We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

923 hedge funds and large institutions have $7.19B invested in Schwab US Broad Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 366 increasing their positions, 365 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $77M | Put options by funds: $23.4M

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

4% more funds holding in top 10

Funds holding in top 10: 111115 (+4)

1% more capital invested

Capital invested by funds: $7.09B → $7.19B (+$93.2M)

0% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 365

1% less funds holding

Funds holding: 929923 (-6)

4.51% less ownership

Funds ownership: 105.61%101.1% (-4.5%)

Holders
923
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
14.71%
Holding in Top 10
115
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.6%
% of All Funds
1.83%
New
61
Increased
366
Reduced
365
Closed
45
Calls
$77M
Puts
$23.4M
Net Calls
+$53.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WWC
276
Waypoint Wealth Counsel
Georgia
$2.75M +$7.04K +450 +0.3%
SAM
277
Sawgrass Asset Management
Florida
$2.75M -$24.9K -1,590 -0.9%
GIP
278
Granite Investment Partners
California
$2.74M
AIM
279
AMI Investment Management
Indiana
$2.69M -$272K -17,388 -9%
CIA
280
Compass Ion Advisors
Pennsylvania
$2.69M -$108K -6,924 -4%
AAG
281
Avalon Advisory Group
Pennsylvania
$2.68M -$11.9K -759 -0.4%
LPIC
282
LeJeune Puetz Investment Counsel
Michigan
$2.68M -$38.6K -2,466 -1%
CMBA
283
C.M. Bidwell & Associates
Hawaii
$2.66M +$13.2K +846 +0.5%
TIM
284
Tortoise Investment Management
New York
$2.65M +$235 +15 +0%
LB
285
Leo Brokerage
Texas
$2.61M +$2.56M +163,662 New
SEM
286
Strategic Equity Management
Arizona
$2.61M -$1.52M -97,533 -37%
TRCT
287
Tower Research Capital (TRC)
New York
$2.58M +$2.52M +161,199 +19,611%
PCWA
288
Pacific Capital Wealth Advisors
California
$2.58M -$1.06M -68,016 -30%
RFA
289
RTD Financial Advisors
Pennsylvania
$2.58M -$8.72K -558 -0.3%
ICM
290
Islay Capital Management
Texas
$2.57M -$632K -40,410 -20%
BP
291
BBR Partners
New York
$2.54M
CFS
292
CRA Financial Services
New Jersey
$2.51M -$11.5K -735 -0.5%
CG
293
Colony Group
Massachusetts
$2.5M +$503K +32,151 +26%
PFC
294
Phocas Financial Corp
California
$2.47M -$73.9K -4,725 -3%
EWA
295
EP Wealth Advisors
California
$2.46M +$2.4M +153,573 +682%
IAA
296
Independent Advisor Alliance
North Carolina
$2.45M +$449K +28,719 +23%
RRCM
297
Rappaport Reiches Capital Management
Illinois
$2.44M -$56.1K -3,588 -2%
CAG
298
Csenge Advisory Group
Florida
$2.43M +$251K +16,023 +12%
VVP
299
Venture Visionary Partners
Ohio
$2.43M -$816K -52,170 -26%
ZIC
300
ZWJ Investment Counsel
Georgia
$2.41M -$1.97K -126 -0.1%

SCHB Hedge Fund Activity: Q1 2023 in Review

923 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2023, worth a combined $7.19B — up 1.3% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SCHB positions and 45 closed out — a net gain of 16 holders — while 366 added to existing stakes and 365 trimmed.

The largest buyer was Transform Wealth, adding an estimated $9.24M. The largest seller was Wealthfront Advisers, cutting an estimated $245M.

  • 923 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2023, down from 929 in Q4 2022.
  • Funds reported $7.19B of Schwab US Broad Market ETF stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 61 funds opened new Schwab US Broad Market ETF positions in Q1 2023 and 45 closed out, a net change of +16 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2023 was Transform Wealth, an estimated $9.24M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2023 was Wealthfront Advisers, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2023.