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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

928 hedge funds and large institutions have $7.09B invested in Schwab US Broad Market ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 347 increasing their positions, 321 reducing their positions, and 31 closing their positions.

Holders
928
Holders Change
+74
Holders Change %
+8.67%
% of All Funds
14.97%
Holding in Top 10
111
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.82%
% of All Funds
1.79%
New
125
Increased
347
Reduced
321
Closed
31
Calls
$20.2M
Puts
$7.09M
Net Calls
+$13.1M
Net Calls Change
-$574K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
R
2
Rebalance
California
$132M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$96.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
5
M
5
MYeCFO
California
$28.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
BF
2
Brooklyn FI
New York
$1.84M
3
SCM
3
SCS Capital Management
Massachusetts
$216M
4
GAM
4
Gemmer Asset Management
California
$15.4M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ISWM
301
Independent Solutions Wealth Management
New York
$2.21M 49,332 -7,723 -14%
SIC
302
Salem Investment Counselors
North Carolina
$2.2M 49,171 +2,160 +5%
CA
303
Cambridge Advisors
Nebraska
$2.2M 49,051 -600 -1%
TC
304
TownSquare Capital
Utah
$2.15M 47,992 +1,499 +3%
JWBC
305
John W. Brooker & Co
California
$2.15M 47,962 -2,342 -5%
MG
306
Mather Group
Illinois
$2.14M 47,867 +986 +2%
DFA
307
DHJJ Financial Advisors
Illinois
$2.13M 47,614 -5,849 -11%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$2.11M 47,083 -13,126 -22%
CAG
309
Compass Advisory Group
New York
$2.09M 44,618 +273 +0.6%
PPP
310
Private Portfolio Partners
New Jersey
$2.08M 46,456 – –
JPLA
311
Joseph P. Lucia & Associates
New York
$2.07M 46,304 -1,687 -4%
FG
312
Fiduciary Group
Georgia
$2.07M 46,186 -15,640 -25%
SMC
313
Smith, Moore & Co
Missouri
$2.07M 46,147 +1,185 +3%
BWM
314
Benchmark Wealth Management
Connecticut
$2.07M 46,135 +10,045 +28%
WPA
315
West Paces Advisors
Georgia
$2.05M 45,750 +5,286 +13%
CAG
316
Csenge Advisory Group
Florida
$2.04M 45,546 -4,930 -10%
EL
317
Essex LLC
Illinois
$2.03M 45,252 -3 -0%
FMP
318
Financial Management Professionals
Texas
$2.02M 45,145 -3,430 -7%
RW
319
RVW Wealth
California
$2.01M 44,807 -499 -1%
YIA
320
YHB Investment Advisors
Connecticut
$1.99M 44,394 -6,580 -13%
MWM
321
Madison Wealth Management
Ohio
$1.98M 44,200 -565 -1%
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$1.98M 44,156 +4,014 +10%
GWWM
323
Great Waters Wealth Management
Minnesota
$1.96M 41,604 +41,604 New
CAI
324
Capital Advisors Inc
Oklahoma
$1.96M 43,698 +5,973 +16%
Lido Advisors
325
Lido Advisors
California
$1.95M 43,445 +704 +2%
11 12
13
14 15