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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

922 hedge funds and large institutions have $7.18B 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, 364 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
14.76%
Holding in Top 10
115
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.6%
% of All Funds
1.84%
New
61
Increased
366
Reduced
364
Closed
45
Calls
$77M
Puts
$23.4M
Net Calls
+$53.6M
Net Calls Change
+$40.4M

Top Buyers

1
TW
Transform Wealth
Colorado
+$9.42M
2
HCM
Hengehold Capital Management
Ohio
+$9.18M
3
AI
Accredited Investors
Minnesota
+$7.5M
4
Lido Advisors
Lido Advisors
California
+$6.21M
5
CFGSD
Compass Financial Group (South Dakota)
South Dakota
+$5.86M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$250M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$49.8M
3
PPW
Pasadena Private Wealth
California
-$21.3M
4
BAM
Belpointe Asset Management
Nevada
-$19.6M
5
Bank of America
Bank of America
North Carolina
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
301
Prestige Wealth Management Group
New Jersey
$2.41M -$20.3K -1,275 -0.8%
MCCP
302
Mission Creek Capital Partners
California
$2.4M -$273K -17,139 -10%
LRPA
303
L. Roy Papp & Associates
Arizona
$2.39M -$36.7K -2,301 -2%
SIC
304
Salem Investment Counselors
North Carolina
$2.37M +$20.1K +1,260 +0.9%
ISWM
305
Independent Solutions Wealth Management
New York
$2.36M -$3.92K -246 -0.2%
ACA
306
Atlas Capital Advisors
Wyoming
$2.36M -$154K -9,639 -6%
NI
307
NYL Investors
New York
$2.32M -$273K -17,100 -11%
MGIA
308
Moneta Group Investment Advisors
Missouri
$2.31M +$410K +25,722 +22%
WOSD
309
WFA of San Diego
California
$2.31M -$826K -51,810 -26%
CA
310
Cambridge Advisors
Nebraska
$2.29M -$53K -3,321 -2%
PCMC
311
Private Capital Management (Colorado)
Colorado
$2.29M -$160K -10,011 -7%
VCM
312
Virtue Capital Management
Tennessee
$2.28M +$574K +36,597 +34%
CAG
313
Compass Advisory Group
New York
$2.28M +$142K +8,922 +7%
JWBC
314
John W. Brooker & Co
California
$2.27M -$43.1K -2,682 -2%
JPLA
315
Joseph P. Lucia & Associates
New York
$2.26M +$48.5K +3,042 +2%
DFA
316
DHJJ Financial Advisors
Illinois
$2.26M -$16.8K -1,053 -0.7%
BJL
317
Brighton Jones LLC
Washington
$2.25M +$445K +27,882 +25%
PCIA
318
Prime Capital Investment Advisors
Kansas
$2.24M -$163K -10,245 -7%
PPP
319
Private Portfolio Partners
New Jersey
$2.22M – – –
BWM
320
Benchmark Wealth Management
Connecticut
$2.22M +$48 +3 +0%
NA
321
NewEdge Advisors
Louisiana
$2.21M +$567K +35,520 +35%
MG
322
Mather Group
Illinois
$2.21M -$83.7K -5,247 -4%
SMC
323
Smith, Moore & Co
Missouri
$2.19M -$15.5K -972 -0.7%
RW
324
RVW Wealth
California
$2.13M -$13.8K -867 -0.6%
QCG
325
Quadrant Capital Group
Ohio
$2.13M +$187K +11,739 +10%
11 12
13
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