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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.

New
Increased
Maintained
Reduced
Closed
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
HSA
2
HBK Sorce Advisory
Pennsylvania
$96.2M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
4
HWM
4
HB Wealth Management
Georgia
$122M
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$25.8M

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 Holding Trade Value Shares
Change 		Shares
Change %
MGIA
326
Moneta Group Investment Advisors
Missouri
$1.9M -$32.2K -2,016 -2%
BP
327
Broadleaf Partners
Ohio
$1.89M +$13.7K +918 +0.7%
FWP
328
FAS Wealth Partners
Kansas
$1.88M +$108K +7,230 +6%
IAA
329
Independent Advisor Alliance
North Carolina
$1.87M +$1.29M +86,358 +223%
SEEDPG
330
S.E.E.D. Planning Group
New York
$1.87M -$33.9K -2,271 -2%
CG
331
Colony Group
Massachusetts
$1.87M +$205K +13,743 +12%
BF
332
Brooklyn FI
New York
$1.84M -$24.4M -124,044 -93%
PAG
333
Private Advisor Group
New Jersey
$1.83M -$352K -35,439 -16%
JHCP
334
Jackson Hole Capital Partners
Oklahoma
$1.82M +$134 +9 +0%
QCG
335
Quadrant Capital Group
Ohio
$1.82M -$217K -14,526 -11%
EWM
336
Empirical Wealth Management
Washington
$1.8M -$95.2K -6,375 -5%
KNFPWM
337
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.8M +$1.8M +120,390 New
EH
338
Equitable Holdings
New York
$1.76M +$508K +34,005 +41%
William Blair & Company
339
William Blair & Company
Illinois
$1.73M -$106K -7,092 -6%
WIC
340
Woodmont Investment Counsel
Tennessee
$1.73M – – –
BJL
341
Brighton Jones LLC
Washington
$1.69M +$126K +8,409 +8%
BAM
342
Baldrige Asset Management
Pennsylvania
$1.69M +$22.4K +1,497 +1%
LCC
343
Lincoln Capital Corp
Rhode Island
$1.67M -$3.59K -240 -0.2%
SAMC
344
Spectrum Asset Management (California)
California
$1.66M +$31.7K +2,121 +2%
TC
345
TAP Consulting
Missouri
$1.65M +$999K +66,861 +153%
Janney Montgomery Scott
346
Janney Montgomery Scott
Pennsylvania
$1.64M +$721K +48,279 +78%
OIM
347
Opus Investment Management
Massachusetts
$1.64M – – –
BIA
348
Bigelow Investment Advisors
Maine
$1.64M -$110K -7,365 -6%
VCM
349
Virtue Capital Management
Tennessee
$1.63M +$899K +60,162 +123%
LSAG
350
Lake Street Advisors Group
New Hampshire
$1.61M +$7.22K +483 +0.4%
12 13
14
15 16