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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
FMP
326
Financial Management Professionals
Texas
$2.11M -$53.1K -3,399 -3%
FG
327
Fiduciary Group
Georgia
$2.1M -$104K -6,624 -5%
MWM
328
Madison Wealth Management
Ohio
$2.1M -$10.8K -690 -0.5%
EL
329
Essex LLC
Illinois
$2.03M
FWP
330
FAS Wealth Partners
Kansas
$2.02M +$9.29K +594 +0.5%
YIA
331
YHB Investment Advisors
Connecticut
$2.01M -$112K -7,137 -5%
MA
332
MBA Advisors
Pennsylvania
$2M +$332K +21,204 +20%
GWWM
333
Great Waters Wealth Management
Minnesota
$1.97M -$27.5K -1,761 -1%
JHCP
334
Jackson Hole Capital Partners
Oklahoma
$1.93M -$19.1K -1,221 -1%
FPAS
335
Focus Partners Advisor Solutions
Missouri
$1.92M +$1.52M +97,311 +419%
WPA
336
West Paces Advisors
Georgia
$1.91M -$277K -17,745 -13%
TC
337
TAP Consulting
Missouri
$1.89M +$127K +8,133 +7%
EWM
338
Empirical Wealth Management
Washington
$1.88M -$36K -2,304 -2%
MCM
339
MAI Capital Management
Ohio
$1.87M +$203K +12,990 +12%
AAP
340
Arax Advisory Partners
Colorado
$1.86M +$158K +10,104 +10%
NL
341
NEPC LLC
Massachusetts
$1.83M +$144K +9,240 +9%
CAN
342
Cetera Advisor Networks
California
$1.83M +$260K +16,647 +17%
EH
343
Equitable Holdings
New York
$1.83M -$48.5K -3,102 -3%
BAM
344
Belpointe Asset Management
Nevada
$1.8M -$19.2M -1,228,716 -92%
BWM
345
BCS Wealth Management
Tennessee
$1.79M +$177K +11,349 +11%
LCC
346
Lincoln Capital Corp
Rhode Island
$1.79M +$6.61K +423 +0.4%
BAM
347
Baldrige Asset Management
Pennsylvania
$1.75M -$45.2K -2,892 -3%
OIM
348
Opus Investment Management
Massachusetts
$1.75M
BIA
349
Bigelow Investment Advisors
Maine
$1.75M -$844 -54 -0%
SAMC
350
Spectrum Asset Management (California)
California
$1.75M -$20.7K -1,326 -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.