SCHB icon

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 %
FMP
326
Financial Management Professionals
Texas
$2.11M -$54.2K -3,399 -3%
FG
327
Fiduciary Group
Georgia
$2.1M -$106K -6,624 -5%
MWM
328
Madison Wealth Management
Ohio
$2.1M -$11K -690 -0.5%
EL
329
Essex LLC
Illinois
$2.03M – – –
FWP
330
FAS Wealth Partners
Kansas
$2.02M +$9.47K +594 +0.5%
YIA
331
YHB Investment Advisors
Connecticut
$2.01M -$114K -7,137 -5%
MA
332
MBA Advisors
Pennsylvania
$2M +$338K +21,204 +20%
GWWM
333
Great Waters Wealth Management
Minnesota
$1.97M -$28.2K -1,761 -1%
JHCP
334
Jackson Hole Capital Partners
Oklahoma
$1.93M -$19.5K -1,221 -1%
FPAS
335
Focus Partners Advisor Solutions
Missouri
$1.92M +$1.55M +97,311 +419%
WPA
336
West Paces Advisors
Georgia
$1.91M -$283K -17,745 -13%
TC
337
TAP Consulting
Missouri
$1.89M +$130K +8,133 +7%
EWM
338
Empirical Wealth Management
Washington
$1.88M -$36.7K -2,304 -2%
MCM
339
MAI Capital Management
Ohio
$1.87M +$207K +12,990 +12%
AAP
340
Arax Advisory Partners
Colorado
$1.86M +$161K +10,104 +10%
NL
341
NEPC LLC
Massachusetts
$1.83M +$147K +9,240 +9%
CAN
342
Cetera Advisor Networks
California
$1.83M +$266K +16,647 +17%
EH
343
Equitable Holdings
New York
$1.83M -$49.5K -3,102 -3%
BAM
344
Belpointe Asset Management
Nevada
$1.8M -$19.6M -1,228,716 -92%
BWM
345
BCS Wealth Management
Tennessee
$1.79M +$181K +11,349 +11%
LCC
346
Lincoln Capital Corp
Rhode Island
$1.79M +$6.75K +423 +0.4%
BAM
347
Baldrige Asset Management
Pennsylvania
$1.76M -$46.1K -2,892 -3%
OIM
348
Opus Investment Management
Massachusetts
$1.75M – – –
BIA
349
Bigelow Investment Advisors
Maine
$1.75M -$861 -54 -0%
SAMC
350
Spectrum Asset Management (California)
California
$1.75M -$21.1K -1,326 -1%
12 13
14
15 16