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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
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 Market Value Shares Shares
Change 		Shares
Change %
TWM
351
Tolleson Wealth Management
Texas
$1.59M 35,481 – –
AAP
352
Arax Advisory Partners
Colorado
$1.59M 35,439 -1,990 -5%
AA
353
Advisory Alpha
Michigan
$1.59M 35,424 +850 +2%
NL
354
NEPC LLC
Massachusetts
$1.58M 35,181 +8,783 +33%
TF
355
TIAA FSB
Florida
$1.56M 34,837 -375 -1%
MCM
356
MAI Capital Management
Ohio
$1.56M 34,834 +34,834 New
MA
357
MBA Advisors
Pennsylvania
$1.56M 34,756 -549 -2%
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$1.55M 34,653 +1,172 +4%
CFA
359
Capstone Financial Advisors
Illinois
$1.54M 34,382 +7 +0%
SIC
360
Sigma Investment Counselors
Michigan
$1.53M 34,141 +179 +0.5%
PA
361
Pinnacle Associates
New York
$1.53M 34,050 +1,979 +6%
V
362
Veritable
Delaware
$1.52M 33,987 +11 +0%
AF
363
Advisornet Financial
Minnesota
$1.51M 33,792 -1,857 -5%
BIA
364
Bell Investment Advisors
California
$1.51M 33,753 +33,753 New
BWM
365
BCS Wealth Management
Tennessee
$1.51M 33,579 -443 -1%
CAM
366
Carret Asset Management
New York
$1.47M 32,827 -235 -0.7%
CAN
367
Cetera Advisor Networks
California
$1.46M 32,685 +2,295 +8%
WWM
368
Western Wealth Management
Colorado
$1.45M 32,468 -25,820 -44%
TYCC
369
Texas Yale Capital Corp
Florida
$1.45M 32,452 +501 +2%
SWM
370
Segment Wealth Management
Texas
$1.45M 32,450 -1,289 -4%
AMG
371
Asset Management Group
Connecticut
$1.45M 32,439 +148 +0.5%
BA
372
Bridgewater Advisors
New York
$1.45M 32,295 +20,029 +163%
VCAM
373
Van Cleef Asset Management
Ohio
$1.45M 32,286 +1,760 +6%
SHWM
374
Smith & Howard Wealth Management
Georgia
$1.44M 32,211 +8,378 +35%
WCM
375
Weik Capital Management
Pennsylvania
$1.39M 30,945 +1,190 +4%
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15
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