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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 %
AA
351
Advisory Alpha
Michigan
$1.74M +$49.2K +3,084 +3%
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
$1.74M -$12.4K -777 -0.7%
LSAG
353
Lake Street Advisors Group
New Hampshire
$1.73M +$6.6K +414 +0.4%
RTL
354
Red Tortoise LLC
Georgia
$1.73M +$710K +44,505 +70%
CAI
355
Capital Advisors Inc
Oklahoma
$1.72M -$368K -23,052 -18%
TWM
356
Tolleson Wealth Management
Texas
$1.69M -$3.88K -243 -0.2%
CAM
357
Carret Asset Management
New York
$1.69M +$116K +7,302 +7%
SIC
358
Sigma Investment Counselors
Michigan
$1.65M +$13.6K +855 +0.8%
CFA
359
Capstone Financial Advisors
Illinois
$1.65M +$287 +18 +0%
PNC Financial Services Group
360
PNC Financial Services Group
Pennsylvania
$1.64M -$16.6K -1,041 -1%
SHWM
361
Smith & Howard Wealth Management
Georgia
$1.63M +$86.7K +5,436 +6%
V
362
Veritable
Delaware
$1.63M +$431 +27 +0%
TF
363
TIAA FSB
Florida
$1.6M -$71K -4,449 -4%
SWM
364
Segment Wealth Management
Texas
$1.57M +$13.7K +858 +0.9%
Baird Financial Group
365
Baird Financial Group
Wisconsin
$1.57M +$688K +43,107 +78%
AMG
366
Asset Management Group
Connecticut
$1.56M +$5.93K +372 +0.4%
AF
367
Advisornet Financial
Minnesota
$1.56M -$59.7K -3,741 -4%
WWM
368
Western Wealth Management
Colorado
$1.55M +$479 +30 +0%
TYCC
369
Texas Yale Capital Corp
Florida
$1.55M – – –
VCAM
370
Van Cleef Asset Management
Ohio
$1.54M – – –
BA
371
Bridgewater Advisors
New York
$1.54M -$813 -51 -0.1%
HR
372
Howe & Rusling
New York
$1.54M +$1.51M +94,851 +5,100%
PA
373
Pinnacle Associates
New York
$1.5M -$128K -8,022 -8%
BWP
374
BSW Wealth Partners
Colorado
$1.5M +$48.4K +3,036 +3%
MMA
375
Miracle Mile Advisors
California
$1.48M +$56.3K +3,528 +4%
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