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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 %
IWC
376
Integrated Wealth Concepts
Massachusetts
$1.38M 92,607 -12,069 -12%
SCA
377
STALEY CAPITAL ADVISERS
Pennsylvania
$1.36M 91,221 +54 +0.1%
BWP
378
BSW Wealth Partners
Colorado
$1.36M 90,930 +3,153 +4%
FMTC
379
Farmers & Merchants Trust Company
California
$1.35M 90,060 +90,060 New
S
380
SignatureFD
Georgia
$1.34M 89,454 +2,877 +3%
MMA
381
Miracle Mile Advisors
California
$1.33M 89,274 +909 +1%
SMA
382
Sage Mountain Advisors
Georgia
$1.33M 89,139 +89,139 New
MPM
383
Meritage Portfolio Management
Kansas
$1.33M 88,866 -2,256 -2%
FT
384
Fiduciary Trust
Massachusetts
$1.33M 88,779 -615 -0.7%
WPIC
385
White Pine Investment Company
Michigan
$1.32M 88,605 +2,739 +3%
FG
386
Foster Group
Iowa
$1.32M 88,464 -2,250 -2%
RPWA
387
Regent Peak Wealth Advisors
Georgia
$1.26M 84,489 +42,204 +100%
AWA
388
Acorn Wealth Advisors
Michigan
$1.26M 84,297 -288 -0.3%
FA
389
Faithward Advisors
Pennsylvania
$1.26M 84,273 -7,275 -8%
JF
390
Joule Financial
Kentucky
$1.25M 83,901 +4,161 +5%
GWM
391
Guardian Wealth Management
Illinois
$1.24M 82,977 -3,231 -4%
HI
392
Hendershot Investments
Virginia
$1.23M 82,119 +2,157 +3%
FNBOMD
393
First National Bank of Mount Dora
Florida
$1.22M 81,939 – –
AFP
394
Ausdal Financial Partners
Iowa
$1.22M 81,801 -4,635 -5%
DI
395
Diligent Investors
California
$1.22M 81,399 -195 -0.2%
MA
396
Modus Advisors
Minnesota
$1.21M 81,174 -5,160 -6%
LWAC
397
Laurel Wealth Advisors (California)
California
$1.21M 81,102 -3,465 -4%
DI
398
Disciplined Investments
Oklahoma
$1.21M 81,024 +357 +0.4%
AA
399
Ancora Advisors
Ohio
$1.2M 80,259 -762 -0.9%
RG
400
Retirement Group
California
$1.19M 79,812 -5,199 -6%
14 15
16
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