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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 %
FG
376
Foster Group
Iowa
$1.48M +$66.9K +4,197 +5%
WCM
377
Weik Capital Management
Pennsylvania
$1.47M -$8.85K -555 -0.6%
FMTC
378
Farmers & Merchants Trust Company
California
$1.44M – – –
SMA
379
Sage Mountain Advisors
Georgia
$1.43M +$7.61K +477 +0.5%
RPWA
380
Regent Peak Wealth Advisors
Georgia
$1.42M +$75.7K +4,743 +6%
TC
381
TownSquare Capital
Utah
$1.42M -$876K -54,897 -38%
S
382
SignatureFD
Georgia
$1.41M -$17.4K -1,092 -1%
AFP
383
Ausdal Financial Partners
Iowa
$1.37M +$69.8K +4,374 +5%
CL
384
Choreo LLC
Illinois
$1.37M +$527K +33,015 +63%
AWA
385
Acorn Wealth Advisors
Michigan
$1.35M +$9.81K +615 +0.7%
BWM
386
Blossom Wealth Management
California
$1.34M +$141K +8,859 +12%
AA
387
Ancora Advisors
Ohio
$1.34M +$57.5K +3,603 +4%
BIA
388
Bell Investment Advisors
California
$1.31M -$303K -18,990 -19%
FNBOMD
389
First National Bank of Mount Dora
Florida
$1.31M +$2.39K +150 +0.2%
GWA
390
Geometric Wealth Advisors
District of Columbia
$1.31M +$46.6K +2,916 +4%
DI
391
Disciplined Investments
Oklahoma
$1.3M +$4.88K +306 +0.4%
MA
392
Modus Advisors
Minnesota
$1.28M -$10.5K -660 -0.8%
HI
393
Hendershot Investments
Virginia
$1.28M -$28.6K -1,791 -2%
DI
394
Diligent Investors
California
$1.28M -$17.4K -1,092 -1%
JF
395
Joule Financial
Kentucky
$1.28M -$60.6K -3,798 -5%
SW
396
SVB Wealth
Massachusetts
$1.27M +$113K +7,098 +10%
WWP
397
Waypoint Wealth Partners
California
$1.26M +$81.6K +5,115 +7%
BCM
398
Brookstone Capital Management
Illinois
$1.25M +$30K +1,863 +2%
PS
399
Planned Solutions
California
$1.24M +$44.7K +2,805 +4%
BWL
400
Bogart Wealth LLC
Virginia
$1.24M -$5.27M -330,372 -81%
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