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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 %
ASN
401
Advisory Services Network
Georgia
$1.19M 79,662 -10,161 -11%
GWA
402
Geometric Wealth Advisors
District of Columbia
$1.18M 78,906 -3,063 -4%
FWI
403
Facet Wealth Inc
Maryland
$1.17M 72,897 -208,263 -74%
SHJ
404
Sharkey, Howes & Javer
Colorado
$1.16M 77,955 -144,129 -65%
LWM
405
Laidlaw Wealth Management
New York
$1.15M 77,157 -996 -1%
BCM
406
Brookstone Capital Management
Illinois
$1.15M 75,747 -4,065 -5%
EAM
407
Evanson Asset Management
California
$1.13M 75,594 -1,128 -1%
NCM
408
Northwest Capital Management
Oregon
$1.13M 75,522 – –
GWM
409
Gray Wealth Management
Maine
$1.13M 75,321 +669 +0.9%
BWM
410
Blossom Wealth Management
California
$1.12M 75,270 +11,712 +18%
PS
411
Planned Solutions
California
$1.12M 75,225 +6,090 +9%
SAM
412
S.A. Mason
Michigan
$1.12M 75,072 +777 +1%
PIA
413
Panoramic Investment Advisors
Colorado
$1.12M 74,787 +74,787 New
GCA
414
Gradient Capital Advisors
California
$1.11M 74,595 +1,362 +2%
OA
415
Operose Advisors
Wisconsin
$1.11M 74,421 -3,198 -4%
WWP
416
Waypoint Wealth Partners
California
$1.1M 73,938 -3,174 -4%
SCM
417
Seascape Capital Management
New Hampshire
$1.09M 72,894 -2,862 -4%
AL
418
Aspiriant LLC
California
$1.09M 72,768 -3,414 -4%
MA
419
MCF Advisors
Kentucky
$1.09M 72,768 -360 -0.5%
CW
420
Connectus Wealth
Ohio
$1.08M 72,555 +6,732 +10%
SW
421
SVB Wealth
Massachusetts
$1.08M 72,459 +72,459 New
MFA
422
Morling Financial Advisors
California
$1.08M 72,396 -4,296 -6%
BWM
423
BNC Wealth Management
Oregon
$1.08M 72,060 -852 -1%
AFAS
424
Acorn Financial Advisory Services
Virginia
$1.07M 71,568 -1,773 -2%
PFA
425
Pure Financial Advisors
California
$1.05M 70,407 +60 +0.1%
15 16
17
18 19