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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 %
GCA
401
Gradient Capital Advisors
California
$1.23M +$41K +2,568 +3%
MPM
402
Meritage Portfolio Management
Kansas
$1.21M -$204K -12,816 -14%
OA
403
Operose Advisors
Wisconsin
$1.19M +$4.55K +285 +0.4%
GWM
404
Gray Wealth Management
Maine
$1.19M -$15.5K -972 -1%
NCM
405
Northwest Capital Management
Oregon
$1.18M -$19.6K -1,230 -2%
SAM
406
S.A. Mason
Michigan
$1.18M -$17.2K -1,080 -1%
US Bancorp
407
US Bancorp
Minnesota
$1.17M +$555K +34,815 +90%
GWM
408
Guardian Wealth Management
Illinois
$1.17M -$157K -9,816 -12%
SHJ
409
Sharkey, Howes & Javer
Colorado
$1.17M -$78.1K -4,896 -6%
LWM
410
Laidlaw Wealth Management
New York
$1.16M -$66.9K -4,197 -5%
AL
411
Aspiriant LLC
California
$1.16M – – –
FWI
412
Facet Wealth Inc
Maryland
$1.16M -$2.97K -186 -0.3%
CW
413
Connectus Wealth
Ohio
$1.16M – – –
BWM
414
BNC Wealth Management
Oregon
$1.15M -$4.02K -252 -0.3%
LIG
415
Lokken Investment Group
Delaware
$1.14M +$319K +20,019 +39%
ASN
416
Advisory Services Network
Georgia
$1.14M -$127K -7,956 -10%
AFAS
417
Acorn Financial Advisory Services
Virginia
$1.14M +$1.44K +90 +0.1%
PFA
418
Pure Financial Advisors
California
$1.12M +$239 +15 +0%
MFA
419
Morling Financial Advisors
California
$1.12M -$37.9K -2,379 -3%
GG
420
Gleason Group
Kentucky
$1.12M +$8.13K +510 +0.7%
NHC
421
Nicholas Hoffman & Company
Georgia
$1.12M +$4.74K +297 +0.4%
EAM
422
Evanson Asset Management
California
$1.1M -$111K -6,930 -9%
PIP
423
Peachtree Investment Partners
Florida
$1.09M -$18.9K -1,185 -2%
MA
424
MCF Advisors
Kentucky
$1.09M -$69.9K -4,380 -6%
BTWM
425
Baker Tilly Wealth Management
Wisconsin
$1.09M -$1.03M -64,266 -49%
15 16
17
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