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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
GA
426
Gateway Advisory
New Jersey
$1.04M -$270K -18,099 -21%
NHC
427
Nicholas Hoffman & Company
Georgia
$1.04M +$11K +735 +1%
PIP
428
Peachtree Investment Partners
Florida
$1.04M – – –
GG
429
Gleason Group
Kentucky
$1.04M +$1.04M +69,423 New
TIA
430
Traphagen Investment Advisors
New Jersey
$1.02M -$58.8K -3,936 -5%
CWM
431
Cahill Wealth Management
Michigan
$1.02M -$20.1K -1,242 -2%
WA
432
Wealth Architects
California
$1.01M +$493 +33 +0%
MTIC
433
Missouri Trust & Investment Company
Missouri
$1.01M -$89.2K -5,976 -8%
GT
434
Glenmede Trust
Pennsylvania
$1.01M +$120K +8,019 +14%
CIBC Private Wealth Group
435
CIBC Private Wealth Group
Georgia
$1.01M -$197K -19,191 -16%
IAN
436
Integrated Advisors Network
Texas
$1M +$20.9K +1,401 +2%
EFM
437
Eley Financial Management
Vermont
$998K +$998K +66,825 New
Bank of New York Mellon
438
Bank of New York Mellon
New York
$994K +$557K +37,290 +128%
RWM
439
Ritholtz Wealth Management
New York
$981K -$278K -18,609 -22%
KAS
440
Kestra Advisory Services
Texas
$973K +$181K +12,105 +23%
B
441
Bailard
California
$971K -$1.97K -132 -0.2%
AAS
442
Annex Advisory Services
Wisconsin
$967K -$1.71M -114,309 -64%
SCM
443
SOL Capital Management
Maryland
$961K +$56K +3,750 +6%
SAM
444
Smithbridge Asset Management
Pennsylvania
$959K -$110K -7,350 -10%
SCP
445
Shorepoint Capital Partners
Massachusetts
$958K -$10.7K -717 -1%
RTL
446
Red Tortoise LLC
Georgia
$952K +$952K +63,711 New
OCM
447
One Capital Management
California
$951K +$495K +33,126 +108%
AWM
448
Adams Wealth Management
Utah
$943K +$699K +46,782 +286%
PIM
449
Penobscot Investment Management
Massachusetts
$943K -$1.12K -75 -0.1%
WWM
450
Windsor Wealth Management
Indiana
$939K +$4.77K +315 +0.5%
16 17
18
19 20