SCHB icon

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 %
AWM
426
Adams Wealth Management
Utah
$1.09M +$79.9K +5,007 +8%
WPIC
427
White Pine Investment Company
Michigan
$1.08M -$331K -20,754 -23%
SCM
428
SOL Capital Management
Maryland
$1.07M +$44.4K +2,781 +4%
IAN
429
Integrated Advisors Network
Texas
$1.07M -$813 -51 -0.1%
WA
430
Wealth Architects
California
$1.06M -$15.2K -954 -1%
SCA
431
STALEY CAPITAL ADVISERS
Pennsylvania
$1.06M -$400K -25,059 -27%
EFM
432
Eley Financial Management
Vermont
$1.04M -$30K -1,881 -3%
GT
433
Glenmede Trust
Pennsylvania
$1.03M -$47.3K -2,964 -4%
WC
434
Waterloo Capital
Texas
$1.03M +$1.03M +64,293 New
RWM
435
Ritholtz Wealth Management
New York
$1.02M -$22.9K -1,437 -2%
SCP
436
Shorepoint Capital Partners
Massachusetts
$1.02M -$2.97K -186 -0.3%
SAM
437
Smithbridge Asset Management
Pennsylvania
$1.02M -$6.7K -420 -0.7%
PIM
438
Penobscot Investment Management
Massachusetts
$1.01M +$48 +3 +0%
GRP
439
Global Retirement Partners
California
$1.01M +$146K +9,264 +17%
B
440
Bailard
California
$1.01M -$32.2K -2,016 -3%
GA
441
Gateway Advisory
New Jersey
$1M -$111K -6,987 -10%
Bank of New York Mellon
442
Bank of New York Mellon
New York
$997K -$63.6K -3,987 -6%
TIA
443
Traphagen Investment Advisors
New Jersey
$997K -$90.2K -5,658 -8%
MTIC
444
Missouri Trust & Investment Company
Missouri
$996K -$81.9K -5,136 -8%
KWM
445
Keebeck Wealth Management
Illinois
$995K – – –
FAIM
446
Financial Advocates Investment Management
Washington
$988K +$27.1K +1,698 +3%
AAS
447
Annex Advisory Services
Wisconsin
$977K -$55.4K -3,471 -5%
WWM
448
Windsor Wealth Management
Indiana
$960K -$27.1K -1,701 -3%
GSAM
449
Grant Street Asset Management
Pennsylvania
$952K -$18.3K -1,149 -2%
HIC
450
Holderness Investments Company
North Carolina
$951K +$149K +9,324 +19%
16 17
18
19 20