SCHB icon

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 %
KWM
451
Keebeck Wealth Management
Illinois
$932K – – –
GSAM
452
Grant Street Asset Management
Pennsylvania
$909K -$2.38K -159 -0.3%
FAIM
453
Financial Advocates Investment Management
Washington
$900K -$1.27M -84,942 -59%
PAMG
454
Patton Albertson Miller Group
Tennessee
$898K -$25.5K -1,710 -3%
CNFG
455
Creegan & Nassoura Financial Group
New Hampshire
$885K – – –
CTA
456
Chesley Taft & Associates
Illinois
$882K -$11.4K -765 -1%
EWM
457
Evermay Wealth Management
Virginia
$879K -$9.5K -636 -1%
SSWM
458
Smith Salley Wealth Management
North Carolina
$878K – – –
SBH
459
Segall Bryant & Hamill
Illinois
$876K -$44.8K -3,000 -5%
TPWM
460
Twelve Points Wealth Management
Massachusetts
$872K +$2.24K +150 +0.3%
AF
461
Allworth Financial
California
$860K +$99.9K +6,687 +13%
GP
462
Greenline Partners
New York
$851K -$480K -32,157 -36%
RWRC
463
R.W. Roge & Company
New York
$845K – – –
OPWM
464
Oakwell Private Wealth Management
Texas
$845K -$28.2K -1,890 -3%
VWA
465
VERITY Wealth Advisors
United States
$838K – – –
CWM
466
Curi Wealth Management
North Carolina
$838K -$22.4K -1,497 -3%
Susquehanna International Group
467
Susquehanna International Group
Pennsylvania
$836K -$2.32M -155,160 -73%
CRC
468
Curi RMB Capital
Illinois
$834K -$32.1K -2,148 -4%
RWP
469
Reliant Wealth Planning
Kentucky
$829K +$170K +11,355 +26%
ECG
470
Edge Capital Group
Georgia
$826K – – –
CAG
471
Crestwood Advisors Group
Massachusetts
$825K +$2.33K +156 +0.3%
Baird Financial Group
472
Baird Financial Group
Wisconsin
$822K +$89.8K +6,015 +12%
UWPG
473
Ullmann Wealth Partners Group
Florida
$822K +$134 +9 +0%
CCM
474
Chilton Capital Management
Texas
$821K -$8.96K -600 -1%
CSI
475
Cross Staff Investments
New York
$817K -$445K -29,766 -35%
17 18
19
20 21