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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 %
CCM
451
Chilton Capital Management
Texas
$949K +$72.6K +4,554 +8%
CNFG
452
Creegan & Nassoura Financial Group
New Hampshire
$945K – – –
CTA
453
Chesley Taft & Associates
Illinois
$941K -$478 -30 -0.1%
EWM
454
Evermay Wealth Management
Virginia
$938K +$191 +12 +0%
AF
455
Allworth Financial
California
$937K +$18.6K +1,164 +2%
SBH
456
Segall Bryant & Hamill
Illinois
$928K -$7.37K -462 -0.8%
CSI
457
Cross Staff Investments
New York
$919K +$47K +2,949 +5%
PAMG
458
Patton Albertson Miller Group
Tennessee
$916K -$42.9K -2,691 -4%
TPWM
459
Twelve Points Wealth Management
Massachusetts
$914K -$17.3K -1,083 -2%
GP
460
Greenline Partners
New York
$913K +$3.49K +219 +0.4%
OCM
461
One Capital Management
California
$907K -$108K -6,798 -11%
RG
462
Retirement Group
California
$905K -$368K -23,091 -29%
OPWM
463
Oakwell Private Wealth Management
Texas
$901K -$718 -45 -0.1%
ICG
464
InterOcean Capital Group
Tennessee
$900K +$28.2K +1,767 +3%
BDWCC
465
B&D White Capital Company
Texas
$899K +$106K +6,645 +13%
VWA
466
VERITY Wealth Advisors
United States
$898K +$2.39K +150 +0.3%
Stifel Financial
467
Stifel Financial
Missouri
$896K +$371K +23,262 +71%
SSWM
468
Smith Salley Wealth Management
North Carolina
$890K -$47.8K -3,000 -5%
CRC
469
Curi RMB Capital
Illinois
$887K -$3.02K -189 -0.3%
UWPG
470
Ullmann Wealth Partners Group
Florida
$877K +$96 +6 +0%
AWM
471
Axxcess Wealth Management
California
$872K +$44.5K +2,793 +5%
CAG
472
Crestwood Advisors Group
Massachusetts
$872K -$9.38K -588 -1%
SCM
473
Seascape Capital Management
New Hampshire
$866K -$297K -18,618 -26%
BF
474
Brooklyn FI
New York
$854K +$501K +13,308 +142%
Jones Financial Companies
475
Jones Financial Companies
Missouri
$850K +$39.6K +2,481 +5%
17 18
19
20 21