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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.

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
R
2
Rebalance
California
$132M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$96.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
5
M
5
MYeCFO
California
$28.8M

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 Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$47.1M 1,050,141 +59,618 +6%
CWM
27
Circle Wealth Management
New Jersey
$46.1M 1,028,127 +1,302 +0.1%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$45.7M 1,020,032 -48,397 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$45.3M 1,010,019 -19,946 -2%
AAIM
30
Asset Advisors Investment Management
Georgia
$44.7M 996,694 +12,127 +1%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M 967,664 +967,664 New
Brown Advisory
32
Brown Advisory
Maryland
$42.8M 955,404 -2,205 -0.2%
SFG
33
Socha Financial Group
New York
$40.3M 899,955 +22,284 +3%
NSAM
34
North Star Asset Management
Wisconsin
$39.4M 879,288 +11,012 +1%
AP
35
Agilis Partners
Massachusetts
$38.4M 856,847 -2,855 -0.3%
AWM
36
AE Wealth Management
Kansas
$37.1M 827,758 +80,335 +11%
MF
37
Manchester Financial
California
$35.3M 788,447 +29,252 +4%
CG
38
Caprock Group
Idaho
$35.1M 783,289 +229,292 +41%
Morgan Stanley
39
Morgan Stanley
New York
$34.7M 775,332 -26,879 -3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$33.8M 754,946 +1,253 +0.2%
Creative Planning
41
Creative Planning
Kansas
$33.1M 739,549 -182,103 -20%
AI
42
Accredited Investors
Minnesota
$33.1M 738,235 +260,295 +54%
JWS
43
Juncture Wealth Strategies
Arizona
$33M 736,500 +432,786 +142%
MAG
44
Members Advisory Group
New York
$32.7M 729,268 -98 -0%
FFN
45
Focus Financial Network
Minnesota
$32M 713,911 +18,670 +3%
MBFW
46
Morton Brown Family Wealth
Pennsylvania
$31M 692,683 +54,816 +9%
SFG
47
SNS Financial Group
Minnesota
$28.9M 644,268 +11,313 +2%
M
48
MYeCFO
California
$28.8M 641,743 +641,743 New
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$28.6M 637,722 +201,584 +46%
Truist Financial
50
Truist Financial
North Carolina
$28.6M 637,246 +44,436 +7%
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