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.

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
1
Transform Wealth
Colorado
$15.8M
2
HCM
2
Hengehold Capital Management
Ohio
$116M
3
AI
3
Accredited Investors
Minnesota
$42.8M
4
Lido Advisors
4
Lido Advisors
California
$8.29M
5
CFGSD
5
Compass Financial Group (South Dakota)
South Dakota
$12.3M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.24B
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$52.9M
3
PPW
3
Pasadena Private Wealth
California
$0
4
BAM
4
Belpointe Asset Management
Nevada
$1.8M
5
Bank of America
5
Bank of America
North Carolina
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$48.9M +$555K +34,776 +1%
CWM
27
Circle Wealth Management
New Jersey
$48.5M -$678K -42,477 -1%
AAIM
28
Asset Advisors Investment Management
Georgia
$47.1M -$550K -34,494 -1%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$45.9M -$6.19M -388,077 -12%
Brown Advisory
30
Brown Advisory
Maryland
$44.7M -$1.05M -66,075 -2%
SFG
31
Socha Financial Group
New York
$43.4M +$297K +18,630 +0.7%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$42.8M -$3.46M -216,846 -7%
AI
33
Accredited Investors
Minnesota
$42.8M +$7.5M +470,214 +21%
NSAM
34
North Star Asset Management
Wisconsin
$42.1M -$19.7K -1,236 -0%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$41.9M -$6.89M -431,718 -14%
AP
36
Agilis Partners
Massachusetts
$41M +$8.57K +537 +0%
CG
37
Caprock Group
Idaho
$38.3M +$798K +50,007 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$38.3M +$2.13M +133,641 +6%
MF
39
Manchester Financial
California
$38.2M +$429K +26,883 +1%
MBFW
40
Morton Brown Family Wealth
Pennsylvania
$38.1M +$4.91M +307,875 +15%
AWM
41
AE Wealth Management
Kansas
$36.9M -$2.7M -169,104 -7%
MAG
42
Members Advisory Group
New York
$34.9M +$54.3K +3,402 +0.2%
Creative Planning
43
Creative Planning
Kansas
$34M -$1.43M -89,685 -4%
Morgan Stanley
44
Morgan Stanley
New York
$33.6M -$3.46M -216,855 -9%
M
45
MYeCFO
California
$32.2M +$1.44M +90,465 +5%
Truist Financial
46
Truist Financial
North Carolina
$31.4M +$889K +55,737 +3%
SFG
47
SNS Financial Group
Minnesota
$30.4M -$391K -24,486 -1%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$29.5M -$1.02M -64,149 -3%
FFN
49
Focus Financial Network
Minnesota
$28M -$6.2M -388,764 -18%
PRS
50
Pinkerton Retirement Specialists
Idaho
$27.5M -$38.1K -2,388 -0.1%
1
2
3 4 5