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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.

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 %
ICG
476
InterOcean Capital Group
Tennessee
$816K -$28.4K -1,902 -3%
ECM
477
Exchange Capital Management
Michigan
$814K -$16.6K -1,110 -2%
SWM
478
Stockman Wealth Management
Montana
$812K -$3.86M -258,174 -83%
GRP
479
Global Retirement Partners
California
$812K -$10.8K -726 -1%
ECML
480
Eagle Capital Management (Louisiana)
Louisiana
$805K +$20.6K +1,380 +3%
DADC
481
D.A. Davidson & Co
Montana
$798K -$59.3K -3,972 -7%
CL
482
Choreo LLC
Illinois
$790K -$147K -9,810 -16%
GI
483
GS Investments
Minnesota
$776K -$2.55K -171 -0.3%
AWM
484
Axxcess Wealth Management
California
$775K +$240K +16,095 +45%
MFG
485
Merit Financial Group
Georgia
$774K +$19.9K +1,329 +3%
LIG
486
Lokken Investment Group
Delaware
$773K -$1.09M -72,891 -58%
ODIJL
487
One Day In July LLC
Vermont
$770K – – –
KeyBank National Association
488
KeyBank National Association
Ohio
$762K -$179 -12 -0%
Jones Financial Companies
489
Jones Financial Companies
Missouri
$759K +$759K +50,835 New
PWM
490
Perigon Wealth Management
California
$755K -$52.8K -3,534 -7%
FWP
491
Firethorn Wealth Partners
Georgia
$753K -$11.6K -777 -2%
HIC
492
Holderness Investments Company
North Carolina
$752K -$19.4K -1,296 -3%
FNBT
493
FineMark National Bank & Trust
Florida
$745K +$5.6K +375 +0.8%
BDWCC
494
B&D White Capital Company
Texas
$743K +$482K +32,295 +185%
DOA
495
D'Orazio & Associates
Virginia
$742K +$150K +10,050 +25%
MA
496
Momentum Advisors
New York
$742K -$45.7K -3,060 -6%
WMWM
497
Whitaker-Myers Wealth Managers
Ohio
$734K +$734K +49,119 New
SGCA
498
Steel Grove Capital Advisors
Tennessee
$729K – – –
GWA
499
GGM Wealth Advisors
Maryland
$729K -$121K -8,007 -14%
VWA
500
V Wealth Advisors
Kansas
$724K +$1.88K +126 +0.3%
18 19
20
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