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Schwab US Broad Market ETF

923 hedge funds and large institutions have $7.19B 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, 365 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $77M | Put options by funds: $23.4M

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

4% more funds holding in top 10

Funds holding in top 10: 111115 (+4)

1% more capital invested

Capital invested by funds: $7.09B → $7.19B (+$93.2M)

0% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 365

1% less funds holding

Funds holding: 929923 (-6)

4.51% less ownership

Funds ownership: 105.61%101.1% (-4.5%)

Holders
923
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
14.71%
Holding in Top 10
115
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.6%
% of All Funds
1.83%
New
61
Increased
366
Reduced
365
Closed
45
Calls
$77M
Puts
$23.4M
Net Calls
+$53.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
476
D.A. Davidson & Co
Montana
$848K -$4.03K -258 -0.5%
ECM
477
Exchange Capital Management
Michigan
$848K -$21.1K -1,350 -2%
WANY
478
Wealthspire Advisors (New York)
New York
$839K +$822K +52,596 New
ECML
479
Eagle Capital Management (Louisiana)
Louisiana
$838K -$20.3K -1,299 -2%
KAS
480
Kestra Advisory Services
Texas
$837K -$198K -12,648 -19%
GI
481
GS Investments
Minnesota
$837K +$8.3K +531 +1%
LWMT
482
Legacy Wealth Management (Tennessee)
Tennessee
$826K +$58.2K +3,723 +8%
AWE
483
Avidian Wealth Enterprises
Texas
$825K +$809K +51,717 New
KeyBank National Association
484
KeyBank National Association
Ohio
$814K
FWP
485
Firethorn Wealth Partners
Georgia
$814K +$1.64K +105 +0.2%
CWM
486
Cahill Wealth Management
Michigan
$813K -$183K -11,700 -19%
PWM
487
Perigon Wealth Management
California
$806K +$610 +39 +0.1%
Susquehanna International Group
488
Susquehanna International Group
Pennsylvania
$806K -$85.7K -5,481 -10%
FNBT
489
FineMark National Bank & Trust
Florida
$799K +$2.58K +165 +0.3%
VHAM
490
Van Hulzen Asset Management
California
$783K +$11.4K +732 +2%
ECG
491
Edge Capital Group
Georgia
$780K -$100K -6,399 -12%
SGCA
492
Steel Grove Capital Advisors
Tennessee
$779K
VWA
493
V Wealth Advisors
Kansas
$775K +$1.59K +102 +0.2%
MCM
494
Mengis Capital Management
Oregon
$774K +$4.46K +285 +0.6%
GWA
495
GGM Wealth Advisors
Maryland
$767K -$47 -3 -0%
CA
496
Callahan Advisors
Texas
$766K +$21K +1,344 +3%
WMWM
497
Whitaker-Myers Wealth Managers
Ohio
$762K -$20.5K -1,314 -3%
IAP
498
Indie Asset Partners
Indiana
$762K -$9.38K -600 -1%
SPFA
499
Summit Place Financial Advisors
New Jersey
$762K +$73.9K +4,725 +11%
SWM
500
Stockman Wealth Management
Montana
$758K -$107K -6,849 -13%

SCHB Hedge Fund Activity: Q1 2023 in Review

923 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2023, worth a combined $7.19B — up 1.3% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SCHB positions and 45 closed out — a net gain of 16 holders — while 366 added to existing stakes and 365 trimmed.

The largest buyer was Transform Wealth, adding an estimated $9.24M. The largest seller was Wealthfront Advisers, cutting an estimated $245M.

  • 923 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2023, down from 929 in Q4 2022.
  • Funds reported $7.19B of Schwab US Broad Market ETF stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 61 funds opened new Schwab US Broad Market ETF positions in Q1 2023 and 45 closed out, a net change of +16 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2023 was Transform Wealth, an estimated $9.24M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2023 was Wealthfront Advisers, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2023.