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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 %
DADC
476
D.A. Davidson & Co
Montana
$848K -$4.12K -258 -0.5%
ECM
477
Exchange Capital Management
Michigan
$848K -$21.5K -1,350 -2%
WANY
478
Wealthspire Advisors (New York)
New York
$839K +$839K +52,596 New
ECML
479
Eagle Capital Management (Louisiana)
Louisiana
$838K -$20.7K -1,299 -2%
KAS
480
Kestra Advisory Services
Texas
$837K -$202K -12,648 -19%
GI
481
GS Investments
Minnesota
$837K +$8.47K +531 +1%
LWMT
482
Legacy Wealth Management (Tennessee)
Tennessee
$826K +$59.4K +3,723 +8%
AWE
483
Avidian Wealth Enterprises
Texas
$825K +$825K +51,717 New
KeyBank National Association
484
KeyBank National Association
Ohio
$814K – – –
FWP
485
Firethorn Wealth Partners
Georgia
$814K +$1.69K +105 +0.2%
CWM
486
Cahill Wealth Management
Michigan
$813K -$187K -11,700 -19%
PWM
487
Perigon Wealth Management
California
$806K +$622 +39 +0.1%
Susquehanna International Group
488
Susquehanna International Group
Pennsylvania
$806K -$87.4K -5,481 -10%
FNBT
489
FineMark National Bank & Trust
Florida
$799K +$2.63K +165 +0.3%
VHAM
490
Van Hulzen Asset Management
California
$783K +$11.7K +732 +2%
ECG
491
Edge Capital Group
Georgia
$780K -$102K -6,399 -12%
SGCA
492
Steel Grove Capital Advisors
Tennessee
$779K – – –
VWA
493
V Wealth Advisors
Kansas
$775K +$1.63K +102 +0.2%
MCM
494
Mengis Capital Management
Oregon
$774K +$4.55K +285 +0.6%
GWA
495
GGM Wealth Advisors
Maryland
$767K -$48 -3 -0%
CA
496
Callahan Advisors
Texas
$766K +$21.4K +1,344 +3%
WMWM
497
Whitaker-Myers Wealth Managers
Ohio
$762K -$21K -1,314 -3%
IAP
498
Indie Asset Partners
Indiana
$762K -$9.57K -600 -1%
SPFA
499
Summit Place Financial Advisors
New Jersey
$762K +$75.4K +4,725 +11%
SWM
500
Stockman Wealth Management
Montana
$758K -$109K -6,849 -13%
18 19
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