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Schwab US Broad Market ETF

939 hedge funds and large institutions have $7.45B invested in Schwab US Broad Market ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 370 increasing their positions, 355 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more call options, than puts

Call options by funds: $159M | Put options by funds: $29.7M

8% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 53

4% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 355

0% more funds holding in top 10

Funds holding in top 10: 115115 (0)

0.47% less ownership

Funds ownership: 100.76%100.3% (-0.47%)

1% less funds holding

Funds holding: 945939 (-6)

3% less capital invested

Capital invested by funds: $7.72B → $7.45B (-$264M)

Holders
939
Holders Change
-6
Holders Change %
-0.63%
% of All Funds
14.9%
Holding in Top 10
115
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.83%
New
57
Increased
370
Reduced
355
Closed
53
Calls
$159M
Puts
$29.7M
Net Calls
+$129M
Net Calls Change
+$58M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
476
Seascape Capital Management
New Hampshire
$906K +$2.29K +132 +0.2%
DADC
477
D.A. Davidson & Co
Montana
$899K +$15.6K +900 +2%
PWM
478
Perigon Wealth Management
California
$874K -$3.12K -180 -0.3%
CRC
479
Curi RMB Capital
Illinois
$849K -$20.4K -1,179 -2%
SQA
480
Simon Quick Advisors
New Jersey
$849K +$67.8K +3,918 +8%
CWM
481
Cahill Wealth Management
Michigan
$847K -$3.12K -180 -0.4%
TWM
482
Thrive Wealth Management
Pennsylvania
$843K +$97.9K +5,658 +13%
FWP
483
Firethorn Wealth Partners
Georgia
$843K +$1.87K +108 +0.2%
CA
484
Callahan Advisors
Texas
$837K +$9.45K +546 +1%
MA
485
MCF Advisors
Kentucky
$833K -$285K -16,470 -25%
DOA
486
D'Orazio & Associates
Virginia
$817K +$289K +16,686 +51%
PFA
487
Pinnacle Family Advisors
Missouri
$814K -$383K -22,104 -31%
AWE
488
Avidian Wealth Enterprises
Texas
$806K +$2.65K +153 +0.3%
GWA
489
GGM Wealth Advisors
Maryland
$803K -$935 -54 -0.1%
LWMT
490
Legacy Wealth Management (Tennessee)
Tennessee
$802K -$38.4K -2,220 -4%
WMWM
491
Whitaker-Myers Wealth Managers
Ohio
$799K +$3.17K +183 +0.4%
SGCA
492
Steel Grove Capital Advisors
Tennessee
$792K
MS
493
Madden Securities
Texas
$771K -$10.3K -594 -1%
ECG
494
EPIQ Capital Group
California
$771K +$3.06K +177 +0.4%
RG
495
Retirement Group
California
$767K -$14.1K -813 -2%
WC
496
Waterloo Capital
Texas
$764K -$181K -10,479 -19%
SAG
497
SageView Advisory Group
California
$760K +$444K +25,665 +128%
ECM
498
Exchange Capital Management
Michigan
$759K -$30.3K -1,752 -4%
MFG
499
Midwest Financial Group
Kansas
$757K +$3.01K +174 +0.4%
CPA
500
Capital Performance Advisors
California
$751K

SCHB Hedge Fund Activity: Q3 2023 in Review

939 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2023, worth a combined $7.45B — down 3.4% from $7.72B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SCHB positions and 53 closed out — a net gain of 4 holders — while 370 added to existing stakes and 355 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $40.5M. The largest seller was Wealthfront Advisers, cutting an estimated $40.9M.

  • 939 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2023, down from 945 in Q2 2023.
  • Funds reported $7.45B of Schwab US Broad Market ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 57 funds opened new Schwab US Broad Market ETF positions in Q3 2023 and 53 closed out, a net change of +4 holders.
  • The largest Schwab US Broad Market ETF buyer in Q3 2023 was HighTower Advisors, an estimated $40.5M added.
  • The largest Schwab US Broad Market ETF seller in Q3 2023 was Wealthfront Advisers, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2023.