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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 %
VHAM
501
Van Hulzen Asset Management
California
$723K +$723K +48,390 New
IAP
502
Indie Asset Partners
Indiana
$723K – – –
MCM
503
Mengis Capital Management
Oregon
$720K +$493 +33 +0.1%
LWMT
504
Legacy Wealth Management (Tennessee)
Tennessee
$718K +$25.3K +1,692 +4%
MS
505
Madden Securities
Texas
$707K -$13.4K -894 -2%
SQA
506
Simon Quick Advisors
New Jersey
$701K – – –
CA
507
Callahan Advisors
Texas
$697K +$21.7K +1,455 +3%
GT
508
Greenleaf Trust
Michigan
$696K – – –
TWM
509
Thrive Wealth Management
Pennsylvania
$693K -$57.6K -3,858 -8%
LSIA
510
LaSalle St. Investment Advisors
Illinois
$687K +$687K +46,053 New
ECG
511
EPIQ Capital Group
California
$685K +$3.14K +210 +0.5%
NDSI
512
Newman Dignan & Sheerar Inc
Rhode Island
$676K +$28.8K +1,929 +4%
BCM
513
Bowie Capital Management
Texas
$672K – – –
Fifth Third Bancorp
514
Fifth Third Bancorp
Ohio
$669K +$105K +7,017 +19%
CAL
515
Capital Advisors Ltd
Ohio
$662K +$5.96K +399 +0.9%
CA
516
Cetera Advisors
Colorado
$662K +$79.2K +5,304 +14%
WIM
517
Waycross Investment Management
Washington
$655K +$655K +43,857 New
WS
518
Wedbush Securities
California
$646K +$90 +6 +0%
GG
519
Gofen & Glossberg
Illinois
$644K -$56.7K -3,792 -8%
SFS
520
Sowell Financial Services
Arkansas
$644K +$3.9K +261 +0.6%
MAC
521
Mason & Associates (California)
California
$643K +$448 +30 +0.1%
SPFA
522
Summit Place Financial Advisors
New Jersey
$643K – – –
NRI
523
NFP Retirement Inc
California
$633K -$22.4K -1,500 -3%
SAF
524
Smith Anglin Financial
Texas
$630K +$2.78K +186 +0.4%
BC
525
Barrett & Company
Rhode Island
$628K – – –
19 20
21
22 23