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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 %
SQA
501
Simon Quick Advisors
New Jersey
$753K +$3.92K +246 +0.5%
MS
502
Madden Securities
Texas
$750K -$4.74K -297 -0.6%
GT
503
Greenleaf Trust
Michigan
$744K – – –
TWM
504
Thrive Wealth Management
Pennsylvania
$738K -$2.01K -126 -0.3%
ECG
505
EPIQ Capital Group
California
$734K +$2.82K +177 +0.4%
RA
506
Regis Acquisition
Colorado
$729K +$729K +45,735 New
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$724K +$9.57K +600 +1%
NDSI
508
Newman Dignan & Sheerar Inc
Rhode Island
$721K -$144 -9 -0%
MFG
509
Midwest Financial Group
Kansas
$721K +$721K +45,231 New
BCM
510
Bowie Capital Management
Texas
$718K – – –
CWM
511
Curi Wealth Management
North Carolina
$717K -$178K -11,145 -20%
CAL
512
Capital Advisors Ltd
Ohio
$707K – – –
CA
513
Cetera Advisors
Colorado
$706K -$1.15K -72 -0.2%
WIM
514
Waycross Investment Management
Washington
$700K – – –
KFP
515
KMG Fiduciary Partners
Ohio
$699K +$305K +19,146 +78%
FWA
516
FSM Wealth Advisors
Ohio
$698K +$144K +9,000 +26%
MAC
517
Mason & Associates (California)
California
$696K +$8.85K +555 +1%
SWM
518
Spire Wealth Management
Virginia
$693K +$459K +28,755 +196%
SAF
519
Smith Anglin Financial
Texas
$675K +$2.58K +162 +0.4%
BC
520
Barrett & Company
Rhode Island
$672K +$1.29K +81 +0.2%
SFS
521
Sowell Financial Services
Arkansas
$672K -$15.6K -975 -2%
USCWA
522
U.S. Capital Wealth Advisors
Texas
$666K – – –
MIA
523
MainStreet Investment Advisors
Illinois
$664K – – –
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$664K – – –
MWM
525
Merriman Wealth Management
Washington
$663K – – –
19 20
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