We are live on ! Find out more
SCHB icon

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
SQA
501
Simon Quick Advisors
New Jersey
$753K +$3.85K +246 +0.5%
MS
502
Madden Securities
Texas
$750K -$4.64K -297 -0.6%
GT
503
Greenleaf Trust
Michigan
$744K
TWM
504
Thrive Wealth Management
Pennsylvania
$738K -$1.97K -126 -0.3%
ECG
505
EPIQ Capital Group
California
$734K +$2.77K +177 +0.4%
RA
506
Regis Acquisition
Colorado
$729K +$715K +45,735 New
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$724K +$9.38K +600 +1%
NDSI
508
Newman Dignan & Sheerar Inc
Rhode Island
$721K -$141 -9 -0%
MFG
509
Midwest Financial Group
Kansas
$721K +$707K +45,231 New
BCM
510
Bowie Capital Management
Texas
$718K
CWM
511
Curi Wealth Management
North Carolina
$717K -$174K -11,145 -20%
CAL
512
Capital Advisors Ltd
Ohio
$707K
CA
513
Cetera Advisors
Colorado
$706K -$1.13K -72 -0.2%
WIM
514
Waycross Investment Management
Washington
$700K
KFP
515
KMG Fiduciary Partners
Ohio
$699K +$299K +19,146 +78%
FWA
516
FSM Wealth Advisors
Ohio
$698K +$141K +9,000 +26%
MAC
517
Mason & Associates (California)
California
$696K +$8.68K +555 +1%
SWM
518
Spire Wealth Management
Virginia
$693K +$450K +28,755 +196%
BEW
519
Burton Enright Welch
California
$682K -$193K -12,327 -22%
SAF
520
Smith Anglin Financial
Texas
$675K +$2.53K +162 +0.4%
BC
521
Barrett & Company
Rhode Island
$672K +$1.27K +81 +0.2%
SFS
522
Sowell Financial Services
Arkansas
$672K -$15.2K -975 -2%
USCWA
523
U.S. Capital Wealth Advisors
Texas
$666K
MIA
524
MainStreet Investment Advisors
Illinois
$664K
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$664K

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.