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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 %
USCWA
526
U.S. Capital Wealth Advisors
Texas
$623K -$5.06K -339 -0.8%
MIA
527
MainStreet Investment Advisors
Illinois
$622K – – –
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$622K -$10K -672 -2%
MWM
529
Merriman Wealth Management
Washington
$621K – – –
TAM
530
Townsend Asset Management
North Carolina
$613K -$6.05K -405 -1%
MAG
531
Mayfair Advisory Group
Alabama
$611K +$368K +24,279 +151%
SAM
532
Stone Asset Management
Texas
$601K +$2.73K +183 +0.5%
SAM
533
Summit Asset Management
Tennessee
$599K +$5.65K +378 +1%
CFG
534
Citizens Financial Group
Rhode Island
$598K +$2.73K +183 +0.5%
EPM
535
Elm Partners Management
Pennsylvania
$596K -$1.16M -77,898 -66%
TCM
536
True Capital Management
California
$595K +$595K +39,807 New
LAM
537
LifePro Asset Management
California
$591K – – –
CIC
538
Carnegie Investment Counsel
Ohio
$589K +$18.2K +1,221 +3%
DSAM
539
Dock Street Asset Management
Florida
$582K – – –
US Bancorp
540
US Bancorp
Minnesota
$578K +$23.7K +1,590 +4%
DP
541
Denver PWM
Colorado
$578K -$153K -10,215 -21%
EGWAG
542
Elwood & Goetz Wealth Advisory Group
Georgia
$562K -$13.4K -894 -2%
CF
543
Cantor Fitzgerald
New York
$560K +$11.1K +741 +2%
SFS
544
Stiles Financial Services
Minnesota
$557K +$108 +6 +0%
HNB
545
Huntington National Bank
Ohio
$556K -$940K – –
NA
546
NewEdge Advisors
Louisiana
$552K +$90.1K +16,797 +20%
Rockefeller Capital Management
547
Rockefeller Capital Management
New York
$551K -$38.7K -2,598 -7%
TCM
548
Twele Capital Management
Minnesota
$551K +$13.3K +888 +2%
GJIA
549
Glass Jacobson Investment Advisors
Maryland
$549K +$549K +36,786 New
HI
550
Hudock Inc
Pennsylvania
$549K +$2.2K +147 +0.4%
20 21
22
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