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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 %
VDI
526
Vaughan David Investments
Illinois
$663K +$663K +41,550 New
PFA
527
Pinnacle Family Advisors
Missouri
$661K +$236K +14,799 +56%
MAG
528
Mayfair Advisory Group
Alabama
$659K +$12.9K +804 +2%
TAM
529
Townsend Asset Management
North Carolina
$655K +$718 +45 +0.1%
LSIA
530
LaSalle St. Investment Advisors
Illinois
$647K -$86.6K -5,439 -12%
SAM
531
Summit Asset Management
Tennessee
$646K +$6.6K +414 +1%
CFG
532
Citizens Financial Group
Rhode Island
$641K +$2.44K +153 +0.4%
Rockefeller Capital Management
533
Rockefeller Capital Management
New York
$639K +$49.9K +3,129 +8%
RWRC
534
R.W. Roge & Company
New York
$638K -$264K -16,596 -29%
TCM
535
True Capital Management
California
$635K – – –
LWM
536
Liberty Wealth Management
California
$630K +$630K +40,293 New
BCI
537
Brinker Capital Investments
Pennsylvania
$622K +$306K +19,206 +97%
OPS
538
Orion Portfolio Solutions
Nebraska
$622K +$622K +39,009 New
DSAM
539
Dock Street Asset Management
Florida
$622K – – –
HI
540
Hudock Inc
Pennsylvania
$619K +$32.4K +2,031 +6%
CIC
541
Carnegie Investment Counsel
Ohio
$616K -$12.7K -798 -2%
EGWAG
542
Elwood & Goetz Wealth Advisory Group
Georgia
$612K +$11.5K +720 +2%
KPWS
543
Kestra Private Wealth Services
Texas
$603K +$198K +12,384 +49%
LAM
544
LifePro Asset Management
California
$591K – – –
FA
545
Faithward Advisors
Pennsylvania
$577K -$770K -48,195 -57%
JIR
546
James Investment Research
Ohio
$575K +$214K +13,425 +59%
CF
547
Cantor Fitzgerald
New York
$574K -$24.5K -1,536 -4%
DP
548
Denver PWM
Colorado
$573K -$45.9K -2,865 -7%
TCM
549
Twele Capital Management
Minnesota
$571K -$16.9K -1,059 -3%
GC
550
Grimes & Company
Massachusetts
$559K +$96 +6 +0%
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