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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 %
SIG
551
Stonegate Investment Group
Alabama
$547K -$39.2K -2,622 -7%
Bank of Montreal
552
Bank of Montreal
Ontario, Canada
$538K +$58K +3,882 +12%
VCM
553
Vigilant Capital Management
Maine
$534K -$24.7K -1,650 -4%
LW
554
Linscomb Wealth
Texas
$533K +$225K +15,084 +73%
CCM
555
Coldstream Capital Management
Washington
$529K +$529K +35,418 New
BFC
556
Bedel Financial Consulting
Indiana
$527K +$941 +63 +0.2%
GC
557
Grimes & Company
Massachusetts
$524K -$217K -14,550 -29%
PA
558
Perennial Advisors
New York
$521K -$40.2K -2,691 -7%
FWA
559
FSM Wealth Advisors
Ohio
$519K – – –
NCMW
560
Northern Capital Management (Washington)
Washington
$518K -$105K -7,023 -17%
CWA
561
Consilium Wealth Advisory
Texas
$515K – – –
WCM
562
Wealthcare Capital Management
Virginia
$511K – – –
Simplex Trading
563
Simplex Trading
Illinois
$510K +$111K +7,428 +28%
SFG
564
StrategIQ Financial Group
Indiana
$507K -$1.39K -93 -0.3%
VPIM
565
Vanguard Personalized Indexing Management
California
$507K +$63.4K +4,242 +14%
AWA
566
Aletheian Wealth Advisors
Washington
$507K +$807 +54 +0.2%
LIM
567
Loudon Investment Management
New Hampshire
$506K +$17.8K +705 +4%
G
568
Gainplan
Michigan
$503K -$27K -1,806 -5%
WCM
569
WealthBridge Capital Management
Ohio
$501K -$18.7K -1,254 -4%
MRWM
570
ML&R Wealth Management
Texas
$499K -$538K -36,030 -52%
TIM
571
Total Investment Management
Arizona
$494K -$8.87K -594 -2%
Stifel Financial
572
Stifel Financial
Missouri
$491K +$31.7K +2,124 +7%
PWMAG
573
Pinnacle Wealth Management Advisory Group
New Jersey
$487K +$171K +11,463 +54%
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$486K +$424K +28,362 +677%
AWM
575
Apollon Wealth Management
South Carolina
$485K -$47K -3,144 -9%
21 22
23
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