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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 %
EPM
551
Elm Partners Management
Pennsylvania
$555K -$81.4K -5,103 -13%
NCMW
552
Northern Capital Management (Washington)
Washington
$552K -$813 -51 -0.1%
CCM
553
Coldstream Capital Management
Washington
$552K -$13.3K -831 -2%
CWA
554
Consilium Wealth Advisory
Texas
$550K – – –
VCM
555
Vigilant Capital Management
Maine
$548K -$21.5K -1,350 -4%
IFA
556
Index Fund Advisors
California
$544K +$84.3K +5,286 +18%
AWA
557
Aletheian Wealth Advisors
Washington
$542K +$1.01K +63 +0.2%
FW
558
FirstPurpose Wealth
Utah
$538K +$47.7K +2,991 +10%
CSIA
559
Charles Schwab Investment Advisory
California
$536K +$174K +10,908 +48%
MRWM
560
ML&R Wealth Management
Texas
$533K +$48 +3 +0%
SFG
561
StrategIQ Financial Group
Indiana
$532K -$9.95K -624 -2%
SIG
562
Stonegate Investment Group
Alabama
$527K -$57.2K -3,588 -10%
JIC
563
Joel Isaacson & Co
New York
$526K +$217K +13,626 +70%
DOA
564
D'Orazio & Associates
Virginia
$517K -$275K -17,253 -35%
Bank of Montreal
565
Bank of Montreal
Ontario, Canada
$516K -$58.5K -3,663 -10%
JWM
566
Jeppson Wealth Management
California
$513K +$1.87K +117 +0.4%
CBFP
567
Cedar Brook Financial Partners
Ohio
$506K +$7.85K +492 +2%
TF
568
TLWM Financial
Texas
$505K +$505K +31,674 New
LIM
569
Loudon Investment Management
New Hampshire
$498K +$7.68K +315 +2%
ODIJL
570
One Day In July LLC
Vermont
$495K -$327K -20,526 -40%
OSAM
571
O'Shaughnessy Asset Management
Connecticut
$495K -$24.3K -1,524 -5%
RPSA
572
Richard P. Slaughter Associates
Texas
$494K -$15.4K -963 -3%
FM
573
Foster & Motley
Ohio
$493K +$32.6K +2,043 +7%
DAS
574
Dynamic Advisor Solutions
Arizona
$492K -$9.43K -591 -2%
WS
575
Wedbush Securities
California
$484K -$206K -12,921 -30%
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