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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 %
JWM
576
Jeppson Wealth Management
California
$479K -$65.2K -4,362 -12%
RPSA
577
Richard P. Slaughter Associates
Texas
$477K -$16.7K -1,119 -3%
DAS
578
Dynamic Advisor Solutions
Arizona
$469K -$80.1K -5,361 -15%
CBFP
579
Cedar Brook Financial Partners
Ohio
$466K +$10.3K +687 +2%
KL
580
KilterHowling LLC
Colorado
$463K +$463K +30,999 New
FW
581
FirstPurpose Wealth
Utah
$459K -$50.4K -3,375 -10%
SIMG
582
Sonora Investment Management Group
Arizona
$455K +$455K +30,462 New
MWM
583
Mission Wealth Management
California
$453K +$77.8K +5,208 +21%
IIC
584
Ironwood Investment Counsel
Arizona
$453K – – –
APP
585
Avantax Planning Partners
Iowa
$451K -$23.6K -1,578 -5%
RWA
586
Redmont Wealth Advisors
Illinois
$448K – – –
BAM
587
Bosun Asset Management
Illinois
$448K – – –
HBT
588
Hills Bank & Trust
Iowa
$448K – – –
CFB
589
Cullen/Frost Bankers
Texas
$444K – – –
AL
590
ACAS LLC
California
$441K +$441K +29,517 New
NSIM
591
North Star Investment Management
Illinois
$438K – – –
WP
592
Westmount Partners
California
$438K +$438K +29,337 New
RI
593
Rinkey Investments
California
$431K -$2.11K -141 -0.5%
FM
594
Foster & Motley
Ohio
$431K -$6.41K -429 -1%
IFA
595
Index Fund Advisors
California
$431K +$1.57K +105 +0.4%
GC
596
Gilbert & Cook
Iowa
$423K – – –
FCA
597
FinTrust Capital Advisors
South Carolina
$418K +$260K +17,412 +165%
WAM
598
Weatherly Asset Management
California
$417K +$448 +30 +0.1%
IF
599
Ironwood Financial
Arizona
$412K +$73K +4,887 +22%
IFS
600
Ifrah Financial Services
Arkansas
$411K -$6.14K -411 -1%
22 23
24
25 26