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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 %
IIC
576
Ironwood Investment Counsel
Arizona
$484K – – –
HBT
577
Hills Bank & Trust
Iowa
$479K – – –
BAM
578
Bosun Asset Management
Illinois
$479K – – –
PA
579
Perennial Advisors
New York
$477K -$80K -5,013 -14%
APP
580
Avantax Planning Partners
Iowa
$469K -$12.5K -783 -3%
WP
581
Westmount Partners
California
$469K +$1.2K +75 +0.3%
TIM
582
Total Investment Management
Arizona
$469K -$58.7K -3,681 -11%
NSIM
583
North Star Investment Management
Illinois
$468K – – –
WCM
584
Wealthcare Capital Management
Virginia
$464K -$82.4K -5,166 -15%
RI
585
Rinkey Investments
California
$461K +$1.05K +66 +0.2%
HNB
586
Huntington National Bank
Ohio
$459K -$556K – –
AL
587
ACAS LLC
California
$457K -$14.1K -882 -3%
MWM
588
Mission Wealth Management
California
$456K -$27.1K -1,698 -6%
AC
589
Abbrea Capital
California
$454K +$48.8K +3,060 +12%
AWM
590
Altus Wealth Management
Kentucky
$452K +$24.2K +1,518 +6%
GC
591
Gilbert & Cook
Iowa
$452K – – –
JWM
592
Janiczek Wealth Management
Colorado
$449K +$61K +3,804 +16%
WAM
593
Weatherly Asset Management
California
$446K +$718 +45 +0.2%
WCM
594
Washburn Capital Management
Florida
$446K +$18.1K +1,134 +4%
IFS
595
Ifrah Financial Services
Arkansas
$442K +$3.54K +222 +0.8%
GW
596
GW & Wade
Massachusetts
$442K +$17.6K +1,104 +4%
WFA
597
West Financial Advisors
Iowa
$440K +$6.89K +432 +2%
AA
598
AF Advisors
California
$439K +$38.4K +2,406 +10%
IF
599
Ironwood Financial
Arizona
$439K -$1.34K -84 -0.3%
G
600
Gainplan
Michigan
$439K -$98.7K -6,186 -18%
22 23
24
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