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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
Wealthfront Advisers
California
$1.39B
2
HSA
HBK Sorce Advisory
Pennsylvania
$96.2M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
4
HWM
HB Wealth Management
Georgia
$122M
5
PRS
Pinkerton Retirement Specialists
Idaho
$25.8M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
BF
Brooklyn FI
New York
$1.84M
3
SCM
SCS Capital Management
Massachusetts
$216M
4
GAM
Gemmer Asset Management
California
$15.4M
5
APW
Aurora Private Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
601
Appleton Partners
Massachusetts
$410K +$410K +27,426 New
ACP
602
Aviance Capital Partners
Florida
$409K -$39.3K -2,628 -9%
CW
603
CreativeOne Wealth
Kansas
$408K +$85K +5,685 +26%
WFA
604
West Financial Advisors
Iowa
$406K -$79.8K -5,340 -16%
AWA
605
Aquire Wealth Advisors
Utah
$406K – – –
BAAM
606
Baker Avenue Asset Management
California
$405K – – –
BF
607
Blankinship & Foster
California
$405K +$179 +12 +0%
FVWA
608
Foster Victor Wealth Advisors
South Carolina
$405K +$92.5K +6,108 +30%
WCM
609
Washburn Capital Management
Florida
$401K -$58K -3,885 -13%
AWM
610
Altus Wealth Management
Kentucky
$401K +$1.35K +90 +0.3%
LNC
611
Lincoln National Corp
Pennsylvania
$401K +$2.91K +195 +0.7%
H
612
HoyleCohen
California
$400K +$224 +15 +0.1%
FTUS
613
Flow Traders U.S.
New York
$399K +$399K +26,706 New
FFM
614
Forum Financial Management
Illinois
$399K +$58.6K +3,924 +17%
PFA
615
Pinnacle Family Advisors
Missouri
$398K +$60.2K +4,029 +18%
GW
616
GW & Wade
Massachusetts
$397K -$34.1K -2,283 -8%
AIM
617
Anchor Investment Management
South Carolina
$394K – – –
ACM
618
AlphaStar Capital Management
North Carolina
$393K +$55.8K +3,735 +17%
PIA
619
Pinion Investment Advisors
Kansas
$386K -$8.47K -567 -2%
IF
620
IRON Financial
Illinois
$385K +$3.67K +246 +1%
SWA
621
Sightline Wealth Advisors
Connecticut
$382K +$314 +21 +0.1%
KPWS
622
Kestra Private Wealth Services
Texas
$380K -$1.12K -75 -0.3%
AC
623
Abbrea Capital
California
$379K +$1.03K +69 +0.3%
JWM
624
Janiczek Wealth Management
Colorado
$377K – – –
BFM
625
Boston Financial Management
Massachusetts
$375K +$1.3K +87 +0.3%
23 24
25
26 27