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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 %
BFC
601
Bedel Financial Consulting
Indiana
$438K -$125K -7,809 -22%
AP
602
Appleton Partners
Massachusetts
$437K – – –
APG
603
Abacus Planning Group
South Carolina
$434K +$64.2K +4,023 +17%
ML
604
McAdam LLC
Pennsylvania
$434K +$337K +21,159 +349%
RWP
605
Reliant Wealth Planning
Kentucky
$434K -$452K -28,344 -51%
AWA
606
Aquire Wealth Advisors
Utah
$434K – – –
BF
607
Blankinship & Foster
California
$433K +$191 +12 +0%
IF
608
IRON Financial
Illinois
$430K +$18K +1,131 +4%
H
609
HoyleCohen
California
$428K +$239 +15 +0.1%
TCWA
610
Ten Capital Wealth Advisors
Washington
$425K +$215K +13,452 +102%
FCA
611
FinTrust Capital Advisors
South Carolina
$418K – – –
BAAM
612
Baker Avenue Asset Management
California
$418K -$14.9K -936 -3%
ACM
613
AlphaStar Capital Management
North Carolina
$417K -$2.97K -186 -0.7%
SWA
614
Sightline Wealth Advisors
Connecticut
$417K +$8.66K +543 +2%
ACP
615
Aviance Capital Partners
Florida
$416K -$21.2K -1,329 -5%
PIA
616
Pinion Investment Advisors
Kansas
$413K +$335 +21 +0.1%
CAAM
617
Cornerstone Advisors Asset Management
Pennsylvania
$408K +$408K +25,596 New
NFW
618
Noble Family Wealth
Florida
$405K +$405K +25,395 New
NRI
619
NFP Retirement Inc
California
$399K -$276K -17,331 -41%
PWA
620
Physician Wealth Advisors
Utah
$399K +$67.6K +4,200 +20%
PWMAG
621
Pinnacle Wealth Management Advisory Group
New Jersey
$397K -$122K -7,662 -24%
CCM
622
Carlson Capital Management
Minnesota
$394K +$3.3K +207 +0.8%
ACM
623
Armbruster Capital Management
New York
$392K -$48 -3 -0%
FRA
624
Front Row Advisors
California
$392K -$766 -48 -0.2%
HIS
625
Horizon Investment Services
Indiana
$391K +$391K +24,510 New
23 24
25
26 27