SCHB icon

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 %
PFS
626
Prospera Financial Services
Texas
$375K -$82.2K -5,502 -18%
RWP
627
Revolve Wealth Partners
New Jersey
$369K +$19.2K +1,284 +5%
KFP
628
KMG Fiduciary Partners
Ohio
$368K +$368K +24,660 New
FRA
629
Front Row Advisors
California
$368K +$448 +30 +0.1%
ACM
630
Armbruster Capital Management
New York
$367K -$89.6K -5,997 -20%
CCM
631
Carlson Capital Management
Minnesota
$366K -$140K -9,363 -28%
CNWM
632
Clay Northam Wealth Management
California
$363K – – –
WA
633
Waterford Advisors
New York
$363K +$363K +24,273 New
KC
634
Kades & Cheifetz
Pennsylvania
$362K +$362K +24,222 New
SFG
635
Sovereign Financial Group
Connecticut
$359K -$448 -30 -0.1%
CWMU
636
Caliber Wealth Management (Utah)
Utah
$354K -$2.82K -189 -0.8%
CFO
637
Custos Family Office
Texas
$353K – – –
AA
638
AF Advisors
California
$352K – – –
APG
639
Abacus Planning Group
South Carolina
$347K +$347K +23,211 New
FPAS
640
Focus Partners Advisor Solutions
Missouri
$347K -$14.8K -993 -4%
RF
641
Rollins Financial
Georgia
$345K – – –
BIG
642
Builder Investment Group
Georgia
$339K +$339K +22,713 New
CSIA
643
Charles Schwab Investment Advisory
California
$339K -$4.08K -273 -1%
JIR
644
James Investment Research
Ohio
$338K -$35.5K -2,376 -10%
WP
645
WealthSource Partners
California
$338K -$38.2K -2,556 -10%
GC
646
Garde Capital
Washington
$337K -$8.39K -561 -2%
EWA
647
EP Wealth Advisors
California
$337K +$337K +22,533 New
CGFA
648
Colton Groome Financial Advisors
North Carolina
$333K – – –
WP
649
WealthShield Partners
North Carolina
$330K -$158K -10,551 -32%
PCI
650
Planning Center Inc
Illinois
$329K +$90 +6 +0%
24 25
26
27 28