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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 %
Renaissance Technologies
626
Renaissance Technologies
New York
$388K +$388K +24,300 New
CNWM
627
Clay Northam Wealth Management
California
$388K – – –
AIM
628
Anchor Investment Management
South Carolina
$387K -$33.7K -2,115 -8%
KC
629
Kades & Cheifetz
Pennsylvania
$387K +$431 +27 +0.1%
WA
630
Waterford Advisors
New York
$386K -$1.44K -90 -0.4%
CWMU
631
Caliber Wealth Management (Utah)
Utah
$380K +$1.44K +90 +0.4%
CFO
632
Custos Family Office
Texas
$377K – – –
PFS
633
Prospera Financial Services
Texas
$374K -$25.8K -1,617 -6%
AFG
634
ABLE Financial Group
Arizona
$374K +$374K +23,445 New
ESB
635
Essex Savings Bank
Connecticut
$374K +$374K +23,430 New
WCM
636
WealthBridge Capital Management
Ohio
$371K -$164K -10,263 -31%
HS
637
Horan Securities
United States
$371K +$21.3K +1,338 +6%
BIG
638
Builder Investment Group
Georgia
$370K +$7.8K +489 +2%
GC
639
Garde Capital
Washington
$370K +$9.92K +621 +3%
RF
640
Rollins Financial
Georgia
$368K – – –
CFB
641
Cullen/Frost Bankers
Texas
$366K -$108K -6,750 -23%
WP
642
WealthSource Partners
California
$361K +$239 +15 +0.1%
EWP
643
Elevation Wealth Partners
California
$357K +$357K +22,368 New
RWP
644
Revolve Wealth Partners
New Jersey
$355K -$39.3K -2,463 -10%
ACP
645
Aveo Capital Partners
Colorado
$354K +$130K +8,154 +58%
PCI
646
Planning Center Inc
Illinois
$354K +$96 +6 +0%
ATC
647
Argent Trust Co
Tennessee
$348K – – –
CA
648
Crewe Advisors
Utah
$346K +$1.01K +63 +0.3%
CW
649
CreativeOne Wealth
Kansas
$345K -$89.8K -5,634 -21%
FVWA
650
Foster Victor Wealth Advisors
South Carolina
$344K -$80.4K -5,058 -19%
24 25
26
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