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Schwab US Broad Market ETF

923 hedge funds and large institutions have $7.19B 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, 365 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $77M | Put options by funds: $23.4M

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

4% more funds holding in top 10

Funds holding in top 10: 111115 (+4)

1% more capital invested

Capital invested by funds: $7.09B → $7.19B (+$93.2M)

0% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 365

1% less funds holding

Funds holding: 929923 (-6)

4.51% less ownership

Funds ownership: 105.61%101.1% (-4.5%)

Holders
923
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
14.71%
Holding in Top 10
115
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.6%
% of All Funds
1.83%
New
61
Increased
366
Reduced
365
Closed
45
Calls
$77M
Puts
$23.4M
Net Calls
+$53.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
626
Horizon Investment Services
Indiana
$391K +$383K +24,510 New
Renaissance Technologies
627
Renaissance Technologies
New York
$388K +$380K +24,300 New
CNWM
628
Clay Northam Wealth Management
California
$388K
AIM
629
Anchor Investment Management
South Carolina
$387K -$33.1K -2,115 -8%
KC
630
Kades & Cheifetz
Pennsylvania
$387K +$422 +27 +0.1%
WA
631
Waterford Advisors
New York
$386K -$1.41K -90 -0.4%
CWMU
632
Caliber Wealth Management (Utah)
Utah
$380K +$1.41K +90 +0.4%
CFO
633
Custos Family Office
Texas
$377K
PFS
634
Prospera Financial Services
Texas
$374K -$25.3K -1,617 -6%
AFG
635
ABLE Financial Group
Arizona
$374K +$367K +23,445 New
ESB
636
Essex Savings Bank
Connecticut
$374K +$366K +23,430 New
WCM
637
WealthBridge Capital Management
Ohio
$371K -$160K -10,263 -31%
HS
638
Horan Securities
United States
$371K +$20.9K +1,338 +6%
BIG
639
Builder Investment Group
Georgia
$370K +$7.65K +489 +2%
GC
640
Garde Capital
Washington
$370K +$9.71K +621 +3%
RF
641
Rollins Financial
Georgia
$368K
CFB
642
Cullen/Frost Bankers
Texas
$366K -$106K -6,750 -23%
WP
643
WealthSource Partners
California
$361K +$235 +15 +0.1%
EWP
644
Elevation Wealth Partners
California
$357K +$350K +22,368 New
RWP
645
Revolve Wealth Partners
New Jersey
$355K -$38.5K -2,463 -10%
ACP
646
Aveo Capital Partners
Colorado
$354K +$127K +8,154 +58%
PCI
647
Planning Center Inc
Illinois
$354K +$94 +6 +0%
ATC
648
Argent Trust Co
Tennessee
$348K
CA
649
Crewe Advisors
Utah
$346K +$985 +63 +0.3%
CW
650
CreativeOne Wealth
Kansas
$345K -$88.1K -5,634 -21%

SCHB Hedge Fund Activity: Q1 2023 in Review

923 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2023, worth a combined $7.19B — up 1.3% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SCHB positions and 45 closed out — a net gain of 16 holders — while 366 added to existing stakes and 365 trimmed.

The largest buyer was Transform Wealth, adding an estimated $9.24M. The largest seller was Wealthfront Advisers, cutting an estimated $245M.

  • 923 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2023, down from 929 in Q4 2022.
  • Funds reported $7.19B of Schwab US Broad Market ETF stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 61 funds opened new Schwab US Broad Market ETF positions in Q1 2023 and 45 closed out, a net change of +16 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2023 was Transform Wealth, an estimated $9.24M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2023 was Wealthfront Advisers, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2023.