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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 %
HS
651
Horan Securities
United States
$328K +$149K +9,945 +83%
ATC
652
Argent Trust Co
Tennessee
$326K -$442K -29,595 -58%
BWP
653
Baldwin Wealth Partners
Massachusetts
$323K +$323K +21,618 New
PWA
654
Physician Wealth Advisors
Utah
$323K – – –
CA
655
Crewe Advisors
Utah
$323K -$41.7K -2,790 -11%
MM
656
Main Management
California
$321K -$28.9K -1,932 -8%
SSI
657
Scott & Selber Inc
Texas
$320K -$23.6K -1,578 -7%
WIA
658
World Investment Advisors
California
$319K +$319K +21,339 New
GKWIM
659
Gerber Kawasaki Wealth & Investment Management
California
$318K -$560K -37,470 -64%
RCAG
660
Rehmann Capital Advisory Group
Michigan
$317K – – –
TBWA
661
Three Bridge Wealth Advisors
California
$316K -$40K -2,679 -11%
NEGWA
662
New England Guild Wealth Advisors
Connecticut
$316K +$359 +24 +0.1%
SRWM
663
Shira Ridge Wealth Management
California
$315K +$315K +21,114 New
AMIM
664
Aull & Monroe Investment Management
Alabama
$314K – – –
RPA
665
Rock Point Advisors
Vermont
$312K +$13K +870 +4%
DBT
666
Dubuque Bank & Trust
Iowa
$312K +$312K +20,874 New
WPC
667
Wedmont Private Capital
Pennsylvania
$310K +$42.9K +2,829 +16%
RVPG
668
Relative Value Partners Group
$306K +$90 +6 +0%
CIA
669
Capital Investment Advisors
Georgia
$306K +$306K +20,517 New
AAG
670
Armstrong Advisory Group
Massachusetts
$303K +$303K +20,286 New
WMR
671
Wealth Management Resources
Rhode Island
$302K +$302K +18,795 New
LAIC
672
Lederer & Associates Investment Counsel
California
$298K – – –
WCFA
673
Walkner Condon Financial Advisors
Wisconsin
$296K – – –
BCI
674
Brinker Capital Investments
Pennsylvania
$296K – – –
CPWM
675
Cypress Point Wealth Management
Texas
$295K +$295K +19,779 New
25 26
27
28 29