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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
FVWA
651
Foster Victor Wealth Advisors
South Carolina
$344K -$79.1K -5,058 -19%
SFG
652
Sovereign Financial Group
Connecticut
$343K -$39.3K -2,514 -10%
SSI
653
Scott & Selber Inc
Texas
$342K +$188 +12 +0.1%
WIA
654
World Investment Advisors
California
$340K
BP
655
Broadleaf Partners
Ohio
$340K -$1.64M -105,024 -83%
CPWM
656
Cypress Point Wealth Management
Texas
$340K +$23.5K +1,506 +8%
YIH
657
Y-Intercept (HK)
Hong Kong
$339K +$333K +21,285 New
RCAG
658
Rehmann Capital Advisory Group
Michigan
$338K
SRWM
659
Shira Ridge Wealth Management
California
$337K
BFM
660
Boston Financial Management
Massachusetts
$336K -$62.9K -4,026 -16%
OWM
661
Orgel Wealth Management
Wisconsin
$334K +$19.9K +1,275 +6%
RPA
662
Rock Point Advisors
Vermont
$333K
LW
663
Linscomb Wealth
Texas
$329K -$235K -15,006 -42%
AMIM
664
Aull & Monroe Investment Management
Alabama
$327K -$7.5K -480 -2%
FFM
665
Forum Financial Management
Illinois
$327K -$96.3K -6,156 -23%
RVPG
666
Relative Value Partners Group
$327K +$141 +9 +0%
WPC
667
Wedmont Private Capital
Pennsylvania
$326K +$47 +3 +0%
BWP
668
Baldwin Wealth Partners
Massachusetts
$326K -$18.8K -1,200 -6%
RA
669
Ruggaard & Associates
Ohio
$325K +$318K +20,364 New
CGFA
670
Colton Groome Financial Advisors
North Carolina
$325K -$30.5K -1,953 -9%
AAG
671
Armstrong Advisory Group
Massachusetts
$324K
TCWM
672
Total Clarity Wealth Management
Illinois
$321K +$36K +2,304 +13%
MFC
673
Morris Financial Concepts
South Carolina
$320K +$313K +20,031 New
LAIC
674
Lederer & Associates Investment Counsel
California
$319K
SWP
675
Stratos Wealth Partners
Ohio
$318K +$311K +19,917 New

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.