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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 %
SFG
651
Sovereign Financial Group
Connecticut
$343K -$40.1K -2,514 -10%
SSI
652
Scott & Selber Inc
Texas
$342K +$192 +12 +0.1%
WIA
653
World Investment Advisors
California
$340K – – –
BP
654
Broadleaf Partners
Ohio
$340K -$1.68M -105,024 -83%
CPWM
655
Cypress Point Wealth Management
Texas
$340K +$24K +1,506 +8%
YIH
656
Y-Intercept (HK)
Hong Kong
$339K +$339K +21,285 New
RCAG
657
Rehmann Capital Advisory Group
Michigan
$338K – – –
SRWM
658
Shira Ridge Wealth Management
California
$337K – – –
BFM
659
Boston Financial Management
Massachusetts
$336K -$64.2K -4,026 -16%
OWM
660
Orgel Wealth Management
Wisconsin
$334K +$20.3K +1,275 +6%
RPA
661
Rock Point Advisors
Vermont
$333K – – –
LW
662
Linscomb Wealth
Texas
$329K -$239K -15,006 -42%
AMIM
663
Aull & Monroe Investment Management
Alabama
$327K -$7.66K -480 -2%
FFM
664
Forum Financial Management
Illinois
$327K -$98.2K -6,156 -23%
RVPG
665
Relative Value Partners Group
$327K +$144 +9 +0%
WPC
666
Wedmont Private Capital
Pennsylvania
$326K +$48 +3 +0%
BWP
667
Baldwin Wealth Partners
Massachusetts
$326K -$19.1K -1,200 -6%
RA
668
Ruggaard & Associates
Ohio
$325K +$325K +20,364 New
CGFA
669
Colton Groome Financial Advisors
North Carolina
$325K -$31.2K -1,953 -9%
AAG
670
Armstrong Advisory Group
Massachusetts
$324K – – –
TCWM
671
Total Clarity Wealth Management
Illinois
$321K +$36.8K +2,304 +13%
MFC
672
Morris Financial Concepts
South Carolina
$320K +$320K +20,031 New
LAIC
673
Lederer & Associates Investment Counsel
California
$319K – – –
SWP
674
Stratos Wealth Partners
Ohio
$318K +$318K +19,917 New
WCFA
675
Walkner Condon Financial Advisors
Wisconsin
$316K – – –
25 26
27
28 29