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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
1
Wealthfront Advisers
California
$1.39B
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$96.2M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
4
HWM
4
HB Wealth Management
Georgia
$122M
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$25.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
BF
2
Brooklyn FI
New York
$1.84M
3
SCM
3
SCS Capital Management
Massachusetts
$216M
4
GAM
4
Gemmer Asset Management
California
$15.4M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
676
Orgel Wealth Management
Wisconsin
$294K +$31.3K +2,097 +12%
RCWM
677
Royal Capital Wealth Management
Indiana
$294K +$4.04K +270 +1%
LNWWM
678
Laird Norton Wetherby Wealth Management
California
$292K +$45 +3 +0%
TIA
679
Tiemann Investment Advisors
California
$289K -$403 -27 -0.1%
JIC
680
Joel Isaacson & Co
New York
$289K +$1.3K +87 +0.5%
CAC
681
Certified Advisory Corp
Florida
$287K +$28K +1,872 +11%
CWM
682
Cranbrook Wealth Management
Michigan
$286K -$344K -23,058 -55%
PB
683
Pinnacle Bancorp
Nebraska
$281K – – –
PP
684
PDS Planning
Ohio
$277K -$9.37K -627 -3%
PSF
685
Pacific Sun Financial
California
$276K – – –
ECM
686
Evergreen Capital Management
Washington
$273K -$2.38K -159 -0.9%
AMM
687
American Money Management
California
$273K +$45 +3 +0%
BTI
688
Blue Trust Inc
Georgia
$272K +$96.5K +6,906 +55%
MWA
689
Monograph Wealth Advisors
California
$270K – – –
UAS
690
United Asset Strategies
New York
$269K – – –
SPWM
691
Schrum Private Wealth Management
Florida
$268K – – –
SFG
692
Sage Financial Group
Pennsylvania
$267K +$9.81K +657 +4%
TCWM
693
Total Clarity Wealth Management
Illinois
$266K -$11.1K -741 -4%
SHWM
694
Silicon Hills Wealth Management
Texas
$265K -$26.3K -1,758 -9%
EW
695
Evoke Wealth
California
$265K – – –
SOS
696
Silver Oak Securities
Tennessee
$265K -$141K -9,435 -35%
TSWM
697
Triangle Securities Wealth Management
North Carolina
$264K +$264K +17,685 New
AWM
698
Arista Wealth Management
Nevada
$264K +$264K +17,682 New
SCM
699
Schnieders Capital Management
California
$264K -$45 -3 -0%
SGWM
700
Sterling Group Wealth Management
California
$263K +$263K +17,586 New
26 27
28
29 30