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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 %
RCWM
676
Royal Capital Wealth Management
Indiana
$314K +$96 +6 +0%
LNWWM
677
Laird Norton Wetherby Wealth Management
California
$312K +$96 +6 +0%
WP
678
WealthShield Partners
North Carolina
$308K -$43.5K -2,727 -12%
ECM
679
Evergreen Capital Management
Washington
$308K +$16.3K +1,023 +6%
DBT
680
Dubuque Bank & Trust
Iowa
$303K -$29.9K -1,872 -9%
TSWM
681
Triangle Securities Wealth Management
North Carolina
$301K +$18.7K +1,173 +7%
TIA
682
Tiemann Investment Advisors
California
$300K -$8.47K -531 -3%
PB
683
Pinnacle Bancorp
Nebraska
$300K – – –
BTI
684
Blue Trust Inc
Georgia
$299K +$7.81K +522 +3%
I2I
685
Insight 2811 Inc
Illinois
$298K +$298K +18,699 New
TBWA
686
Three Bridge Wealth Advisors
California
$297K -$40.2K -2,520 -12%
AWM
687
Apollon Wealth Management
South Carolina
$297K -$221K -13,875 -43%
PP
688
PDS Planning
Ohio
$296K +$96 +6 +0%
CAS
689
Coppell Advisory Solutions
Texas
$292K +$292K +18,567 +154,725%
CASC
690
Coppell Advisory Solutions Corp
Texas
$292K +$292K +18,567 +154,725%
IC
691
IEQ Capital
California
$292K +$27.1K +1,698 +10%
MWA
692
Monograph Wealth Advisors
California
$288K – – –
UAS
693
United Asset Strategies
New York
$287K – – –
SPWM
694
Schrum Private Wealth Management
Florida
$285K -$1.05K -66 -0.4%
EW
695
Evoke Wealth
California
$283K – – –
AWM
696
Arista Wealth Management
Nevada
$282K – – –
SCM
697
Schnieders Capital Management
California
$282K +$48 +3 +0%
SGWM
698
Sterling Group Wealth Management
California
$282K +$1.1K +69 +0.4%
FCI
699
Financial Counselors Inc
Kansas
$281K +$281K +17,592 New
SFP
700
Shepherd Financial Partners
Massachusetts
$279K – – –
26 27
28
29 30