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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.

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 %
SFP
701
Shepherd Financial Partners
Massachusetts
$261K – – –
ONSWM
702
Old North State Wealth Management
North Carolina
$261K +$1.17K +78 +0.4%
IAM
703
Innovis Asset Management
Illinois
$259K +$259K +17,310 New
CAM
704
Cubic Asset Management
Massachusetts
$258K – – –
CWM
705
Cabot Wealth Management
Massachusetts
$257K -$75.6K -5,055 -23%
MIM
706
Moseley Investment Management
Florida
$256K – – –
APA
707
Astoria Portfolio Advisors
New York
$254K -$12.7K -816 -5%
CWA
708
Carolina Wealth Advisors
South Carolina
$254K +$269 +18 +0.1%
JC
709
Jacobs & Co
California
$252K -$89 -6 -0%
BWA
710
Burt Wealth Advisors
Maryland
$251K – – –
VIA
711
Vickerman Investment Advisors
Washington
$249K +$249K +16,683 New
RFC
712
Regions Financial Corp
Alabama
$248K – – –
IC
713
IEQ Capital
California
$248K -$922K -61,704 -79%
GLA
714
Good Life Advisors
Pennsylvania
$247K +$1.12K +75 +0.5%
SHA
715
Seneca House Advisors
Virginia
$247K -$32.2K -2,157 -12%
YAL
716
Your Advocates Ltd
Texas
$244K +$1.12K +75 +0.5%
SRC
717
Sage Rhino Capital
California
$244K +$896 +60 +0.4%
RWG
718
Ratio Wealth Group
Colorado
$243K – – –
CAP
719
Columbia Advisory Partners
Washington
$243K -$4.75K -318 -2%
V
720
ViaWealth
Kansas
$243K +$243K +16,008 New
PAM
721
Private Asset Management
California
$241K -$29.1K -1,950 -11%
BDF
722
Black Diamond Financial
Maryland
$239K +$627 +42 +0.3%
BFA
723
Bill Few Associates
Pennsylvania
$239K +$239K +15,972 New
WFAG
724
Wescott Financial Advisory Group
Pennsylvania
$238K +$493 +33 +0.2%
PMFA
725
Plante Moran Financial Advisors
Michigan
$237K +$5.24K +351 +2%
27 28
29
30 31