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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 %
VIA
701
Vickerman Investment Advisors
Washington
$277K +$11.2K +702 +4%
CPC
702
Cookson Peirce & Co
Pennsylvania
$277K +$277K +17,361 New
BWA
703
Burt Wealth Advisors
Maryland
$277K +$8.14K +510 +3%
IAM
704
Innovis Asset Management
Illinois
$276K – – –
CAM
705
Cubic Asset Management
Massachusetts
$275K – – –
SHA
706
Seneca House Advisors
Virginia
$273K +$9.76K +612 +4%
TFS
707
Thoroughbred Financial Services
Tennessee
$271K +$271K +17,016 New
LNC
708
Lincoln National Corp
Pennsylvania
$271K -$157K -9,858 -37%
AMM
709
American Money Management
California
$270K -$20.9K -1,308 -7%
JC
710
Jacobs & Co
California
$270K -$48 -3 -0%
KA
711
Klingman & Associates
New York
$268K +$45.3K +2,838 +20%
RFC
712
Regions Financial Corp
Alabama
$265K – – –
FCIM
713
Fairview Capital Investment Management
California
$265K +$23.9K +1,500 +10%
GLA
714
Good Life Advisors
Pennsylvania
$265K +$1.01K +63 +0.4%
YAL
715
Your Advocates Ltd
Texas
$262K +$1.01K +63 +0.4%
SRC
716
Sage Rhino Capital
California
$261K +$861 +54 +0.3%
SFG
717
Sage Financial Group
Pennsylvania
$261K -$24.8K -1,557 -9%
PWA
718
Providence Wealth Advisors
Illinois
$259K +$23K +1,437 +10%
BDF
719
Black Diamond Financial
Maryland
$257K +$2.2K +138 +0.9%
V
720
ViaWealth
Kansas
$256K +$957 +60 +0.4%
MIM
721
Moseley Investment Management
Florida
$256K -$17.4K -1,092 -6%
APA
722
Astoria Portfolio Advisors
New York
$256K -$4.19K -264 -2%
BFA
723
Bill Few Associates
Pennsylvania
$255K – – –
WFAG
724
Wescott Financial Advisory Group
Pennsylvania
$254K +$479 +30 +0.2%
BWA
725
Bordeaux Wealth Advisors
California
$253K +$253K +15,867 New
27 28
29
30 31