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Schwab US Broad Market ETF

923 hedge funds and large institutions have $7.19B 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, 365 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $77M | Put options by funds: $23.4M

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

4% more funds holding in top 10

Funds holding in top 10: 111115 (+4)

1% more capital invested

Capital invested by funds: $7.09B → $7.19B (+$93.2M)

0% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 365

1% less funds holding

Funds holding: 929923 (-6)

4.51% less ownership

Funds ownership: 105.61%101.1% (-4.5%)

Holders
923
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
14.71%
Holding in Top 10
115
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.6%
% of All Funds
1.83%
New
61
Increased
366
Reduced
365
Closed
45
Calls
$77M
Puts
$23.4M
Net Calls
+$53.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
701
Shepherd Financial Partners
Massachusetts
$279K
VIA
702
Vickerman Investment Advisors
Washington
$277K +$11K +702 +4%
CPC
703
Cookson Peirce & Co
Pennsylvania
$277K +$271K +17,361 New
BWA
704
Burt Wealth Advisors
Maryland
$277K +$7.97K +510 +3%
IAM
705
Innovis Asset Management
Illinois
$276K
CAM
706
Cubic Asset Management
Massachusetts
$275K
SHA
707
Seneca House Advisors
Virginia
$273K +$9.57K +612 +4%
TFS
708
Thoroughbred Financial Services
Tennessee
$271K +$266K +17,016 New
LNC
709
Lincoln National Corp
Pennsylvania
$271K -$154K -9,858 -37%
AMM
710
American Money Management
California
$270K -$20.5K -1,308 -7%
JC
711
Jacobs & Co
California
$270K -$47 -3 -0%
KA
712
Klingman & Associates
New York
$268K +$44.4K +2,838 +20%
RFC
713
Regions Financial Corp
Alabama
$265K
FCIM
714
Fairview Capital Investment Management
California
$265K +$23.5K +1,500 +10%
GLA
715
Good Life Advisors
Pennsylvania
$265K +$985 +63 +0.4%
YAL
716
Your Advocates Ltd
Texas
$262K +$985 +63 +0.4%
SRC
717
Sage Rhino Capital
California
$261K +$844 +54 +0.3%
SFG
718
Sage Financial Group
Pennsylvania
$261K -$24.3K -1,557 -9%
PWA
719
Providence Wealth Advisors
Illinois
$259K +$22.5K +1,437 +10%
BDF
720
Black Diamond Financial
Maryland
$257K +$2.16K +138 +0.9%
V
721
ViaWealth
Kansas
$256K +$938 +60 +0.4%
MIM
722
Moseley Investment Management
Florida
$256K -$17.1K -1,092 -6%
APA
723
Astoria Portfolio Advisors
New York
$256K -$4.13K -264 -2%
BFA
724
Bill Few Associates
Pennsylvania
$255K
WFAG
725
Wescott Financial Advisory Group
Pennsylvania
$254K +$469 +30 +0.2%

SCHB Hedge Fund Activity: Q1 2023 in Review

923 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2023, worth a combined $7.19B — up 1.3% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SCHB positions and 45 closed out — a net gain of 16 holders — while 366 added to existing stakes and 365 trimmed.

The largest buyer was Transform Wealth, adding an estimated $9.24M. The largest seller was Wealthfront Advisers, cutting an estimated $245M.

  • 923 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2023, down from 929 in Q4 2022.
  • Funds reported $7.19B of Schwab US Broad Market ETF stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 61 funds opened new Schwab US Broad Market ETF positions in Q1 2023 and 45 closed out, a net change of +16 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2023 was Transform Wealth, an estimated $9.24M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2023 was Wealthfront Advisers, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2023.