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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
R
2
Rebalance
California
$132M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$96.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
5
M
5
MYeCFO
California
$28.8M

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 Market Value Shares Shares
Change 		Shares
Change %
PIMG
51
Patriot Investment Management Group
Tennessee
$27.4M 574,292 -20,942 -4%
LPL Financial
52
LPL Financial
California
$26M 579,602 +23,106 +4%
PRS
53
Pinkerton Retirement Specialists
Idaho
$25.8M 576,287 +558,092 +3,067%
SFC
54
SYM Financial Corp
Indiana
$24.5M 546,500 +4,117 +0.8%
MIS
55
Morningstar Investment Services
Illinois
$24.3M 541,421 +21,697 +4%
Osaic Holdings
56
Osaic Holdings
Arizona
$23.6M 526,152 +33,122 +7%
UCFA
57
United Capital Financial Advisors
Texas
$23.3M 520,381 -143,993 -22%
FANJ
58
Financial Architects (New Jersey)
New Jersey
$23.2M 518,775 -8,296 -2%
BCMO
59
Buckingham Capital Management (Ohio)
Ohio
$22.3M 498,139 +90,128 +22%
LFS
60
Legacy Financial Strategies
Kansas
$22.3M 496,778 +2,143 +0.4%
LPT
61
Legacy Private Trust
Wisconsin
$21.9M 489,023 +6,196 +1%
EE
62
EWG Elevate
California
$21.9M 488,303 +10,074 +2%
PPW
63
Pasadena Private Wealth
California
$21.3M 475,591 +475,591 New
Wells Fargo
64
Wells Fargo
California
$21.2M 473,365 +47,031 +11%
FNC
65
First National Corp
Massachusetts
$20.3M 454,122 +125,349 +38%
BAM
66
Belpointe Asset Management
Nevada
$20M 447,170 +394,551 +750%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$19.9M 444,663 -4,055 -0.9%
BC
68
Bartlett & Co
Ohio
$19.9M 444,663 -4,055 -0.9%
SA
69
Strategic Advisors
New York
$19.2M 429,217 -17,919 -4%
DLCIG
70
D.L. Carlson Investment Group
New Hampshire
$19.2M 428,927 +67,104 +19%
UBS Group
71
UBS Group
Switzerland
$19.2M 428,564 +9,651 +2%
Cerity Partners
72
Cerity Partners
New York
$19M 418,285 +298,603 +249%
TI
73
Truepoint Inc
Ohio
$18.8M 418,892 – –
CCA
74
Cobblestone Capital Advisors
New York
$17.6M 392,662 +3,120 +0.8%
OIA
75
OneDigital Investment Advisors
Kansas
$17.3M 385,356 +179,577 +87%
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3
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