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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
MIS
51
Morningstar Investment Services
Illinois
$26.9M +$1.42M +90,606 +6%
Osaic Holdings
52
Osaic Holdings
Arizona
$26.3M +$1.11M +71,268 +5%
SFC
53
SYM Financial Corp
Indiana
$26M -$153K -9,786 -0.6%
PIMG
54
Patriot Investment Management Group
Tennessee
$25.7M -$1.71M -109,608 -6%
FNC
55
First National Corp
Massachusetts
$25.3M +$3.48M +222,408 +16%
WA
56
WBH Advisory
Maryland
$25.2M +$24.7M +1,582,812 New
CIA
57
Cape Investment Advisory
Georgia
$24.8M +$24.3M +1,554,999 New
BCMO
58
Buckingham Capital Management (Ohio)
Ohio
$24.7M +$826K +52,803 +4%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$24.5M -$329K -21,054 -1%
LFS
60
Legacy Financial Strategies
Kansas
$24.5M +$676K +43,266 +3%
UCFA
61
United Capital Financial Advisors
Texas
$24.2M -$683K -43,710 -3%
LPL Financial
62
LPL Financial
California
$22.7M -$4.96M -317,499 -18%
LPT
63
Legacy Private Trust
Wisconsin
$22.3M -$1.06M -67,791 -5%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$21.3M +$49.1K +3,138 +0.2%
BC
65
Bartlett & Co
Ohio
$21.3M +$49.1K +3,138 +0.2%
Wells Fargo
66
Wells Fargo
California
$21.2M -$1.43M -91,431 -6%
DLCIG
67
D.L. Carlson Investment Group
New Hampshire
$21M +$448K +28,647 +2%
SA
68
Strategic Advisors
New York
$20.3M -$243K -15,567 -1%
JWS
69
Juncture Wealth Strategies
Arizona
$20.2M -$14.8M -944,013 -43%
TI
70
Truepoint Inc
Ohio
$20M -$1.17K -75 -0%
UBS Group
71
UBS Group
Switzerland
$19.3M -$1.16M -74,142 -6%
PAM
72
Pegasus Asset Management
New York
$18.6M +$176K +11,268 +1%
CCA
73
Cobblestone Capital Advisors
New York
$18.4M -$397K -25,383 -2%
EFG
74
Ethos Financial Group
Pennsylvania
$18.3M +$3.03M +193,491 +20%
JIP
75
Jaffetilchin Investment Partners
Florida
$18.1M +$3M +192,006 +20%

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.