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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.

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
1
Transform Wealth
Colorado
$15.8M
2
HCM
2
Hengehold Capital Management
Ohio
$116M
3
AI
3
Accredited Investors
Minnesota
$42.8M
4
Lido Advisors
4
Lido Advisors
California
$8.29M
5
CFGSD
5
Compass Financial Group (South Dakota)
South Dakota
$12.3M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.24B
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$52.9M
3
PPW
3
Pasadena Private Wealth
California
$0
4
BAM
4
Belpointe Asset Management
Nevada
$1.8M
5
Bank of America
5
Bank of America
North Carolina
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
51
Morningstar Investment Services
Illinois
$26.9M +$1.42M +90,606 +6%
Osaic Holdings
52
Osaic Holdings
Arizona
$26.3M +$1.14M +71,268 +5%
SFC
53
SYM Financial Corp
Indiana
$26M -$156K -9,786 -0.6%
PIMG
54
Patriot Investment Management Group
Tennessee
$25.7M -$1.75M -109,608 -6%
FNC
55
First National Corp
Massachusetts
$25.3M +$3.55M +222,408 +16%
WA
56
WBH Advisory
Maryland
$25.2M +$25.2M +1,582,812 New
CIA
57
Cape Investment Advisory
Georgia
$24.8M +$24.8M +1,554,999 New
BCMO
58
Buckingham Capital Management (Ohio)
Ohio
$24.7M +$842K +52,803 +4%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$24.5M -$336K -21,054 -1%
LFS
60
Legacy Financial Strategies
Kansas
$24.5M +$690K +43,266 +3%
UCFA
61
United Capital Financial Advisors
Texas
$24.2M -$697K -43,710 -3%
LPL Financial
62
LPL Financial
California
$22.7M -$5.06M -317,499 -18%
LPT
63
Legacy Private Trust
Wisconsin
$22.3M -$1.08M -67,791 -5%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$21.3M +$50.1K +3,138 +0.2%
BC
65
Bartlett & Co
Ohio
$21.3M +$50.1K +3,138 +0.2%
Wells Fargo
66
Wells Fargo
California
$21.2M -$1.46M -91,431 -6%
DLCIG
67
D.L. Carlson Investment Group
New Hampshire
$21M +$457K +28,647 +2%
SA
68
Strategic Advisors
New York
$20.3M -$248K -15,567 -1%
JWS
69
Juncture Wealth Strategies
Arizona
$20.2M -$15.1M -944,013 -43%
TI
70
Truepoint Inc
Ohio
$20M -$1.2K -75 -0%
UBS Group
71
UBS Group
Switzerland
$19.3M -$1.18M -74,142 -6%
PAM
72
Pegasus Asset Management
New York
$18.6M +$180K +11,268 +1%
CCA
73
Cobblestone Capital Advisors
New York
$18.4M -$405K -25,383 -2%
EFG
74
Ethos Financial Group
Pennsylvania
$18.3M +$3.09M +193,491 +20%
JIP
75
Jaffetilchin Investment Partners
Florida
$18.1M +$3.06M +192,006 +20%
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