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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
HSA
2
HBK Sorce Advisory
Pennsylvania
$96.2M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
4
HWM
4
HB Wealth Management
Georgia
$122M
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$25.8M

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 %
LOIP
726
Live Oak Investment Partners
Texas
– – – –
WA
727
Waverly Advisors
Alabama
$235K 5,253 +90 +2%
CPP
728
Capasso Planning Partners
South Carolina
$235K 5,244 +1 +0%
FSWA
729
Financial Synergies Wealth Advisors
Texas
$234K 5,232 +4,067 +349%
PSCM
730
Per Stirling Capital Management
Texas
$234K 5,220 +5,220 New
BWM
731
BlackDiamond Wealth Management
New York
$234K 5,099 +5,099 New
VFA
732
Valeo Financial Advisors
Indiana
$233K 5,204 -2,355 -31%
HWA
733
Heritage Wealth Advisors
Virginia
$232K 5,183 – –
WTC
734
WhitTier Trust Company
Nevada
$229K 5,118 – –
ML
735
McAdam LLC
Pennsylvania
$229K 2,023 +2,023 New
CCMI
736
Creative Capital Management Investments
California
$229K 5,112 +5,112 New
BCM
737
Brainard Capital Management
Texas
$228K 5,087 +5,087 New
TP
738
Tranquility Partners
Tennessee
$228K 5,077 -375 -7%
OIA
739
Optimum Investment Advisors
Illinois
$227K 5,064 – –
NL
740
NWAM LLC
Washington
$227K 5,054 +5,054 New
BAWC
741
Boyce & Associates Wealth Consulting
Texas
$226K 5,052 -142 -3%
FCIM
742
Fairview Capital Investment Management
California
$226K 5,038 +5,038 New
AWA
743
Arkadios Wealth Advisors
Georgia
$224K 5,006 +5,006 New
FPFS
744
First Personal Financial Services
North Carolina
$224K 5,000 -1,000 -17%
SWIM
745
Smallwood Wealth Investment Management
New Jersey
$223K 4,986 – –
BFM
746
Broadview Financial Management
Wisconsin
$220K 4,920 +22 +0.4%
LWM
747
Ledge Wealth Management
Minnesota
$220K 4,920 -135 -3%
UB
748
UMB Bank
Missouri
$220K 4,900 – –
FBB
749
Fulton Breakefield Broenniman
Maryland
$219K 4,896 +4,896 New
SSB
750
Sandy Spring Bank
Maryland
$219K 4,889 +3 +0.1%
28 29
30
31 32