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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.

New
Increased
Maintained
Reduced
Closed
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
Transform Wealth
Colorado
+$9.42M
2
HCM
Hengehold Capital Management
Ohio
+$9.18M
3
AI
Accredited Investors
Minnesota
+$7.5M
4
Lido Advisors
Lido Advisors
California
+$6.21M
5
CFGSD
Compass Financial Group (South Dakota)
South Dakota
+$5.86M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$250M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$49.8M
3
PPW
Pasadena Private Wealth
California
-$21.3M
4
BAM
Belpointe Asset Management
Nevada
-$19.6M
5
Bank of America
Bank of America
North Carolina
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIP
726
Live Oak Investment Partners
Texas
$252K -$236K – –
WA
727
Waverly Advisors
Alabama
$251K +$48 +3 +0%
FSWA
728
Financial Synergies Wealth Advisors
Texas
$251K +$191 +12 +0.1%
VFA
729
Valeo Financial Advisors
Indiana
$249K +$287 +18 +0.1%
PAM
730
Private Asset Management
California
$248K -$9.57K -600 -4%
WTC
731
WhitTier Trust Company
Nevada
$245K – – –
CCMI
732
Creative Capital Management Investments
California
$245K +$239 +15 +0.1%
RAG
733
RIA Advisory Group
Iowa
$244K +$244K +15,324 New
CPRC
734
Consolidated Portfolio Review Corp
New York
$244K +$244K +15,321 New
BCM
735
Brainard Capital Management
Texas
$244K +$957 +60 +0.4%
TP
736
Tranquility Partners
Tennessee
$243K +$431 +27 +0.2%
OIA
737
Optimum Investment Advisors
Illinois
$242K – – –
ONSWM
738
Old North State Wealth Management
North Carolina
$242K -$36.8K -2,304 -13%
BAWC
739
Boyce & Associates Wealth Consulting
Texas
$241K +$48 +3 +0%
AFA
740
American Financial Advisors
Georgia
$240K +$19.8K +1,242 +9%
CWM
741
Connecticut Wealth Management
Connecticut
$237K +$237K +14,862 New
BFM
742
Broadview Financial Management
Wisconsin
$236K +$909 +57 +0.4%
TI
743
Trexquant Investment
Connecticut
$236K +$236K +14,796 New
PSCM
744
Per Stirling Capital Management
Texas
$236K -$14.3K -894 -6%
LWM
745
Ledge Wealth Management
Minnesota
$235K – – –
FA
746
Fiduciary Alliance
South Carolina
$235K +$3.83K +240 +2%
FBB
747
Fulton Breakefield Broenniman
Maryland
$234K +$239 +15 +0.1%
UB
748
UMB Bank
Missouri
$234K – – –
PMFA
749
Plante Moran Financial Advisors
Michigan
$232K -$20.3K -1,275 -8%
AWC
750
Adamsbrown Wealth Consultants
Kansas
$229K +$8.47K +531 +4%
28 29
30
31 32