We are live on ! Find out more
SCHB icon

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
BWA
726
Bordeaux Wealth Advisors
California
$253K +$248K +15,867 New
LOIP
727
Live Oak Investment Partners
Texas
$252K
WA
728
Waverly Advisors
Alabama
$251K +$47 +3 +0%
FSWA
729
Financial Synergies Wealth Advisors
Texas
$251K +$188 +12 +0.1%
VFA
730
Valeo Financial Advisors
Indiana
$249K +$281 +18 +0.1%
PAM
731
Private Asset Management
California
$248K -$9.38K -600 -4%
WTC
732
WhitTier Trust Company
Nevada
$245K
CCMI
733
Creative Capital Management Investments
California
$245K +$235 +15 +0.1%
RAG
734
RIA Advisory Group
Iowa
$244K +$240K +15,324 New
CPRC
735
Consolidated Portfolio Review Corp
New York
$244K +$240K +15,321 New
BCM
736
Brainard Capital Management
Texas
$244K +$938 +60 +0.4%
TP
737
Tranquility Partners
Tennessee
$243K +$422 +27 +0.2%
OIA
738
Optimum Investment Advisors
Illinois
$242K
ONSWM
739
Old North State Wealth Management
North Carolina
$242K -$36K -2,304 -13%
BAWC
740
Boyce & Associates Wealth Consulting
Texas
$241K +$47 +3 +0%
AFA
741
American Financial Advisors
Georgia
$240K +$19.4K +1,242 +9%
CWM
742
Connecticut Wealth Management
Connecticut
$237K +$232K +14,862 New
BFM
743
Broadview Financial Management
Wisconsin
$236K +$891 +57 +0.4%
TI
744
Trexquant Investment
Connecticut
$236K +$231K +14,796 New
PSCM
745
Per Stirling Capital Management
Texas
$236K -$14K -894 -6%
LWM
746
Ledge Wealth Management
Minnesota
$235K
FA
747
Fiduciary Alliance
South Carolina
$235K +$3.75K +240 +2%
FBB
748
Fulton Breakefield Broenniman
Maryland
$234K +$235 +15 +0.1%
UB
749
UMB Bank
Missouri
$234K
PMFA
750
Plante Moran Financial Advisors
Michigan
$232K -$19.9K -1,275 -8%

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.