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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
R
2
Rebalance
California
$132M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$96.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
5
M
5
MYeCFO
California
$28.8M

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 %
SWM
751
Spire Wealth Management
Virginia
$219K 4,893 +1 +0%
PWA
752
Providence Wealth Advisors
Illinois
$218K 4,896 +4,896 New
FA
753
Fiduciary Alliance
South Carolina
$216K 4,824 +4,824 New
AIM
754
Aurora Investment Managers
Florida
$216K 4,812 -209 -4%
PK
755
Pflug Koory
Nebraska
$214K 4,771 +335 +8%
VCM
756
Versant Capital Management
Arizona
$213K 4,758 +2 +0%
CCP
757
Clarkston Capital Partners
Michigan
$213K 4,750 +53 +1%
CGPCS
758
Capital Group Private Client Services
California
$212K 4,738 +4,738 New
CWS
759
Cypress Wealth Services
California
$211K 4,704 -237 -5%
CWM
760
C2C Wealth Management
Arizona
$211K 4,591 +3 +0.1%
QCMNJ
761
Quantum Capital Management (New Jersey)
New Jersey
$210K 4,690 +69 +1%
HKIMG
762
Hutchens & Kramer Investment Management Group
Indiana
$210K 4,688 +4,688 New
ACP
763
Aveo Capital Partners
Colorado
$210K 4,687 +4,687 New
OCM
764
Osterweis Capital Management
California
– – – –
LF
765
LifeSteps Financial
California
$210K 4,677 -1,167 -20%
KA
766
Klingman & Associates
New York
$209K 4,664 +4,664 New
SM
767
Sensible Money
Arizona
$208K 4,640 +4,640 New
GLLW
768
Graves Light Lenhart Wealth
Virginia
$208K 4,640 +4,640 New
AC
769
Apella Capital
Connecticut
$207K 4,611 +4,611 New
CIP
770
Capital Insight Partners
Arizona
$206K 4,606 +4,606 New
AWC
771
Adamsbrown Wealth Consultants
Kansas
$206K 4,600 +4,600 New
AFA
772
American Financial Advisors
Georgia
$206K 4,592 +4,592 New
SG
773
StoneX Group
New York
$204K 4,545 -225 -5%
CFA
774
Cahill Financial Advisors
Minnesota
$203K 4,528 -1,283 -22%
TFA
775
Triad Financial Advisors
North Carolina
$202K 4,510 +4,510 New
29 30
31
32 33