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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 %
PK
751
Pflug Koory
Nebraska
$228K – – –
CCP
752
Clarkston Capital Partners
Michigan
$228K +$813 +51 +0.4%
VCM
753
Versant Capital Management
Arizona
$228K +$96 +6 +0%
CGPCS
754
Capital Group Private Client Services
California
$228K +$861 +54 +0.4%
QCMNJ
755
Quantum Capital Management (New Jersey)
New Jersey
$225K +$383 +24 +0.2%
OCM
756
Osterweis Capital Management
California
$224K -$210K – –
GLLW
757
Graves Light Lenhart Wealth
Virginia
$223K +$814 +51 +0.4%
CWA
758
Carolina Wealth Advisors
South Carolina
$221K -$50.2K -3,150 -19%
SM
759
Sensible Money
Arizona
$221K -$1.34K -84 -0.6%
CIP
760
Capital Insight Partners
Arizona
$220K – – –
HWA
761
Heritage Wealth Advisors
Virginia
$219K -$28.6K -1,794 -12%
CAP
762
Columbia Advisory Partners
Washington
$219K -$40.1K -2,514 -15%
CWM
763
C2C Wealth Management
Arizona
$219K +$95 +6 +0%
NCM
764
Narwhal Capital Management
Georgia
$218K +$218K +13,656 New
CFA
765
Cahill Financial Advisors
Minnesota
$217K +$718 +45 +0.3%
BFO
766
Biltmore Family Office
North Carolina
$217K +$110K +6,879 +102%
TFA
767
Triad Financial Advisors
North Carolina
$216K – – –
SG
768
StoneX Group
New York
$213K -$4.31K -270 -2%
SOS
769
Silver Oak Securities
Tennessee
$212K -$71.1K -4,452 -25%
FFA
770
Farther Finance Advisors
California
$209K +$59.2K +3,714 +39%
KBFS
771
Kohmann Bosshard Financial Services
Ohio
$209K +$209K +13,125 New
PFP
772
Pinnacle Financial Partners
Tennessee
$208K – – –
OC
773
Oppenheimer & Co
New York
$207K +$207K +12,960 New
MM
774
Main Management
California
$206K -$137K -8,565 -40%
AAS
775
Avantax Advisory Services
Texas
$205K +$205K +12,849 New
29 30
31
32 33