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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 %
AAS
776
Ameritas Advisory Services
Nebraska
$205K +$205K +12,777 New
OPWM
777
Oxinas Partners Wealth Management
Indiana
$205K -$9.67K -606 -5%
MA
778
MONECO Advisors
Connecticut
$204K +$204K +12,798 New
VWM
779
Vigilare Wealth Management
Arizona
$204K +$204K +12,765 New
ANB
780
Amarillo National Bank
Texas
$203K +$203K +12,732 New
CWS
781
Cypress Wealth Services
California
$202K -$22.7K -1,425 -10%
AIM
782
Aurora Investment Managers
Florida
$202K -$28.2K -1,767 -12%
WFS
783
Walker Financial Services
Kentucky
$202K – – –
CIA
784
Choate Investment Advisors
Massachusetts
$201K – – –
FFWA
785
FRG Family Wealth Advisors
Washington
$200K +$200K +12,543 New
LFG
786
Larson Financial Group
Missouri
$195K +$4.4K +276 +2%
MFT
787
Moisand Fitzgerald Tamayo
Florida
$191K -$1.15K -72 -0.6%
CAL
788
Capital Analysts LLC
Pennsylvania
$189K -$1.68K -105 -0.9%
Qube Research & Technologies (QRT)
789
Qube Research & Technologies (QRT)
United Kingdom
$187K +$164K +10,305 +737%
DFC
790
DB Fitzpatrick & Co
Idaho
$183K -$16.5K -1,032 -8%
Citigroup
791
Citigroup
New York
$182K +$75K +4,704 +70%
AWM
792
Abound Wealth Management
Tennessee
$172K +$36.6K +2,295 +27%
EW
793
Element Wealth
Mississippi
$167K +$32.8K +2,058 +24%
IRC
794
Investors Research Corp
Georgia
$159K – – –
CIAS
795
Capital Investment Advisory Services
North Carolina
$148K -$3.14M -196,734 -95%
MAWA
796
Moss Adams Wealth Advisors
Washington
$145K +$191 +12 +0.1%
ACA
797
Aptus Capital Advisors
Alabama
$144K +$6.03K +378 +4%
SIC
798
SJS Investment Consulting
Ohio
$143K -$9.14K -573 -6%
BF
799
BOK Financial
Oklahoma
$141K +$141K +8,832 New
GWANC
800
Guardian Wealth Advisors (North Carolina)
North Carolina
$139K +$574 +36 +0.4%
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