SCHB icon

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 %
Citigroup
801
Citigroup
New York
$100K 2,241 +60 +3%
TF
802
Tompkins Financial
New York
$98K 2,178 – –
SPIA
803
Steward Partners Investment Advisory
New York
$92.7K 2,068 -163 -7%
LB
804
Legacy Bridge
Iowa
$91.9K 2,050 – –
HPC
805
HM Payson & Co
Maine
$87K 1,941 – –
CFGS
806
Concourse Financial Group Securities
Alabama
$83.8K 1,870 – –
CG
807
Cutler Group
California
$83K 1,862 +1,862 New
TSWM
808
Tyler-Stone Wealth Management
Ohio
$79K 1,760 – –
TWA
809
TCI Wealth Advisors
Arizona
$75.4K 1,682 +1,258 +297%
First Manhattan
810
First Manhattan
New York
$70K 1,562 +40 +3%
MWM
811
MinichMacGregor Wealth Management
New York
$69.6K 1,553 +1,553 New
ME
812
McIlrath & Eck
Washington
$67.5K 1,506 – –
CWC
813
Carolinas Wealth Consulting
North Carolina
$65.9K 1,470 +506 +52%
PCM
814
Perritt Capital Management
Illinois
$63.2K 1,410 +1,410 New
WT
815
Whittier Trust
California
$62.6K 1,397 – –
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.2K 1,322 +904 +216%
BWM
817
BerganKDV Wealth Management
Minnesota
$58.7K 1,311 -69 -5%
CA
818
Clearstead Advisors
Ohio
$57.2K 1,276 -112 -8%
MA
819
Montag & Associates
Georgia
$54.8K 1,224 +1,224 New
CWM
820
Cedar Wealth Management
California
$53.8K 1,200 – –
GWS
821
Glassman Wealth Services
Virginia
$53.6K 1,196 – –
PO
822
Private Ocean
California
$52K 1,160 +4 +0.3%
NG
823
NWK Group
California
$49.9K 1,114 +57 +5%
BCMLT
824
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.3K 1,100 +700 +175%
MAWCM
825
Mine & Arao Wealth Creation & Management
California
$48.6K 1,084 – –
31 32
33
34 35