SCHB icon

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
$15.8M
2
HCM
Hengehold Capital Management
Ohio
$116M
3
AI
Accredited Investors
Minnesota
$42.8M
4
Lido Advisors
Lido Advisors
California
$8.29M
5
CFGSD
Compass Financial Group (South Dakota)
South Dakota
$12.3M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.24B
2
HSA
HBK Sorce Advisory
Pennsylvania
$52.9M
3
PPW
Pasadena Private Wealth
California
$0
4
BAM
Belpointe Asset Management
Nevada
$1.8M
5
Bank of America
Bank of America
North Carolina
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
801
TFO Wealth Partners
Ohio
$128K +$127K +7,959 +13,963%
SSB
802
Sandy Spring Bank
Maryland
$126K -$108K -6,786 -46%
AIA
803
Armor Investment Advisors
North Carolina
$124K -$7.66K -480 -6%
SPIA
804
Steward Partners Investment Advisory
New York
$123K +$24.1K +1,512 +24%
PFSC
805
Peoples Financial Services Corp
Pennsylvania
$110K – – –
PCFFS
806
Pacific Center for Financial Services
California
$104K +$104K +6,534 New
TF
807
Tompkins Financial
New York
$104K – – –
SS
808
Sunbelt Securities
Texas
$102K +$102K +6,468 New
LB
809
Legacy Bridge
Iowa
$98.1K – – –
SWA
810
Sutton Wealth Advisors
Florida
$96.4K -$20.7K -1,296 -18%
HPC
811
HM Payson & Co
Maine
$92.9K – – –
BWM
812
BerganKDV Wealth Management
Minnesota
$86.7K +$24K +1,506 +38%
PCM
813
Perritt Capital Management
Illinois
$79K +$11.6K +726 +17%
VWM
814
Venturi Wealth Management
Texas
$77.9K +$77.9K +4,881 New
PFBT
815
Parkside Financial Bank & Trust
Missouri
$77.2K +$43K +2,697 +126%
First Manhattan
816
First Manhattan
New York
$72.8K -$1.91K -120 -3%
CWC
817
Carolinas Wealth Consulting
North Carolina
$71.5K +$1.15K +72 +2%
PGAM
818
Princeton Global Asset Management
New Jersey
$70.6K +$21.6K +1,356 +44%
ME
819
McIlrath & Eck
Washington
$70.4K -$1.63K -102 -2%
WT
820
Whittier Trust
California
$66.8K – – –
CA
821
Clearstead Advisors
Ohio
$61.2K +$144 +9 +0.2%
MA
822
Montag & Associates
Georgia
$58.8K +$191 +12 +0.3%
CWM
823
Cedar Wealth Management
California
$57.4K – – –
GWS
824
Glassman Wealth Services
Virginia
$57.2K – – –
CFGS
825
Concourse Financial Group Securities
Alabama
$57K -$32.4K -2,034 -36%
31 32
33
34 35