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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 %
EWA
826
EverSource Wealth Advisors
Alabama
$47.9K 1,070 +880 +463%
MCM
827
MV Capital Management
Maryland
$47.2K 1,054 – –
PGAM
828
Princeton Global Asset Management
New Jersey
$46K 1,024 – –
HFS
829
Hantz Financial Services
Michigan
$46K 1,016 +5 +0.5%
FA
830
Fortis Advisors
Pennsylvania
$44.9K 1,002 -132 -12%
MAM
831
Marquette Asset Management
Minnesota
$44.5K 993 -989 -50%
JFA
832
JNBA Financial Advisors
Minnesota
$41K 916 – –
CTC
833
Central Trust Company
Missouri
$40.8K 910 – –
HRC
834
Hoertkorn Richard Charles
$40.3K 900 – –
GGI
835
Godsey & Gibb Inc
Virginia
$37.6K 839 +839 New
CWP
836
Concord Wealth Partners
Virginia
$36K 804 +804 New
AWM
837
Angeles Wealth Management
California
$35.8K 800 +800 New
HCM
838
Hollencrest Capital Management
California
$35.5K 792 +792 New
LWANC
839
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.5K 771 +55 +8%
LS
840
Leelyn Smith
Illinois
$34.4K 767 – –
VWM
841
Valley Wealth Managers
New Jersey
$32.7K 730 +730 New
PFBT
842
Parkside Financial Bank & Trust
Missouri
$32K 715 +2 +0.3%
HWMA
843
Heritage Wealth Management (Arizona)
Arizona
$31.7K 708 +354 +100%
CP
844
Castleview Partners
Texas
$31.5K 704 +4 +0.6%
WAM
845
Worth Asset Management
Texas
$31.4K 700 +120 +21%
MCM
846
Manchester Capital Management
Vermont
$31.1K 694 – –
RIA
847
Realta Investment Advisors
Delaware
$29.8K 666 +2 +0.3%
RWM
848
Ruedi Wealth Management
Illinois
$29.3K 654 +654 New
SIS
849
Sound Income Strategies
Florida
$28.6K 638 +638 New
FHA
850
First Horizon Advisors
Tennessee
$28.5K 635 – –
32 33
34
35 36