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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
$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 %
PO
826
Private Ocean
California
$55.6K +$143 +9 +0.3%
Simplex Trading
827
Simplex Trading
Illinois
$55K -$486K -30,714 -90%
NG
828
NWK Group
California
$53.3K – – –
MAWCM
829
Mine & Arao Wealth Creation & Management
California
$51.9K – – –
MCM
830
MV Capital Management
Maryland
$50.4K – – –
HFS
831
Hantz Financial Services
Michigan
$49K +$192 +12 +0.4%
EWA
832
EverSource Wealth Advisors
Alabama
$48.9K -$2.3K -144 -4%
FA
833
Fortis Advisors
Pennsylvania
$47.9K – – –
MAM
834
Marquette Asset Management
Minnesota
$47.5K – – –
JFA
835
JNBA Financial Advisors
Minnesota
$43.8K – – –
CTC
836
Central Trust Company
Missouri
$43.5K – – –
WP
837
WealthPLAN Partners
Nebraska
$43.2K +$43.2K +2,709 New
HRC
838
Hoertkorn Richard Charles
$43.1K – – –
Bessemer Group
839
Bessemer Group
New Jersey
$40K -$166K -10,311 -81%
AWM
840
Angeles Wealth Management
California
$38.3K – – –
HCM
841
Hollencrest Capital Management
California
$37.9K – – –
SIS
842
Strategic Investment Solutions
Illinois
$37.8K +$37.8K +2,370 New
GGI
843
Godsey & Gibb Inc
Virginia
$37.2K -$3.02K -189 -8%
LWANC
844
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.9K – – –
TWA
845
TCI Wealth Advisors
Arizona
$36.1K -$44.4K -2,784 -55%
MCM
846
Manchester Capital Management
Vermont
$35.7K +$2.54K +159 +8%
CP
847
Castleview Partners
Texas
$33.8K +$96 +6 +0.3%
DAM
848
Delta Asset Management
Tennessee
$33.4K +$30.5K +1,914 +1,046%
RWM
849
Ruedi Wealth Management
Illinois
$31.3K – – –
FHA
850
First Horizon Advisors
Tennessee
$30.4K – – –
32 33
34
35 36