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Schwab US Broad Market ETF

923 hedge funds and large institutions have $7.19B 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, 365 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $77M | Put options by funds: $23.4M

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

4% more funds holding in top 10

Funds holding in top 10: 111115 (+4)

1% more capital invested

Capital invested by funds: $7.09B → $7.19B (+$93.2M)

0% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 365

1% less funds holding

Funds holding: 929923 (-6)

4.51% less ownership

Funds ownership: 105.61%101.1% (-4.5%)

Holders
923
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
14.71%
Holding in Top 10
115
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.6%
% of All Funds
1.83%
New
61
Increased
366
Reduced
365
Closed
45
Calls
$77M
Puts
$23.4M
Net Calls
+$53.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
826
Concourse Financial Group Securities
Alabama
$57K -$31.8K -2,034 -36%
PO
827
Private Ocean
California
$55.6K +$141 +9 +0.3%
Simplex Trading
828
Simplex Trading
Illinois
$55K -$480K -30,714 -90%
NG
829
NWK Group
California
$53.3K
MAWCM
830
Mine & Arao Wealth Creation & Management
California
$51.9K
MCM
831
MV Capital Management
Maryland
$50.4K
HFS
832
Hantz Financial Services
Michigan
$49K +$188 +12 +0.4%
EWA
833
EverSource Wealth Advisors
Alabama
$48.9K -$2.25K -144 -4%
FA
834
Fortis Advisors
Pennsylvania
$47.9K
MAM
835
Marquette Asset Management
Minnesota
$47.5K
JFA
836
JNBA Financial Advisors
Minnesota
$43.8K
CTC
837
Central Trust Company
Missouri
$43.5K
WP
838
WealthPLAN Partners
Nebraska
$43.2K +$42.4K +2,709 New
HRC
839
Hoertkorn Richard Charles
$43.1K
Bessemer Group
840
Bessemer Group
New Jersey
$40K -$161K -10,311 -81%
AWM
841
Angeles Wealth Management
California
$38.3K
HCM
842
Hollencrest Capital Management
California
$37.9K
SIS
843
Strategic Investment Solutions
Illinois
$37.8K +$37.1K +2,370 New
GGI
844
Godsey & Gibb Inc
Virginia
$37.2K -$2.96K -189 -8%
LWANC
845
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.9K
TWA
846
TCI Wealth Advisors
Arizona
$36.1K -$43.5K -2,784 -55%
MCM
847
Manchester Capital Management
Vermont
$35.7K +$2.49K +159 +8%
CP
848
Castleview Partners
Texas
$33.8K +$94 +6 +0.3%
DAM
849
Delta Asset Management
Tennessee
$33.4K +$29.9K +1,914 +1,046%
RWM
850
Ruedi Wealth Management
Illinois
$31.3K

SCHB Hedge Fund Activity: Q1 2023 in Review

923 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2023, worth a combined $7.19B — up 1.3% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SCHB positions and 45 closed out — a net gain of 16 holders — while 366 added to existing stakes and 365 trimmed.

The largest buyer was Transform Wealth, adding an estimated $9.24M. The largest seller was Wealthfront Advisers, cutting an estimated $245M.

  • 923 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2023, down from 929 in Q4 2022.
  • Funds reported $7.19B of Schwab US Broad Market ETF stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 61 funds opened new Schwab US Broad Market ETF positions in Q1 2023 and 45 closed out, a net change of +16 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2023 was Transform Wealth, an estimated $9.24M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2023 was Wealthfront Advisers, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2023.