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 %
NIC
851
Northwest Investment Counselors
Oregon
$28.1K 627 -4 -0.6%
HR
852
Howe & Rusling
New York
$27.8K 620 – –
SC
853
Sierra Capital
Florida
$27K 600 – –
FCAG
854
First Capital Advisors Group
New Jersey
$26.8K 598 -1 -0.2%
MFA
855
McClarren Financial Advisors
Pennsylvania
$26K 592 +3 +0.5%
HWM
856
HighMark Wealth Management
Minnesota
$25.6K 572 +3 +0.5%
TVWM
857
Tower View Wealth Management
Wisconsin
$25K 568 +3 +0.5%
MWA
858
Moser Wealth Advisors
Washington
$24.2K 541 +2 +0.4%
OWA
859
One Wealth Advisors
California
$24.1K 538 +538 New
WPWM
860
Western Pacific Wealth Management
Illinois
$23K 513 +513 New
OFG
861
Oxford Financial Group
Indiana
$22.7K 506 – –
TFM
862
TFC Financial Management
Massachusetts
$22.4K 499 -273 -35%
KFI
863
Key Financial Inc
Pennsylvania
$21.3K 508 – –
GWM
864
Geneos Wealth Management
Colorado
$21.2K 474 +2 +0.4%
WWM
865
Wolff Wiese Magana
California
$21.1K 472 +2 +0.4%
Qube Research & Technologies (QRT)
866
Qube Research & Technologies (QRT)
United Kingdom
$20.9K 466 -3,523 -88%
KHC
867
Koesten Hirschmann & Crabtree
Kansas
$20.8K 464 +464 New
BC
868
Burleson & Co
California
$20.6K 460 – –
CDIA
869
Capital Directions Investment Advisors
Georgia
$20.6K 460 +460 New
RDIA
870
RE Dickinson Investment Advisors
Iowa
$20K 445 +24 +6%
CWA
871
Core Wealth Advisors
Florida
$19.9K 445 +65 +17%
MCA
872
Maryland Capital Advisors
Maryland
$18.7K 417 – –
JGIA
873
Jackson Grant Investment Advisers
Connecticut
$18.1K 405 +2 +0.5%
CFD
874
Creative Financial Designs
Indiana
$17.9K 400 – –
JMF
875
Johnson Midwest Financial
Iowa
$17K 370 – –
33 34
35
36 37