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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 %
NIC
851
Northwest Investment Counselors
Oregon
$30K – – –
RI
852
Ridgewood Investments
New Jersey
$28.9K +$28.9K +1,812 New
FCAG
853
First Capital Advisors Group
New Jersey
$28.6K – – –
WAM
854
Worth Asset Management
Texas
$27.8K -$5.74K -360 -17%
HWM
855
HighMark Wealth Management
Minnesota
$27.5K +$96 +6 +0.3%
TVWM
856
Tower View Wealth Management
Wisconsin
$27K +$95 +6 +0.4%
MFA
857
McClarren Financial Advisors
Pennsylvania
$27K +$91 +6 +0.3%
OFG
858
Oxford Financial Group
Indiana
$25.1K +$909 +57 +4%
AFG
859
Albion Financial Group
Utah
$24.9K -$146K -9,147 -85%
WPWM
860
Western Pacific Wealth Management
Illinois
$24.5K – – –
TFM
861
TFC Financial Management
Massachusetts
$23.9K +$48 +3 +0.2%
GWM
862
Geneos Wealth Management
Colorado
$23.6K +$956 +60 +4%
WWM
863
Wolff Wiese Magana
California
$22.7K +$48 +3 +0.2%
RDIA
864
RE Dickinson Investment Advisors
Iowa
$22K +$991 +63 +5%
CWA
865
Core Wealth Advisors
Florida
$21.3K – – –
HGERS
866
Householder Group Estate & Retirement Specialist
Arizona
$21K +$21K +1,338 New
Franklin Resources
867
Franklin Resources
California
$20.1K +$20.1K +1,260 New
JFGIW
868
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K -$43.3K -2,712 -68%
MCA
869
Maryland Capital Advisors
Maryland
$20K – – –
JGIA
870
Jackson Grant Investment Advisers
Connecticut
$19.4K +$48 +3 +0.2%
GWSG
871
GPS Wealth Strategies Group
Colorado
$19.1K +$19.1K +1,200 New
BCMLT
872
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.1K -$33.5K -2,100 -64%
CFD
873
Creative Financial Designs
Indiana
$19.1K – – –
GI
874
Gradient Investments
Minnesota
$17.9K – – –
JMF
875
Johnson Midwest Financial
Iowa
$17.7K – – –
33 34
35
36 37