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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 %
GI
876
Gradient Investments
Minnesota
$16.8K 374 – –
BCM
877
Blume Capital Management
California
$16.5K 368 – –
AWM
878
Aberdeen Wealth Management
Illinois
$15.7K 350 – –
CPFP
879
Clear Perspectives Financial Planning
Ohio
$15.3K 342 -255 -43%
SC
880
Schubert & Co
Texas
$15.3K 342 -30 -8%
LC
881
Lindbrook Capital
California
$14.8K 331 +2 +0.6%
PWM
882
Provident Wealth Management
Tennessee
$14.7K 329 +1 +0.3%
TFP
883
Tilia Fiduciary Partners
North Carolina
$14.7K 329 +1 +0.3%
RBC
884
Romano Brothers & Co
Illinois
$14.2K 316 +316 New
AWM
885
AllSquare Wealth Management
New York
$12.6K 282 -100 -26%
TRCT
886
Tower Research Capital (TRC)
New York
$12K 274 +68 +33%
ACP
887
Arcus Capital Partners
Georgia
$11.6K 259 +259 New
CBT
888
CoreFirst Bank & Trust
Kansas
$11.6K 258 +258 New
RF
889
Robbins Farley
New Hampshire
$11K 246 +136 +124%
NFSG
890
Newbridge Financial Services Group
Florida
$10.6K 236 – –
FP
891
Financial Perspectives
Minnesota
$10.5K 234 – –
LF
892
Lee Financial
Texas
$10.2K 228 – –
PCA
893
Providence Capital Advisors
North Carolina
$10K 224 – –
IF
894
Integrity Financial
Wyoming
$9.32K 208 – –
AFS
895
Annapolis Financial Services
Maryland
$9.14K 204 – –
GA
896
GoalVest Advisory
New York
$9.14K 204 – –
EA
897
Evolution Advisers
Virginia
$9K 220 +136 +162%
NC
898
NewSquare Capital
Pennsylvania
$8.96K 200 – –
WT
899
Washington Trust
Rhode Island
$8.42K 188 – –
BSB
900
Bangor Savings Bank
Maine
$8K 170 +170 New
34 35
36
37 38