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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 %
BCM
876
Blume Capital Management
California
$17.6K +$48 +3 +0.3%
AWM
877
Aberdeen Wealth Management
Illinois
$16.7K – – –
CPFP
878
Clear Perspectives Financial Planning
Ohio
$16.4K – – –
SC
879
Schubert & Co
Texas
$16.4K – – –
FFL
880
Financial Freedom LLC
Ohio
$16.1K +$16.1K +1,008 New
EA
881
Evolution Advisers
Virginia
$16K +$5.94K +390 +59%
LC
882
Lindbrook Capital
California
$15.9K +$48 +3 +0.3%
PWM
883
Provident Wealth Management
Tennessee
$15.8K +$48 +3 +0.3%
CWP
884
Concord Wealth Partners
Virginia
$15.5K -$23K -1,440 -60%
TFP
885
Tilia Fiduciary Partners
North Carolina
$14.9K -$910 -57 -6%
GA
886
GoalVest Advisory
New York
$14K +$4.21K +264 +43%
AWM
887
AllSquare Wealth Management
New York
$13.5K – – –
RF
888
Robbins Farley
New Hampshire
$11.8K – – –
FP
889
Financial Perspectives
Minnesota
$11.2K – – –
LF
890
Lee Financial
Texas
$10.9K – – –
PCA
891
Providence Capital Advisors
North Carolina
$10.7K – – –
KFI
892
Key Financial Inc
Pennsylvania
$10.1K -$14.2K -891 -58%
IF
893
Integrity Financial
Wyoming
$9.95K – – –
AFS
894
Annapolis Financial Services
Maryland
$9.76K – – –
NFSG
895
Newbridge Financial Services Group
Florida
$9.57K -$1.72K -108 -15%
WT
896
Washington Trust
Rhode Island
$9K – – –
Commonwealth Equity Services
897
Commonwealth Equity Services
Massachusetts
$8.58K -$554 -34,713 -6%
BSB
898
Bangor Savings Bank
Maine
$8.14K – – –
AW
899
Avion Wealth
Texas
$8K – – –
NRC
900
New Republic Capital
North Carolina
$7.66K +$7.66K +480 New
34 35
36
37 38