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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 %
BBHC
901
Brown Brothers Harriman & Co
New York
$7.89K 176 – –
CA
902
CoreCap Advisors
Michigan
$7.39K 165 +165 New
AW
903
Avion Wealth
Texas
$7K 179 – –
FWM
904
Focused Wealth Management
New York
$6.72K 150 – –
BAM
905
Bellevue Asset Management
Washington
$6.22K 140 – –
GFWA
906
Grey Fox Wealth Advisors
Delaware
$6.01K 134 +134 New
CAM
907
Costello Asset Management
Pennsylvania
$5.38K 120 +5 +4%
IGWM
908
ICA Group Wealth Management
Colorado
$5.38K 120 +120 New
CMA
909
Cedar Mountain Advisors
Oregon
$4.66K 104 – –
HCP
910
Hexagon Capital Partners
Arkansas
$4.18K 93 – –
CS
911
Comerica Securities
Michigan
$4.12K 92 +92 New
BEI
912
Benjamin Edwards Inc
Missouri
$4K 91 – –
GWSA
913
Global Wealth Strategies & Associates
Colorado
$3.14K 70 +70 New
WFA
914
Wells Financial Advisors
Massachusetts
$2.87K 64 – –
TFA
915
Toth Financial Advisory
Virginia
$2.78K 62 – –
DAM
916
Delta Asset Management
Tennessee
$2.73K 61 +61 New
BWA
917
BDO Wealth Advisors
Florida
$2.68K 60 – –
BHWM
918
Beaird Harris Wealth Management
Texas
$2.6K 58 – –
TCM
919
Tradewinds Capital Management
Washington
$2.38K 53 +49 +1,225%
RDFA
920
Ritter Daniher Financial Advisory
Ohio
$2K 45 +1 +2%
TWP
921
TFO Wealth Partners
Ohio
$1.58K 19 -2,653 -99%
Citadel Advisors
922
Citadel Advisors
Florida
$1.57K 35 -74,596 -100%
EWM
923
Endurance Wealth Management
Rhode Island
$1K 30 – –
PP
924
PFS Partners
New Jersey
$462 10 – –
AP
925
Arlington Partners
Alabama
$269 6 +6 New
35 36
37
38 39