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Schwab US Broad Market ETF

923 hedge funds and large institutions have $7.19B 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, 365 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $77M | Put options by funds: $23.4M

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

4% more funds holding in top 10

Funds holding in top 10: 111115 (+4)

1% more capital invested

Capital invested by funds: $7.09B → $7.19B (+$93.2M)

0% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 365

1% less funds holding

Funds holding: 929923 (-6)

4.51% less ownership

Funds ownership: 105.61%101.1% (-4.5%)

Holders
923
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
14.71%
Holding in Top 10
115
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.6%
% of All Funds
1.83%
New
61
Increased
366
Reduced
365
Closed
45
Calls
$77M
Puts
$23.4M
Net Calls
+$53.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NRC
901
New Republic Capital
North Carolina
$7.66K +$7.5K +480 New
FWM
902
Focused Wealth Management
New York
$7.18K
BAM
903
Bellevue Asset Management
Washington
$6.7K
GFWA
904
Grey Fox Wealth Advisors
Delaware
$6.44K +$47 +3 +0.7%
CAM
905
Costello Asset Management
Pennsylvania
$5.74K
IGWM
906
ICA Group Wealth Management
Colorado
$5.74K
CMA
907
Cedar Mountain Advisors
Oregon
$5K
HCP
908
Hexagon Capital Partners
Arkansas
$4.48K +$47 +3 +1%
GWSA
909
Global Wealth Strategies & Associates
Colorado
$3.35K
WFA
910
Wells Financial Advisors
Massachusetts
$3.06K
BBHC
911
Brown Brothers Harriman & Co
New York
$2.87K -$5.44K -348 -66%
BWA
912
BDO Wealth Advisors
Florida
$2.87K
BHWM
913
Beaird Harris Wealth Management
Texas
$2.78K
TFA
914
Toth Financial Advisory
Virginia
$2.73K -$235 -15 -8%
NC
915
NewSquare Capital
Pennsylvania
$2.39K -$7.04K -450 -75%
RDFA
916
Ritter Daniher Financial Advisory
Ohio
$2.24K +$94 +6 +4%
EWM
917
Endurance Wealth Management
Rhode Island
$1K
OLVIG
918
Oliver Lagore Vanvalin Investment Group
Michigan
$766 +$750 +48 New
AIM
919
Arcadia Investment Management
Michigan
$575 +$563 +36 New
PP
920
PFS Partners
New Jersey
$495
AP
921
Arlington Partners
Alabama
$287
GEA
922
Glen Eagle Advisors
New Jersey
$191
GFPC
923
Global Financial Private Client
Florida
$96
FGAM
924
Financial Gravity Asset Management
Texas
$94 +$2.25K +144 New
IA
925
IFS Advisors
Kansas
$80

SCHB Hedge Fund Activity: Q1 2023 in Review

923 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2023, worth a combined $7.19B — up 1.3% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SCHB positions and 45 closed out — a net gain of 16 holders — while 366 added to existing stakes and 365 trimmed.

The largest buyer was Transform Wealth, adding an estimated $9.24M. The largest seller was Wealthfront Advisers, cutting an estimated $245M.

  • 923 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2023, down from 929 in Q4 2022.
  • Funds reported $7.19B of Schwab US Broad Market ETF stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 61 funds opened new Schwab US Broad Market ETF positions in Q1 2023 and 45 closed out, a net change of +16 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2023 was Transform Wealth, an estimated $9.24M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2023 was Wealthfront Advisers, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2023.