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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 %
FWM
901
Focused Wealth Management
New York
$7.18K – – –
BAM
902
Bellevue Asset Management
Washington
$6.7K – – –
GFWA
903
Grey Fox Wealth Advisors
Delaware
$6.44K +$48 +3 +0.7%
CAM
904
Costello Asset Management
Pennsylvania
$5.74K – – –
IGWM
905
ICA Group Wealth Management
Colorado
$5.74K – – –
CMA
906
Cedar Mountain Advisors
Oregon
$5K – – –
HCP
907
Hexagon Capital Partners
Arkansas
$4.48K +$48 +3 +1%
GWSA
908
Global Wealth Strategies & Associates
Colorado
$3.35K – – –
WFA
909
Wells Financial Advisors
Massachusetts
$3.06K – – –
BBHC
910
Brown Brothers Harriman & Co
New York
$2.87K -$5.55K -348 -66%
BWA
911
BDO Wealth Advisors
Florida
$2.87K – – –
BHWM
912
Beaird Harris Wealth Management
Texas
$2.78K – – –
TFA
913
Toth Financial Advisory
Virginia
$2.73K -$239 -15 -8%
NC
914
NewSquare Capital
Pennsylvania
$2.39K -$7.18K -450 -75%
RDFA
915
Ritter Daniher Financial Advisory
Ohio
$2.24K +$95 +6 +4%
EWM
916
Endurance Wealth Management
Rhode Island
$1K – – –
OLVIG
917
Oliver Lagore Vanvalin Investment Group
Michigan
$766 +$766 +48 New
AIM
918
Arcadia Investment Management
Michigan
$575 +$575 +36 New
PP
919
PFS Partners
New Jersey
$495 – – –
AP
920
Arlington Partners
Alabama
$287 – – –
GEA
921
Glen Eagle Advisors
New Jersey
$191 – – –
GFPC
922
Global Financial Private Client
Florida
$96 – – –
FGAM
923
Financial Gravity Asset Management
Texas
$94 +$94 +144 New
IA
924
IFS Advisors
Kansas
$80 – – –
AssetMark Inc
925
AssetMark Inc
California
$48 -$2.55M -159,165 -100%
35 36
37
38 39