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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 %
PPW
926
Pasadena Private Wealth
California
– -$21.3M -1,426,773 Closed
WC
927
Wealth CMT
New Jersey
– -$7.21M -482,463 Closed
OCG
928
Opus Capital Group
Ohio
– -$3.15M -210,711 Closed
SEEDPG
929
S.E.E.D. Planning Group
New York
– -$1.87M -124,884 Closed
WIC
930
Woodmont Investment Counsel
Tennessee
– -$1.73M -115,512 Closed
MFG
931
Merit Financial Group
Georgia
– -$774K -51,810 Closed
SAM
932
Stone Asset Management
Texas
– -$601K -40,233 Closed
VPIM
933
Vanguard Personalized Indexing Management
California
– -$507K -33,942 Closed
KL
934
KilterHowling LLC
Colorado
– -$463K -30,999 Closed
SFS
935
Stiles Financial Services
Minnesota
– -$557K -30,915 Closed
SIMG
936
Sonora Investment Management Group
Arizona
– -$455K -30,462 Closed
RWA
937
Redmont Wealth Advisors
Illinois
– -$448K -30,018 Closed
FTUS
938
Flow Traders U.S.
New York
– -$399K -26,706 Closed
GKWIM
939
Gerber Kawasaki Wealth & Investment Management
California
– -$318K -21,282 Closed
CIA
940
Capital Investment Advisors
Georgia
– -$306K -20,517 Closed
CAC
941
Certified Advisory Corp
Florida
– -$287K -19,203 Closed
CWM
942
Cranbrook Wealth Management
Michigan
– -$286K -19,146 Closed
WMR
943
Wealth Management Resources
Rhode Island
– -$302K -18,795 Closed
SHWM
944
Silicon Hills Wealth Management
Texas
– -$265K -17,766 Closed
CWM
945
Cabot Wealth Management
Massachusetts
– -$257K -17,190 Closed
CPP
946
Capasso Planning Partners
South Carolina
– -$235K -15,732 Closed
BWM
947
BlackDiamond Wealth Management
New York
– -$234K -15,297 Closed
NL
948
NWAM LLC
Washington
– -$227K -15,162 Closed
AWA
949
Arkadios Wealth Advisors
Georgia
– -$224K -15,018 Closed
FPFS
950
First Personal Financial Services
North Carolina
– -$224K -15,000 Closed
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