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Schwab US Broad Market ETF
SCHB

945 hedge funds and large institutions have $7.72B invested in Schwab US Broad Market ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 363 increasing their positions, 356 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more call options, than puts

Call options by funds: $85.5M | Put options by funds: $14.1M

111% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $7.19B → $7.72B (+$531M)

2% more funds holding

Funds holding: 923 → 945 (+22)

2% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 356

0% more funds holding in top 10

Funds holding in top 10: 115 → 115 (0)

0.34% less ownership

Funds ownership: 101.1% → 100.76% (-0.34%)

Holders
945
Holders Change
+22
Holders Change %
+2.38%
% of All Funds
14.84%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.81%
New
59
Increased
363
Reduced
356
Closed
28
Calls
$85.5M
Puts
$14.1M
Net Calls
+$71.5M
Net Calls Change
+$17.9M

Top Buyers

Rank Fund Capital Flow
1
R
Rebalance
California
+$29.4M
2
SC
Savant Capital
Illinois
+$16.9M
3
HCM
Hengehold Capital Management
Ohio
+$16.9M
4
Stifel Financial
Stifel Financial
Missouri
+$9.12M
5
MBFW
Morton Brown Family Wealth
Pennsylvania
+$6.08M

Top Sellers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
-$72.3M
2
AWM
AE Wealth Management
Kansas
-$15M
3
Betterment LLC
Betterment LLC
New York
-$10.5M
4
EK
Evensky & Katz
Florida
-$7.45M
5
SCM
SCS Capital Management
Massachusetts
-$7.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
926
Bellevue Asset Management
Washington
$7.24K – – –
FFL
927
Financial Freedom LLC
Ohio
$6.46K -$10.3K -633 -63%
AWM
928
Activest Wealth Management
Florida
$6.42K +$4.11K +252 New
CAM
929
Costello Asset Management
Pennsylvania
$6.2K – – –
IGWM
930
ICA Group Wealth Management
Colorado
$6.2K – – –
MIM
931
Macroview Investment Management
Maryland
$5.84K +$5.53K +339 New
CMA
932
Cedar Mountain Advisors
Oregon
$5.42K +$49 +3 +1%
HCP
933
Hexagon Capital Partners
Arkansas
$4.85K – – –
DAM
934
Delta Asset Management
Tennessee
$3.4K -$31K -1,899 -91%
WFA
935
Wells Financial Advisors
Massachusetts
$3.31K – – –
BBHC
936
Brown Brothers Harriman & Co
New York
$3.1K – – –
BHWM
937
Beaird Harris Wealth Management
Texas
$3K – – –
TFA
938
Toth Financial Advisory
Virginia
$2.95K – – –
RDFA
939
Ritter Daniher Financial Advisory
Ohio
$2.43K – – –
EWM
940
Endurance Wealth Management
Rhode Island
$2K – – –
PTC
941
Private Trust Company
Ohio
$1.5K +$1.42K +87 New
AWM
942
AllSquare Wealth Management
New York
$1.07K -$12.7K -780 -92%
BNP Paribas Financial Markets
943
BNP Paribas Financial Markets
France
$1.03K +$978 +60 New
AIM
944
Arcadia Investment Management
Michigan
$621 – – –
PP
945
PFS Partners
New Jersey
$537 – – –
AP
946
Arlington Partners
Alabama
$310 – – –
GEA
947
Glen Eagle Advisors
New Jersey
$207 – – –
IA
948
IFS Advisors
Kansas
$90 – – –
BWM
949
BCS Wealth Management
Tennessee
– -$1.79M -112,086 Closed
Susquehanna International Group
950
Susquehanna International Group
Pennsylvania
– -$823K -50,514 Closed
36 37
38
39 40

SCHB Hedge Fund Activity: Q2 2023 in Review

945 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2023, worth a combined $7.72B — up 7.4% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHB positions and 28 closed out — a net gain of 31 holders — while 363 added to existing stakes and 356 trimmed.

The largest buyer was Rebalance, adding an estimated $29.4M. The largest seller was Wealthfront Advisers, cutting an estimated $72.3M.

  • 945 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2023, up from 923 in Q1 2023.
  • Funds reported $7.72B of Schwab US Broad Market ETF stock for Q2 2023, up 7.4% quarter-over-quarter.
  • 59 funds opened new Schwab US Broad Market ETF positions in Q2 2023 and 28 closed out, a net change of +31 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2023 was Rebalance, an estimated $29.4M added.
  • The largest Schwab US Broad Market ETF seller in Q2 2023 was Wealthfront Advisers, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2023.