SCHB icon

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.

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
1
Transform Wealth
Colorado
$15.8M
2
HCM
2
Hengehold Capital Management
Ohio
$116M
3
AI
3
Accredited Investors
Minnesota
$42.8M
4
Lido Advisors
4
Lido Advisors
California
$8.29M
5
CFGSD
5
Compass Financial Group (South Dakota)
South Dakota
$12.3M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.24B
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$52.9M
3
PPW
3
Pasadena Private Wealth
California
$0
4
BAM
4
Belpointe Asset Management
Nevada
$1.8M
5
Bank of America
5
Bank of America
North Carolina
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWIM
951
Smallwood Wealth Investment Management
New Jersey
– -$223K -14,958 Closed
HKIMG
952
Hutchens & Kramer Investment Management Group
Indiana
– -$210K -14,064 Closed
LF
953
LifeSteps Financial
California
– -$210K -14,031 Closed
MCC
954
Money Concepts Capital
Florida
– -$131K -8,751 Closed
CG
955
Cutler Group
California
– -$83K -5,586 Closed
MWM
956
MinichMacGregor Wealth Management
New York
– -$69.6K -4,659 Closed
LS
957
Leelyn Smith
Illinois
– -$34.4K -2,301 Closed
VWM
958
Valley Wealth Managers
New Jersey
– -$32.7K -2,190 Closed
RIA
959
Realta Investment Advisors
Delaware
– -$29.8K -1,998 Closed
SIS
960
Sound Income Strategies
Florida
– -$28.6K -1,914 Closed
SC
961
Sierra Capital
Florida
– -$27K -1,800 Closed
OWA
962
One Wealth Advisors
California
– -$24.1K -1,614 Closed
KHC
963
Koesten Hirschmann & Crabtree
Kansas
– -$20.8K -1,392 Closed
RBC
964
Romano Brothers & Co
Illinois
– -$14.2K -948 Closed
ACP
965
Arcus Capital Partners
Georgia
– -$11.6K -777 Closed
CBT
966
CoreFirst Bank & Trust
Kansas
– -$11.6K -774 Closed
CS
967
Comerica Securities
Michigan
– -$4.12K -276 Closed
BEI
968
Benjamin Edwards Inc
Missouri
– -$4K -273 Closed
TCM
969
Tradewinds Capital Management
Washington
– -$2.38K -159 Closed
35 36 37 38
39