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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
FPFS
951
First Personal Financial Services
North Carolina
-$224K -15,000 Closed
SWIM
952
Smallwood Wealth Investment Management
New Jersey
-$223K -14,958 Closed
HKIMG
953
Hutchens & Kramer Investment Management Group
Indiana
-$210K -14,064 Closed
LF
954
LifeSteps Financial
California
-$210K -14,031 Closed
MCC
955
Money Concepts Capital
Florida
-$131K -8,751 Closed
CG
956
Cutler Group
California
-$87.3K -5,586 Closed
MWM
957
MinichMacGregor Wealth Management
New York
-$69.6K -4,659 Closed
LS
958
Leelyn Smith
Illinois
-$34.4K -2,301 Closed
VWM
959
Valley Wealth Managers
New Jersey
-$32.7K -2,190 Closed
RIA
960
Realta Investment Advisors
Delaware
-$29.8K -1,998 Closed
SIS
961
Sound Income Strategies
Florida
-$28.6K -1,914 Closed
SC
962
Sierra Capital
Florida
-$27K -1,800 Closed
OWA
963
One Wealth Advisors
California
-$24.1K -1,614 Closed
KHC
964
Koesten Hirschmann & Crabtree
Kansas
-$20.8K -1,392 Closed
RBC
965
Romano Brothers & Co
Illinois
-$14.2K -948 Closed
ACP
966
Arcus Capital Partners
Georgia
-$11.6K -777 Closed
CBT
967
CoreFirst Bank & Trust
Kansas
-$11.6K -774 Closed
CS
968
Comerica Securities
Michigan
-$4.12K -276 Closed
BEI
969
Benjamin Edwards Inc
Missouri
-$4K -273 Closed
TCM
970
Tradewinds Capital Management
Washington
-$2.38K -159 Closed

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.