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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.

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 %
SFG
76
Sunburst Financial Group
Alabama
$17.6M +$367K +23,040 +2%
WAG
77
Winthrop Advisory Group
Massachusetts
$17.1M -$235K -14,739 -1%
GB
78
Goepper Burkhardt
South Carolina
$16.8M +$529K +33,156 +3%
MAS
79
Madden Advisory Services
Florida
$16.7M -$92.8K -5,820 -0.6%
DW
80
Domani Wealth
Pennsylvania
$16.6M -$39.1K -2,451 -0.2%
AIS
81
American Investment Services
Massachusetts
$16.4M – – –
GAM
82
Gemmer Asset Management
California
$16.3M -$209K -13,107 -1%
AWM
83
Avior Wealth Management
Nebraska
$16.2M +$149K +9,345 +0.9%
Cerity Partners
84
Cerity Partners
New York
$16M -$3.99M -250,017 -20%
RBC
85
Roble Belko & Company
Pennsylvania
$16M -$1.21M -75,714 -7%
TW
86
Transform Wealth
Colorado
$15.8M +$9.42M +590,730 +148%
SFP
87
Strategic Financial Planning
Texas
$15.6M +$304K +19,041 +2%
GLR
88
Great Lakes Retirement
Ohio
$15.5M -$569K -35,691 -4%
MWP
89
Meridian Wealth Partners
Pennsylvania
$15.1M +$437K +27,378 +3%
CHJWM
90
Carlton Hofferkamp & Jenks Wealth Management
Texas
$15M -$602K -37,584 -4%
MFGP
91
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15M -$630K -39,528 -4%
OAJ
92
Ogorek Anthony Joseph
New York
$14.5M +$432K +27,099 +3%
NSG
93
Nalls Sherbakoff Group
Tennessee
$14.4M +$14.4M +919,581 New
OIA
94
OneDigital Investment Advisors
Kansas
$14.4M -$4.02M -251,766 -22%
CCA
95
Column Capital Advisors
Indiana
$13.8M +$8.76K +549 +0.1%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$13.8M -$3.63M -227,448 -21%
IAS
97
IMA Advisory Services
Colorado
$13.3M +$338K +21,207 +3%
SA
98
Shilanski & Associates
Alaska
$13.2M +$472K +29,793 +4%
GCA
99
Genesee Capital Advisors
New York
$13.2M -$23.4K -1,470 -0.2%
AA
100
Ashford Advisors
New York
$13M – – –
2 3
4
5 6