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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

928 hedge funds and large institutions have $7.09B invested in Schwab US Broad Market ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 347 increasing their positions, 321 reducing their positions, and 31 closing their positions.

Holders
928
Holders Change
+74
Holders Change %
+8.67%
% of All Funds
14.97%
Holding in Top 10
111
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.82%
% of All Funds
1.79%
New
125
Increased
347
Reduced
321
Closed
31
Calls
$20.2M
Puts
$7.09M
Net Calls
+$13.1M
Net Calls Change
-$574K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
R
2
Rebalance
California
$132M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$96.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
5
M
5
MYeCFO
California
$28.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
BF
2
Brooklyn FI
New York
$1.84M
3
SCM
3
SCS Capital Management
Massachusetts
$216M
4
GAM
4
Gemmer Asset Management
California
$15.4M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAS
101
IMA Advisory Services
Colorado
$12.1M 270,846 -3,553 -1%
AA
102
Ashford Advisors
New York
$12.1M 270,644 – –
PP
103
PrairieView Partners
Minnesota
$12.1M 270,293 -20,383 -7%
SA
104
Shilanski & Associates
Alaska
$12M 267,570 +209,738 +363%
GVAG
105
Great Valley Advisor Group
Delaware
$11.9M 264,720 +7,888 +3%
WWM
106
WT Wealth Management
Arizona
$11.8M 262,598 -86,216 -25%
FWA
107
Freedom Wealth Alliance
Wisconsin
$11.6M 258,739 +258,739 New
IDA
108
Intelligence Driven Advisers
California
$11.5M 252,685 -13,955 -5%
SIG
109
Spinnaker Investment Group
California
$11.5M 256,042 -20,598 -7%
TW
110
TrinityPoint Wealth
Connecticut
$11.4M 254,960 -1,292 -0.5%
SWM
111
SigFig Wealth Management
California
$11.3M 213,170 -3,270 -2%
IA
112
IFP Advisors
Florida
$11.1M 166,612 -1,567 -0.9%
RC
113
Roundview Capital
New Jersey
$10.8M 241,456 +9,434 +4%
ECM
114
Elgethun Capital Management
South Dakota
$10.7M 241,494 -2,226 -0.9%
TWM
115
Tradition Wealth Management
Minnesota
$10.6M 236,266 -6,769 -3%
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$10.3M 230,692 -8,779 -4%
EI
117
Ellevest Inc
New York
$10.2M 228,355 +166,611 +270%
MIA
118
Milestone Investment Advisors
Wisconsin
$10M 223,704 +223,704 New
HI
119
Harbour Investments
Wisconsin
$9.97M 222,462 -110,125 -33%
SC
120
Savant Capital
Illinois
$9.94M 221,769 -23,979 -10%
TWM
121
Tanglewood Wealth Management
Texas
$9.86M 219,949 -6,365 -3%
PCM
122
Passive Capital Management
Maryland
$9.18M 204,885 +9,155 +5%
WAM
123
Weinberger Asset Management
California
$8.81M 196,536 +2,185 +1%
RWA
124
Rainsberger Wealth Advisors
Colorado
$8.79M 196,244 -230 -0.1%
VCP
125
Vista Capital Partners
Oregon
$8.76M 195,423 +78,788 +68%
3 4
5
6 7