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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.

New
Increased
Maintained
Reduced
Closed
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 %
PP
101
PrairieView Partners
Minnesota
$12.8M -$152K -9,552 -1%
FWA
102
Freedom Wealth Alliance
Wisconsin
$12.5M +$167K +10,446 +1%
TW
103
TrinityPoint Wealth
Connecticut
$12.5M +$324K +20,313 +3%
VNA
104
Valley National Advisers
Pennsylvania
$12.5M -$939K -58,560 -7%
GVAG
105
Great Valley Advisor Group
Delaware
$12.5M -$157K -9,867 -1%
LPAM
106
Lodestar Private Asset Management
California
$12.3M -$903K -56,607 -7%
CFGSD
107
Compass Financial Group (South Dakota)
South Dakota
$12.3M +$5.86M +367,413 +90%
EI
108
Ellevest Inc
New York
$12.2M +$1.25M +78,354 +11%
WWM
109
WT Wealth Management
Arizona
$12.1M -$431K -27,003 -3%
SC
110
Savant Capital
Illinois
$11.8M +$1.23M +76,920 +12%
ECM
111
Elgethun Capital Management
South Dakota
$11.8M +$174K +10,920 +2%
RC
112
Roundview Capital
New Jersey
$11.7M +$136K +8,517 +1%
IDA
113
Intelligence Driven Advisers
California
$11.6M -$407K -25,683 -3%
SIG
114
Spinnaker Investment Group
California
$11.6M -$674K -42,264 -6%
SWM
115
SigFig Wealth Management
California
$11.3M +$254K +14,664 +2%
HI
116
Harbour Investments
Wisconsin
$11.3M +$655K +41,064 +6%
TWM
117
Tradition Wealth Management
Minnesota
$11M -$293K -18,345 -3%
BBPWM
118
Blue Bell Private Wealth Management
Pennsylvania
$10.8M -$235K -14,724 -2%
MIA
119
Milestone Investment Advisors
Wisconsin
$10.7M +$15.6K +978 +0.1%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$10.7M -$193K -1,743 -2%
IA
121
IFP Advisors
Florida
$10.5M -$618K -27,894 -6%
TWM
122
Tanglewood Wealth Management
Texas
$10.2M -$278K -17,418 -3%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$1.97M +123,765 +24%
VCP
124
Vista Capital Partners
Oregon
$9.99M +$636K +39,873 +7%
PCM
125
Passive Capital Management
Maryland
$9.7M -$99.5K -6,237 -1%
3 4
5
6 7