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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 %
RIM
126
Rockbridge Investment Management
New York
$8.65M 193,133 +13,287 +7%
FOA
127
Five Oceans Advisors
California
$8.61M 192,217 +1,271 +0.7%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$8.55M 190,790 +2,175 +1%
KF
129
Krilogy Financial
Missouri
$8.45M 188,471 -24,187 -11%
TA
130
Trellis Advisors
Washington
$8.4M 187,486 -8,495 -4%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$8.12M 172,250 -1,449 -0.8%
LW
132
Libra Wealth
California
$8.07M 180,120 -15,803 -8%
EFG
133
Everhart Financial Group
Ohio
$7.98M 178,278 +2,615 +1%
DBRC
134
D.B. Root & Company
Pennsylvania
$7.9M 176,296 +3,950 +2%
BRWA
135
B. Riley Wealth Advisors
Florida
$7.77M 173,396 -22,640 -12%
SFA
136
Sequoia Financial Advisors
Ohio
$7.72M 172,295 -1,723 -1%
CHA
137
Carmichael Hill & Associates
Maryland
$7.32M 163,385 -5,543 -3%
TCM
138
Towercrest Capital Management
Pennsylvania
$7.22M 161,212 -2,704 -2%
AWMG
139
Alliance Wealth Management Group
New Jersey
$7.22M 161,212 -2,704 -2%
SP
140
Successful Portfolios
Florida
$7.21M 160,803 +13,204 +9%
WC
141
Wealth CMT
New Jersey
$7.21M 160,821 +58,269 +57%
MWA
142
Motive Wealth Advisors
Michigan
$7.17M 159,916 – –
VFIC
143
Valley Forge Investment Consultants
Pennsylvania
$7.09M 158,120 -1,308 -0.8%
ZF
144
Zhang Financial
Michigan
$7.08M 158,059 +391 +0.2%
RWIA
145
Roger Wittlin Investment Advisory
California
$7.03M 156,951 +156,951 New
RJFSA
146
Raymond James Financial Services Advisors
Florida
$6.98M 155,812 +14,750 +10%
Ameriprise
147
Ameriprise
Minnesota
$6.79M 139,923 -15,566 -10%
FPCG
148
Fort Pitt Capital Group
Pennsylvania
$6.64M 148,242 -17 -0%
PP
149
Pegasus Partners
Wisconsin
$6.61M 147,536 +49,699 +51%
SCM
150
Spreng Capital Management
Ohio
$6.51M 145,385 -6,512 -4%
4 5
6
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