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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
RWA
126
Rainsberger Wealth Advisors
Colorado
$9.65M +$250K +15,993 +3%
WAM
127
Weinberger Asset Management
California
$9.45M +$47.8K +3,060 +0.5%
Empower Advisory Group
128
Empower Advisory Group
Colorado
$9.33M +$9.12M +583,194 New
LW
129
Libra Wealth
California
$9.13M -$240K -15,330 -3%
RIM
130
Rockbridge Investment Management
New York
$9.03M -$207K -13,269 -2%
TA
131
Trellis Advisors
Washington
$8.86M -$112K -7,137 -1%
EFG
132
Everhart Financial Group
Ohio
$8.71M +$175K +11,193 +2%
FOA
133
Five Oceans Advisors
California
$8.53M -$652K -41,670 -7%
Lido Advisors
134
Lido Advisors
California
$8.29M +$6.09M +389,445 +299%
DBRC
135
D.B. Root & Company
Pennsylvania
$8.24M -$192K -12,264 -2%
BRWA
136
B. Riley Wealth Advisors
Florida
$8.09M -$203K -13,011 -3%
Goldman Sachs
137
Goldman Sachs
New York
$7.98M +$5.2M +332,880 +199%
EE
138
EWG Elevate
California
$7.86M -$15.2M -972,177 -66%
CHA
139
Carmichael Hill & Associates
Maryland
$7.8M -$15.8K -1,008 -0.2%
AWMG
140
Alliance Wealth Management Group
New Jersey
$7.8M +$83.7K +5,355 +1%
TCM
141
Towercrest Capital Management
Pennsylvania
$7.8M +$83.7K +5,355 +1%
RWIA
142
Roger Wittlin Investment Advisory
California
$7.8M +$282K +18,048 +4%
SFA
143
Sequoia Financial Advisors
Ohio
$7.71M -$525K -33,603 -7%
MWA
144
Motive Wealth Advisors
Michigan
$7.65M
GFS
145
GYL Financial Synergies
Connecticut
$7.64M +$684K +43,767 +10%
JJBC
146
James J. Burns & Company
New York
$7.58M +$2.4M +153,405 +48%
RMC
147
Regis Management Company
California
$7.58M +$772K +49,359 +12%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$7.56M +$97.7K +6,249 +1%
BWL
149
Beacon Wealthcare LLC
North Carolina
$7.53M +$642K +41,085 +10%
SP
150
Successful Portfolios
Florida
$7.53M -$160K -10,236 -2%

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.