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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 %
GFS
151
GYL Financial Synergies
Connecticut
$6.5M 144,994 -20,689 -12%
BWL
152
Beacon Wealthcare LLC
North Carolina
$6.44M 143,747 +39,772 +38%
CFMC
153
Curbstone Financial Management Corp
New Hampshire
$6.42M 143,248 -550 -0.4%
AA
154
Apriem Advisors
California
$6.4M 142,880 +10,401 +8%
RMC
155
Regis Management Company
California
$6.36M 141,904 +575 +0.4%
WPW
156
Waldron Private Wealth
Pennsylvania
$6.32M 150,476 – –
RF
157
RHS Financial
California
$6.12M 136,662 +27,337 +25%
BWL
158
Bogart Wealth LLC
Virginia
$6.1M 136,121 +97,653 +254%
CFGSD
159
Compass Financial Group (South Dakota)
South Dakota
$6.07M 135,481 +135,481 New
TW
160
Transform Wealth
Colorado
$5.95M 132,792 +126,598 +2,044%
OWM
161
Opes Wealth Management
California
$5.93M 132,256 -28,439 -18%
BA
162
Ballast Advisors
Minnesota
$5.92M 132,037 -2,231 -2%
SSWM
163
Sheets Smith Wealth Management
North Carolina
$5.91M 131,802 +1,050 +0.8%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$5.88M 131,248 +10,574 +9%
JFG
165
JMG Financial Group
Illinois
$5.88M 131,221 -5,680 -4%
BDFN
166
Bond & Devick Financial Network
Minnesota
$5.86M 130,885 +3,753 +3%
MSFS
167
Main Street Financial Solutions
Pennsylvania
$5.82M 129,963 +12,944 +11%
AIP
168
Almanack Investment Partners
Pennsylvania
$5.81M 129,730 +129,730 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$5.59M 124,714 +20,006 +19%
BlackRock
170
BlackRock
New York
$5.55M 123,809 +20,019 +19%
HCA
171
Horan Capital Advisors
Ohio
$5.54M 123,704 -4,634 -4%
OFG
172
Orcam Financial Group
California
$5.52M 123,269 -1,953 -2%
TA
173
TruWealth Advisors
Louisiana
$5.37M 119,895 +1,347 +1%
LEFP
174
Leading Edge Financial Planning
Tennessee
$5.26M 117,439 +117,439 New
CI
175
CX Institutional
Indiana
$5.08M 113,478 +42,270 +59%
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