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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
Transform Wealth
Colorado
$15.8M
2
HCM
Hengehold Capital Management
Ohio
$116M
3
AI
Accredited Investors
Minnesota
$42.8M
4
Lido Advisors
Lido Advisors
California
$8.29M
5
CFGSD
Compass Financial Group (South Dakota)
South Dakota
$12.3M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.24B
2
HSA
HBK Sorce Advisory
Pennsylvania
$52.9M
3
PPW
Pasadena Private Wealth
California
$0
4
BAM
Belpointe Asset Management
Nevada
$1.8M
5
Bank of America
Bank of America
North Carolina
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
151
Opes Wealth Management
California
$7.49M +$1.16M +72,777 +18%
ZF
152
Zhang Financial
Michigan
$7.48M -$82.3K -5,157 -1%
VFIC
153
Valley Forge Investment Consultants
Pennsylvania
$7.45M -$114K -7,170 -2%
WPW
154
Waldron Private Wealth
Pennsylvania
$7.2M – – –
Ameriprise
155
Ameriprise
Minnesota
$7.05M +$362K +22,719 +5%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$6.99M +$1.02M +64,050 +17%
SCM
157
Spreng Capital Management
Ohio
$6.89M -$67.1K -4,206 -1%
AA
158
Apriem Advisors
California
$6.84M +$48 +3 +0%
CFMC
159
Curbstone Financial Management Corp
New Hampshire
$6.75M -$105K -6,570 -2%
PP
160
Pegasus Partners
Wisconsin
$6.28M -$780K -48,879 -11%
BDFN
161
Bond & Devick Financial Network
Minnesota
$6.27M +$6.51K +408 +0.1%
SSWM
162
Sheets Smith Wealth Management
North Carolina
$6.23M -$74.3K -4,659 -1%
RJA
163
Raymond James & Associates
Florida
$6.18M +$2.99M +187,764 +94%
VAS
164
Valicenti Advisory Services
New York
$6.15M +$749K +46,953 +14%
HCA
165
Horan Capital Advisors
Ohio
$6.08M +$165K +10,362 +3%
AIP
166
Almanack Investment Partners
Pennsylvania
$5.99M -$218K -13,662 -4%
PA
167
PFG Advisors
Arizona
$5.98M +$611K +38,334 +11%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$5.93M -$347K -21,738 -6%
BA
169
Ballast Advisors
Minnesota
$5.88M -$440K -27,591 -7%
TA
170
TruWealth Advisors
Louisiana
$5.85M +$113K +7,083 +2%
Corient Private Wealth
171
Corient Private Wealth
Florida
$5.78M +$2.46M +154,170 +74%
JFG
172
JMG Financial Group
Illinois
$5.78M -$500K -31,326 -8%
BIP
173
Blue Investment Partners
California
$5.78M +$793K +49,704 +16%
RF
174
RHS Financial
California
$5.76M -$782K -49,032 -12%
OFG
175
Orcam Financial Group
California
$5.73M -$170K -10,659 -3%
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