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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 %
VAS
176
Valicenti Advisory Services
New York
$5.06M 112,845 -196 -0.2%
CFO
177
CVA Family Office
Colorado
$5.06M 112,837 -6,098 -5%
SBL
178
Sargent Bickham Lagudis
Colorado
$5.05M 112,771 -2,215 -2%
PA
179
PFG Advisors
Arizona
$5.03M 112,168 -4,802 -4%
AIA
180
Arcadia Investment Advisors
Idaho
$4.96M 110,799 -1,612 -1%
JWA
181
JFS Wealth Advisors
Pennsylvania
$4.96M 110,774 -13,152 -11%
CPIG
182
Chicago Partners Investment Group
Illinois
$4.91M 100,307 +26,037 +35%
MWM
183
Meridian Wealth Management
Kentucky
$4.9M 109,435 +37 +0%
JIC
184
Johnson Investment Counsel
Ohio
$4.82M 107,663 -6,814 -6%
JJBC
185
James J. Burns & Company
New York
$4.81M 107,252 -5,688 -5%
TFS
186
TrustCore Financial Services
Tennessee
$4.8M 107,067 +96,873 +950%
AWS
187
Atria Wealth Solutions
New York
$4.77M 106,407 -46,897 -31%
TFF
188
The Family Firm
Maryland
$4.7M 104,915 -10,867 -9%
PFM
189
Peak Financial Management
Massachusetts
$4.69M 104,608 +3,317 +3%
BIP
190
Blue Investment Partners
California
$4.67M 104,180 +104,180 New
DPI
191
Diversified Portfolios Inc
Michigan
$4.63M 103,337 +31,081 +43%
MML Investors Services
192
MML Investors Services
Massachusetts
$4.56M 101,843 +17,021 +20%
SA
193
SRH Advisors
Kansas
$4.55M 101,512 -6,745 -6%
NS
194
Newman & Schimel
Illinois
$4.54M 101,386 +6,511 +7%
GAM
195
Garrison Asset Management
Arkansas
$4.35M 96,971 -1,002 -1%
AWA
196
Alaska Wealth Advisors
Alaska
$4.24M 94,689 -1,716 -2%
LBC
197
Lowe Brockenbrough & Co
Virginia
$4.24M 94,653 +1,827 +2%
SFWC
198
Strategic Family Wealth Counselors
New Jersey
$4.2M 93,722 +95 +0.1%
LJAC
199
L.J. Altfest & Co
New York
$4.19M 93,580 +1,711 +2%
KM
200
Kalos Management
Georgia
$4.18M 93,338 -9,148 -9%
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