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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 %
AT
176
American Trust
Kentucky
$5.58M +$1.61M +99,780 +40%
KM
177
Kalos Management
Georgia
$5.57M +$1.1M +68,946 +25%
CPIG
178
Chicago Partners Investment Group
Illinois
$5.39M +$561K +34,995 +12%
MWM
179
Meridian Wealth Management
Kentucky
$5.38M +$145K +9,084 +3%
CFO
180
CVA Family Office
Colorado
$5.34M -$60.8K -3,813 -1%
FPCG
181
Fort Pitt Capital Group
Pennsylvania
$5.32M -$1.77M -111,279 -25%
TFF
182
The Family Firm
Maryland
$5.29M +$265K +16,608 +5%
JWA
183
JFS Wealth Advisors
Pennsylvania
$5.26M -$40.1K -2,517 -0.8%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$5.22M -$1M -62,826 -16%
MSS
185
Mitchell Sinkler & Starr
Pennsylvania
$5.21M +$2.27M +142,413 +77%
AIA
186
Arcadia Investment Advisors
Idaho
$5.19M -$107K -6,726 -2%
LEFP
187
Leading Edge Financial Planning
Tennessee
$5.19M -$431K -27,003 -8%
PFM
188
Peak Financial Management
Massachusetts
$5.03M +$27.5K +1,722 +0.5%
JIC
189
Johnson Investment Counsel
Ohio
$4.94M -$216K -13,551 -4%
AWS
190
Atria Wealth Solutions
New York
$4.92M -$172K -10,761 -3%
SA
191
SRH Advisors
Kansas
$4.88M +$19.7K +1,236 +0.4%
MML Investors Services
192
MML Investors Services
Massachusetts
$4.85M -$22.3K -1,401 -0.5%
Kovitz Investment Group Partners
193
Kovitz Investment Group Partners
Illinois
$4.77M +$4.77M +299,340 New
LCM
194
Liberty Capital Management
Michigan
$4.73M +$333K +20,892 +8%
FIM
195
Freedom Investment Management
Connecticut
$4.59M +$4.59M +287,925 New
AC
196
AlphaCore Capital
California
$4.59M +$4.39M +275,421 +2,205%
LJAC
197
L.J. Altfest & Co
New York
$4.5M +$19.2K +1,206 +0.4%
GAM
198
Garrison Asset Management
Arkansas
$4.46M -$184K -11,517 -4%
AWA
199
Alaska Wealth Advisors
Alaska
$4.43M -$101K -6,315 -2%
CI
200
CX Institutional
Indiana
$4.43M -$1.02M -63,519 -19%
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