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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
AT
176
American Trust
Kentucky
$5.58M +$1.56M +99,780 +40%
KM
177
Kalos Management
Georgia
$5.57M +$1.08M +68,946 +25%
CPIG
178
Chicago Partners Investment Group
Illinois
$5.39M +$547K +34,995 +12%
MWM
179
Meridian Wealth Management
Kentucky
$5.38M +$142K +9,084 +3%
CFO
180
CVA Family Office
Colorado
$5.34M -$59.6K -3,813 -1%
FPCG
181
Fort Pitt Capital Group
Pennsylvania
$5.32M -$1.74M -111,279 -25%
TFF
182
The Family Firm
Maryland
$5.29M +$260K +16,608 +5%
JWA
183
JFS Wealth Advisors
Pennsylvania
$5.26M -$39.4K -2,517 -0.8%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$5.22M -$982K -62,826 -16%
MSS
185
Mitchell Sinkler & Starr
Pennsylvania
$5.21M +$2.23M +142,413 +77%
AIA
186
Arcadia Investment Advisors
Idaho
$5.19M -$105K -6,726 -2%
LEFP
187
Leading Edge Financial Planning
Tennessee
$5.19M -$422K -27,003 -8%
PFM
188
Peak Financial Management
Massachusetts
$5.03M +$26.9K +1,722 +0.5%
JIC
189
Johnson Investment Counsel
Ohio
$4.94M -$212K -13,551 -4%
AWS
190
Atria Wealth Solutions
New York
$4.92M -$168K -10,761 -3%
SA
191
SRH Advisors
Kansas
$4.88M +$19.3K +1,236 +0.4%
MML Investors Services
192
MML Investors Services
Massachusetts
$4.85M -$21.9K -1,401 -0.5%
Kovitz Investment Group Partners
193
Kovitz Investment Group Partners
Illinois
$4.77M +$4.68M +299,340 New
LCM
194
Liberty Capital Management
Michigan
$4.73M +$327K +20,892 +8%
FIM
195
Freedom Investment Management
Connecticut
$4.59M +$4.5M +287,925 New
AC
196
AlphaCore Capital
California
$4.59M +$4.31M +275,421 +2,205%
LJAC
197
L.J. Altfest & Co
New York
$4.5M +$18.9K +1,206 +0.4%
GAM
198
Garrison Asset Management
Arkansas
$4.46M -$180K -11,517 -4%
AWA
199
Alaska Wealth Advisors
Alaska
$4.43M -$98.7K -6,315 -2%
CI
200
CX Institutional
Indiana
$4.43M -$993K -63,519 -19%

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.