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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 %
LCM
201
Liberty Capital Management
Michigan
$4.12M 91,914 +3,110 +4%
WKWM
202
Walter & Keenan Wealth Management
Indiana
$4.1M 91,587 -962 -1%
WFA
203
Wade Financial Advisory
California
$4.1M 91,512 +9,590 +12%
PA
204
Parallel Advisors
California
$4.04M 90,076 -1,749 -2%
MPI
205
Mairs & Power Inc
Minnesota
$4.03M 90,020 -720 -0.8%
BFPW
206
BOK Financial Private Wealth
Colorado
$4.03M 89,955 -1,482 -2%
SWM
207
SeaCrest Wealth Management
New York
$4M 89,281 +1,842 +2%
DWM
208
Destination Wealth Management
California
$3.98M 88,792 +40,707 +85%
BPA
209
Beacon Pointe Advisors
California
$3.95M 88,212 +928 +1%
AOWM
210
Alpha Omega Wealth Management
Virginia
$3.93M 87,659 -160 -0.2%
VA
211
Valmark Advisers
Ohio
$3.93M 87,615 +446 +0.5%
SEM
212
Strategic Equity Management
Arizona
$3.9M 86,987 +86,987 New
PMG
213
ProVise Management Group
Florida
$3.88M 86,581 -3,354 -4%
PA
214
Planning Alternatives
Michigan
$3.88M 86,535 -10,216 -11%
BSW
215
Buckingham Strategic Wealth
Missouri
$3.86M 86,228 +2,145 +3%
WBCM
216
Wilson & Boucher Capital Management
California
$3.84M 85,734 +2,415 +3%
FA
217
Fagan Associates
New York
$3.82M 85,355 -966 -1%
JPMorgan Chase & Co
218
JPMorgan Chase & Co
New York
$3.82M 85,300 +71,042 +498%
Northern Trust
219
Northern Trust
Illinois
$3.81M 85,068 +414 +0.5%
KIA
220
KCM Investment Advisors
California
$3.8M 84,688 +19 +0%
RSWM
221
Robertson Stephens Wealth Management
California
$3.78M 84,387 -419 -0.5%
Chevy Chase Trust
222
Chevy Chase Trust
Maryland
$3.75M 83,772 – –
WCM
223
Whitener Capital Management
North Carolina
$3.75M 83,688 -6,034 -7%
RDWM
224
Red Door Wealth Management
Tennessee
$3.75M 83,671 -55 -0.1%
CPA
225
Cardiff Park Advisors
California
$3.75M 83,624 -45,213 -35%
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