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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 %
SWM
201
SeaCrest Wealth Management
New York
$4.42M +$152K +9,516 +4%
WKWM
202
Walter & Keenan Wealth Management
Indiana
$4.4M +$15.9K +999 +0.4%
Citadel Advisors
203
Citadel Advisors
Florida
$4.38M +$4.38M +274,614 +261,537%
PA
204
Parallel Advisors
California
$4.38M +$68.8K +4,311 +2%
WFA
205
Wade Financial Advisory
California
$4.35M -$33K -2,067 -0.8%
SFWC
206
Strategic Family Wealth Counselors
New Jersey
$4.34M -$141K -8,820 -3%
MPI
207
Mairs & Power Inc
Minnesota
$4.31M – – –
BFPW
208
BOK Financial Private Wealth
Colorado
$4.3M – – –
PMG
209
ProVise Management Group
Florida
$4.28M +$142K +8,883 +3%
LBC
210
Lowe Brockenbrough & Co
Virginia
$4.23M -$295K -18,525 -7%
VA
211
Valmark Advisers
Ohio
$4.18M -$16.3K -1,023 -0.4%
PA
212
Planning Alternatives
Michigan
$4.04M -$96.3K -6,039 -2%
RSWM
213
Robertson Stephens Wealth Management
California
$4.04M +$3.02K +189 +0.1%
AOWM
214
Alpha Omega Wealth Management
Virginia
$4.04M -$154K -9,639 -4%
WBCM
215
Wilson & Boucher Capital Management
California
$4.03M -$70.7K -4,431 -2%
CPA
216
Cardiff Park Advisors
California
$4.03M +$29.5K +1,851 +0.7%
Chevy Chase Trust
217
Chevy Chase Trust
Maryland
$4.01M +$4.07K +255 +0.1%
Northern Trust
218
Northern Trust
Illinois
$4M -$74.9K -4,698 -2%
DWM
219
Destination Wealth Management
California
$3.96M -$287K -17,994 -7%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$3.96M -$41.1K -2,577 -1%
BPA
221
Beacon Pointe Advisors
California
$3.95M -$269K -16,851 -6%
FA
222
Fagan Associates
New York
$3.94M -$142K -8,883 -3%
CAM
223
Cresset Asset Management
Illinois
$3.93M +$150K +9,408 +4%
WCM
224
Whitener Capital Management
North Carolina
$3.9M -$106K -6,675 -3%
BSW
225
Buckingham Strategic Wealth
Missouri
$3.86M – – –
7 8
9
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