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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 %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B 31,094,546 +4,634,016 +18%
Betterment LLC
2
Betterment LLC
New York
$324M 7,241,364 -172,364 -2%
SCM
3
SCS Capital Management
Massachusetts
$216M 4,810,865 -485,734 -9%
EK
4
Evensky & Katz
Florida
$176M 3,922,551 -28,570 -0.7%
R
5
Rebalance
California
$132M 2,948,021 +2,948,021 New
HWM
6
HB Wealth Management
Georgia
$122M 2,725,160 +625,929 +30%
SG
7
Strid Group
Pennsylvania
$106M 2,371,499 -88,567 -4%
HP
8
HT Partners
Connecticut
$106M 2,366,541 -53,711 -2%
HCM
9
Hengehold Capital Management
Ohio
$100M 2,231,818 -28,504 -1%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$96.9M 2,161,424 -3,767 -0.2%
HSA
11
HBK Sorce Advisory
Pennsylvania
$96.2M 2,147,058 +1,018,023 +90%
CC
12
Callan Capital
California
$95.7M 2,135,110 +35,163 +2%
EA
13
Evergreen Advisors
Tennessee
$93.2M 2,080,252 -17,666 -0.8%
BFG
14
Bouchey Financial Group
New York
$90.4M 2,016,659 -36,224 -2%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$80.1M 1,787,874 +118,133 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$78.3M 1,747,570 -99,098 -5%
FWM
17
FFT Wealth Management
Pennsylvania
$69.3M 1,547,047 +17,247 +1%
HWA
18
HHM Wealth Advisors
Tennessee
$68.2M 1,521,553 +78,347 +5%
LP
19
LGL Partners
Pennsylvania
$68.1M 1,520,200 +6,935 +0.5%
Bank of America
20
Bank of America
North Carolina
$62.4M 1,393,600 +454,664 +48%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$61.9M 1,381,554 +437,929 +46%
SFS
22
Summit Financial Strategies
Ohio
$61.3M 1,367,826 -10,142 -0.7%
Mariner
23
Mariner
Kansas
$58.2M 1,297,932 -81,375 -6%
BP
24
Ballentine Partners
Massachusetts
$51.1M 1,140,536 +394,626 +53%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$48.8M 1,088,464 -93,306 -8%
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