Schwab US Broad Market ETF
SCHB
925 hedge funds and large institutions have $7.2B invested in Schwab US Broad Market ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 368 increasing their positions, 365 reducing their positions, and 45 closing their positions.
229% more call options, than puts
Call options by funds: $77M | Put options by funds: $23.4M
33% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 45
4% more funds holding in top 10
Funds holding in top 10: 112 → 116 (+4)
1% more capital invested
Capital invested by funds: $7.1B → $7.2B (+$103M)
1% more repeat investments, than reductions
Existing positions increased: 368 | Existing positions reduced: 365
1% less funds holding
Funds holding: 932 → 925 (-7)
4.5% less ownership
Funds ownership: 105.71% → 101.21% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$9.24M |
| 2 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$9M |
| 3 |
AI
Accredited Investors
Edina,
Minnesota
|
+$7.35M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$6.09M |
| 5 |
CFGSD
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$245M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$48.9M |
| 3 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$21.3M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$19.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$17.2M |
SCHB Hedge Fund Activity: Q1 2023 in Review
925 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2023, worth a combined $7.2B — up 1.4% from $7.1B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SCHB positions and 45 closed out — a net gain of 15 holders — while 368 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.
- 925 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2023, down from 932 in Q4 2022.
- Funds reported $7.2B of Schwab US Broad Market ETF stock for Q1 2023, up 1.4% quarter-over-quarter.
- 60 funds opened new Schwab US Broad Market ETF positions in Q1 2023 and 45 closed out, a net change of +15 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.