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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.

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
WA
1
WBH Advisory
Maryland
$25.2M
2
CIA
2
Cape Investment Advisory
Georgia
$24.8M
3
NSG
3
Nalls Sherbakoff Group
Tennessee
$14.4M
4
TW
4
Transform Wealth
Colorado
$15.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$9.33M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.24B
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$52.9M
3
PPW
3
Pasadena Private Wealth
California
$0
4
BAM
4
Belpointe Asset Management
Nevada
$1.8M
5
Bank of America
5
Bank of America
North Carolina
$49.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.24B 25,870,301 -5,224,245 -17%
Betterment LLC
2
Betterment LLC
New York
$340M 7,114,397 -126,967 -2%
SCM
3
SCS Capital Management
Massachusetts
$214M 4,466,248 -344,617 -7%
EK
4
Evensky & Katz
Florida
$188M 3,922,121 -430 -0%
R
5
Rebalance
California
$143M 2,983,190 +35,169 +1%
SG
6
Strid Group
Pennsylvania
$116M 2,432,841 +61,342 +3%
HWM
7
HB Wealth Management
Georgia
$116M 2,426,866 -298,294 -11%
HCM
8
Hengehold Capital Management
Ohio
$116M 2,423,762 +191,944 +9%
HP
9
HT Partners
Connecticut
$111M 2,317,090 -49,451 -2%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$105M 2,195,580 +34,156 +2%
CC
11
Callan Capital
California
$104M 2,173,225 +38,115 +2%
EA
12
Evergreen Advisors
Tennessee
$102M 2,128,850 +48,598 +2%
BFG
13
Bouchey Financial Group
New York
$96.8M 2,022,130 +5,471 +0.3%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$84.2M 1,758,910 -28,964 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$79.4M 1,658,367 -89,203 -5%
FWM
16
FFT Wealth Management
Pennsylvania
$75.7M 1,582,076 +35,029 +2%
LP
17
LGL Partners
Pennsylvania
$73M 1,526,101 +5,901 +0.4%
HWA
18
HHM Wealth Advisors
Tennessee
$70.8M 1,478,818 -42,735 -3%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$70.1M 1,464,145 +82,591 +6%
SFS
20
Summit Financial Strategies
Ohio
$66.5M 1,390,052 +22,226 +2%
Mariner
21
Mariner
Kansas
$60.4M 1,262,471 -35,461 -3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$53.8M 1,124,669 +74,528 +7%
BP
23
Ballentine Partners
Massachusetts
$53.8M 1,123,603 -16,933 -1%
HSA
24
HBK Sorce Advisory
Pennsylvania
$52.9M 1,105,272 -1,041,786 -49%
Bank of America
25
Bank of America
North Carolina
$49.1M 1,025,959 -367,641 -26%
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