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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

892 hedge funds and large institutions have $8.63B invested in Schwab US Broad Market ETF in 2021 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 325 increasing their positions, 279 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+115
Holders Change %
+14.8%
% of All Funds
13.78%
Holding in Top 10
116
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+10.48%
% of All Funds
1.79%
New
146
Increased
325
Reduced
279
Closed
20
Calls
$8.22M
Puts
$9.51M
Net Calls
-$1.29M
Net Calls Change
-$7.94M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.64B
2
LP
LGL Partners
Pennsylvania
$74.8M
3
Cerity Partners
Cerity Partners
New York
$17.6M
4
SFA
Sequoia Financial Advisors
Ohio
$10.7M
5
WC
Wealth CMT
New Jersey
$8.48M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$47.1M
2
SCM
SCS Capital Management
Massachusetts
$370M
3
AWM
Avior Wealth Management
Nebraska
$19M
4
Betterment LLC
Betterment LLC
New York
$425M
5
Osaic Holdings
Osaic Holdings
Arizona
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
226
Beacon Pointe Advisors
California
$4.14M +$279K +14,832 +7%
AWS
227
AJ Wealth Strategies
New York
$4.14M +$1.36K +72 +0%
FC
228
Financial Consulate
Maryland
$4.12M -$121K -6,426 -3%
NGA
229
Naples Global Advisors
Florida
$4.11M -$58.5K -3,108 -1%
LBC
230
Lowe Brockenbrough & Co
Virginia
$4.07M +$552K +29,310 +16%
CIAS
231
Capital Investment Advisory Services
North Carolina
$4.05M -$31.2K -1,656 -0.8%
VCM
232
Virtue Capital Management
Tennessee
$4.03M +$422K +22,422 +12%
AAS
233
Annex Advisory Services
Wisconsin
$3.98M -$56.7K -3,012 -1%
CPIG
234
Chicago Partners Investment Group
Illinois
$3.94M -$97.3K -5,616 -2%
VCP
235
Vista Capital Partners
Oregon
$3.86M -$56.8K -3,018 -1%
FG
236
Fiduciary Group
Georgia
$3.85M -$43.2K -2,292 -1%
VVP
237
Venture Visionary Partners
Ohio
$3.83M +$454K +24,126 +13%
SFA
238
Souders Financial Advisors
Ohio
$3.83M +$288K +15,282 +8%
FCM
239
Firestone Capital Management
Florida
$3.8M +$301K +15,972 +9%
MAM
240
McCarthy Asset Management
California
$3.79M +$236K +12,516 +7%
ACI
241
Alpha Cubed Investments
California
$3.78M – – –
MA
242
Mutual Advisors
Nebraska
$3.76M +$170K +9,006 +5%
CWM
243
Chesapeake Wealth Management
Virginia
$3.75M -$69.6K -3,696 -2%
IWMA
244
Ironwood Wealth Management (Arizona)
Arizona
$3.71M -$25.7K -1,362 -0.7%
CI
245
Cordant Inc
Oregon
$3.69M +$26.2K +1,392 +0.7%
RF
246
RHS Financial
California
$3.66M -$90.8K -4,818 -2%
MML Investors Services
247
MML Investors Services
Massachusetts
$3.6M +$273K +14,508 +8%
RJA
248
Raymond James & Associates
Florida
$3.56M -$2.03K -108 -0.1%
NI
249
NYL Investors
New York
$3.52M +$22.6K +1,200 +0.6%
KJWM
250
Kiley Juergens Wealth Management
Washington
$3.5M +$61.9K +3,288 +2%
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