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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

868 hedge funds and large institutions have $6.73B invested in Schwab US Broad Market ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 362 increasing their positions, 318 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-20
Holders Change %
-2.25%
% of All Funds
14.68%
Holding in Top 10
111
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.63%
% of All Funds
1.88%
New
57
Increased
362
Reduced
318
Closed
66
Calls
$19.5M
Puts
$3.37M
Net Calls
+$16.1M
Net Calls Change
+$12.3M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.37B
2
AWM
AE Wealth Management
Kansas
$28.8M
3
HCM
Hengehold Capital Management
Ohio
$103M
4
WAG
Winthrop Advisory Group
Massachusetts
$15.2M
5
HWM
HB Wealth Management
Georgia
$93.5M

Top Sellers

1
CJFS
Coulter & Justus Financial Services
Tennessee
$0
2
BF
Brooklyn FI
New York
$1.88M
3
MFRM
Milliman Financial Risk Management
Illinois
$142M
4
FANJ
Financial Architects (New Jersey)
New Jersey
$0
5
SCM
SCS Capital Management
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
226
RKL Wealth Management
Pennsylvania
$3.4M -$56.5K -3,834 -2%
CAM
227
Cresset Asset Management
Illinois
$3.38M +$82.1K +5,640 +2%
CI
228
CX Institutional
Indiana
$3.37M +$733K +49,737 +28%
RJA
229
Raymond James & Associates
Florida
$3.37M +$109K +7,386 +3%
VCM
230
Vivaldi Capital Management
Illinois
$3.37M -$3.54K -240 -0.1%
MML Investors Services
231
MML Investors Services
Massachusetts
$3.31M +$414K +28,101 +14%
MA
232
Mutual Advisors
Nebraska
$3.28M +$320K +21,723 +11%
NGA
233
Naples Global Advisors
Florida
$3.21M -$25.4K -1,722 -0.8%
5L
234
55I LLC
Massachusetts
$3.18M -$47.9K -3,255 -1%
BCM
235
Boltwood Capital Management
California
$3.17M -$216K -14,697 -6%
FG
236
Fiduciary Group
Georgia
$3.17M -$89.9K -5,448 -3%
WOSD
237
WFA of San Diego
California
$3.15M -$488K -33,105 -13%
MAM
238
McCarthy Asset Management
California
$3.14M -$3.45K -234 -0.1%
PAG
239
Private Advisor Group
New Jersey
$3.14M -$1.2M -81,450 -28%
FC
240
Financial Consulate
Maryland
$3.09M -$22.4K -1,524 -0.7%
ACI
241
Alpha Cubed Investments
California
$3.04M – – –
VVP
242
Venture Visionary Partners
Ohio
$3.02M -$1.28K -87 -0%
CPIG
243
Chicago Partners Investment Group
Illinois
$3.01M -$858K -53,268 -22%
SFA
244
Souders Financial Advisors
Ohio
$3M +$65.6K +4,452 +2%
AWS
245
AJ Wealth Strategies
New York
$2.99M -$247K -16,785 -8%
Jane Street
246
Jane Street
New York
$2.97M +$2.97M +201,492 New
AAS
247
Annex Advisory Services
Wisconsin
$2.94M -$137K -9,315 -4%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$2.94M +$2.73M +185,466 +1,333%
BAM
249
Berkshire Asset Management
Pennsylvania
$2.94M +$2.94M +199,239 New
AIM
250
AMI Investment Management
Indiana
$2.89M -$112K -7,638 -4%
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