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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

854 hedge funds and large institutions have $6.21B invested in Schwab US Broad Market ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 336 increasing their positions, 322 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
854
Holders Change
-14
Holders Change %
-1.61%
% of All Funds
14.77%
Holding in Top 10
102
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.11%
% of All Funds
1.76%
New
46
Increased
336
Reduced
322
Closed
49
Calls
$17.6M
Puts
$3.93M
Net Calls
+$13.7M
Net Calls Change
-$2.42M

Top Buyers

1
UBS AM
UBS AM
Illinois
$108M
2
FANJ
Financial Architects (New Jersey)
New Jersey
$22.1M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
$39.6M
4
HWA
HHM Wealth Advisors
Tennessee
$60.6M
5
PA
PFG Advisors
Arizona
$4.91M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.11B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
AIP
Almanack Investment Partners
Pennsylvania
$0
4
BHB
Bank Hapoalim BM
Israel
$0
5
Creative Planning
Creative Planning
Kansas
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
226
Diversified Portfolios Inc
Michigan
$3.03M -$2.03M -145,182 -40%
CI
227
CX Institutional
Indiana
$2.99M -$216K -15,462 -7%
5L
228
55I LLC
Massachusetts
$2.98M -$40.4K -2,886 -1%
NGA
229
Naples Global Advisors
Florida
$2.97M -$80.4K -5,745 -3%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$2.96M +$2.96M +211,155 New
ACI
231
Alpha Cubed Investments
California
$2.89M +$4.2K +300 +0.1%
AAG
232
Avalon Advisory Group
Pennsylvania
$2.89M +$469K +33,486 +19%
FG
233
Fiduciary Group
Georgia
$2.87M -$101K -6,549 -3%
AC
234
Avant Capital
Louisiana
$2.87M +$142K +10,176 +5%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$2.86M +$71.2K +5,085 +3%
VVP
236
Venture Visionary Partners
Ohio
$2.86M -$11.5K -819 -0.4%
AWS
237
AJ Wealth Strategies
New York
$2.84M +$5.25K +375 +0.2%
FC
238
Financial Consulate
Maryland
$2.83M -$104K -7,434 -4%
SWM
239
Seaside Wealth Management
California
$2.83M +$402K +26,586 +17%
WOSD
240
WFA of San Diego
California
$2.83M -$164K -11,718 -5%
BAM
241
Berkshire Asset Management
Pennsylvania
$2.78M -$5.12K -366 -0.2%
MA
242
Mutual Advisors
Nebraska
$2.77M -$346K -24,702 -11%
BL
243
BCWM LLC
Kansas
$2.77M +$203K +14,526 +8%
RJA
244
Raymond James & Associates
Florida
$2.75M -$456K -32,598 -14%
IWMA
245
Ironwood Wealth Management (Arizona)
Arizona
$2.71M – – –
MAM
246
McCarthy Asset Management
California
$2.68M -$304K -21,741 -10%
AllianceBernstein
247
AllianceBernstein
Tennessee
$2.67M +$39.7K +2,838 +2%
BCM
248
Boltwood Capital Management
California
$2.66M -$350K -25,017 -12%
BIP
249
Blueprint Investment Partners
North Carolina
$2.64M -$772K -55,158 -23%
CWM
250
Chesapeake Wealth Management
Virginia
$2.63M -$54.2K -3,870 -2%
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