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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 %
BL
251
BCWM LLC
Kansas
$3.49M -$28K -1,488 -0.8%
HCMT
252
Highland Capital Management (Tennessee)
Tennessee
$3.47M -$226 -12 -0%
AC
253
Avant Capital
Louisiana
$3.47M +$3.47M +184,002 New
HI
254
Hudock Inc
Pennsylvania
$3.46M -$678 -36 -0%
CCM
255
Ciovacco Capital Management
Georgia
$3.46M +$140K +7,410 +4%
MCCP
256
Mission Creek Capital Partners
California
$3.44M -$24.9K -1,320 -0.7%
PCMC
257
Private Capital Management (Colorado)
Colorado
$3.43M -$82.7K -4,392 -2%
BAM
258
Berkshire Asset Management
Pennsylvania
$3.43M -$2.15K -114 -0.1%
FMP
259
Financial Management Professionals
Texas
$3.4M +$2.31M +122,478 +211%
GIP
260
Granite Investment Partners
California
$3.27M +$105K +5,562 +3%
AllianceBernstein
261
AllianceBernstein
Tennessee
$3.23M -$1.36K -72 -0%
AAG
262
Avalon Advisory Group
Pennsylvania
$3.23M -$832K -44,160 -20%
CAM
263
Cozad Asset Management
Illinois
$3.23M – – –
RFA
264
RTD Financial Advisors
Pennsylvania
$3.22M +$3.22M +170,844 New
CFS
265
CRA Financial Services
New Jersey
$3.21M +$381K +20,232 +13%
YIA
266
YHB Investment Advisors
Connecticut
$3.19M +$281K +14,916 +10%
Ameriprise
267
Ameriprise
Minnesota
$3.16M +$149K +7,752 +5%
PWMG
268
Prestige Wealth Management Group
New Jersey
$3.13M -$81.4K -4,320 -3%
LPIC
269
LeJeune Puetz Investment Counsel
Michigan
$3.13M +$4.3K +228 +0.1%
ISWM
270
Independent Solutions Wealth Management
New York
$3.13M -$32.9K -1,746 -1%
GPFA
271
Game Plan Financial Advisors
Ohio
$3.12M +$66.7K +3,540 +2%
WFA
272
Wade Financial Advisory
California
$3.12M -$6.55K -348 -0.2%
BP
273
BBR Partners
New York
$3.12M – – –
OCG
274
Opus Capital Group
Ohio
$3.1M -$11.3K -600 -0.4%
CI
275
CX Institutional
Indiana
$3.03M -$113K -5,976 -4%
9 10
11
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