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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

888 hedge funds and large institutions have $8.14B invested in Schwab US Broad Market ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 810 increasing their positions, 16 reducing their positions, and 53 closing their positions.

Holders
888
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
14.05%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.8%
New
58
Increased
810
Reduced
16
Closed
53
Calls
$14.2M
Puts
$10.3M
Net Calls
+$3.87M
Net Calls Change
+$5.16M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.5B
2
Betterment LLC
2
Betterment LLC
New York
$397M
3
SCM
3
SCS Capital Management
Massachusetts
$327M
4
CJFS
4
Coulter & Justus Financial Services
Tennessee
$108M
5
EK
5
Evensky & Katz
Florida
$214M

Top Sellers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$1.24M
2
K
2
Kemper
Illinois
$0
3
PA
3
PFG Advisors
Arizona
$0
4
RCS
4
Retirement Capital Strategies
California
$0
5
BAM
5
Berkshire Asset Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
251
Chesapeake Wealth Management
Virginia
$3.38M 63,363 +30,184 +91%
CI
252
Cordant Inc
Oregon
$3.37M 63,168 +30,483 +93%
AllianceBernstein
253
AllianceBernstein
Tennessee
$3.37M 63,074 +34,489 +121%
WFA
254
Wade Financial Advisory
California
$3.35M 62,743 +35,142 +127%
AC
255
Avant Capital
Louisiana
$3.35M 62,647 +31,980 +104%
BL
256
BCWM LLC
Kansas
$3.3M 61,864 +31,012 +101%
ACA
257
Aspire Capital Advisors
Washington
$3.3M 61,813 +61,813 New
HCMT
258
Highland Capital Management (Tennessee)
Tennessee
$3.28M 61,468 +30,735 +100%
FMP
259
Financial Management Professionals
Texas
$3.24M 60,769 +30,659 +102%
NS
260
Newman & Schimel
Illinois
$3.24M 60,681 +38,834 +178%
MCCP
261
Mission Creek Capital Partners
California
$3.22M 60,244 +29,780 +98%
CI
262
CX Institutional
Indiana
$3.19M 59,783 +33,003 +123%
CFS
263
CRA Financial Services
New Jersey
$3.19M 59,767 +31,390 +111%
GIP
264
Granite Investment Partners
California
$3.19M 59,734 +30,797 +106%
WWM
265
Western Wealth Management
Colorado
$3.18M 59,566 +45,331 +318%
YIA
266
YHB Investment Advisors
Connecticut
$3.18M 59,510 +31,246 +111%
IWMA
267
Ironwood Wealth Management (Arizona)
Arizona
$3.18M 59,490 +26,645 +81%
AIM
268
AHL Investment Management
Florida
$3.16M 59,181 +42,885 +263%
VCM
269
Virtue Capital Management
Tennessee
$3.13M 58,634 +22,986 +64%
FAIM
270
Financial Advocates Investment Management
Washington
$3.08M 57,730 +33,345 +137%
CAM
271
Cozad Asset Management
Illinois
$3.04M 57,010 +28,450 +100%
FG
272
Fiduciary Group
Georgia
$3.02M 65,825 +31,729 +93%
AAG
273
Avalon Advisory Group
Pennsylvania
$3.01M 56,438 +27,865 +98%
DFA
274
DHJJ Financial Advisors
Illinois
$3.01M 56,135 +31,167 +125%
RFA
275
RTD Financial Advisors
Pennsylvania
$3M 56,100 +27,626 +97%
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