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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 %
AC
251
Avant Capital
Louisiana
$2.87M +$101K +6,831 +4%
LB
252
Leo Brokerage
Texas
$2.86M -$1.58M -107,553 -36%
CWM
253
Chesapeake Wealth Management
Virginia
$2.82M +$22.6K +1,536 +0.8%
WPA
254
West Paces Advisors
Georgia
$2.78M +$1.26M +85,605 +83%
AllianceBernstein
255
AllianceBernstein
Tennessee
$2.77M -$17.5K -1,188 -0.6%
KJWM
256
Kiley Juergens Wealth Management
Washington
$2.76M -$672K -45,612 -20%
PP
257
Pegasus Partners
Wisconsin
$2.73M +$2.02M +137,364 +287%
CFS
258
CRA Financial Services
New Jersey
$2.72M +$81.5K +5,535 +3%
IWMA
259
Ironwood Wealth Management (Arizona)
Arizona
$2.71M +$84.5K +5,736 +3%
HCMT
260
Highland Capital Management (Tennessee)
Tennessee
$2.7M -$12.9K -879 -0.5%
BL
261
BCWM LLC
Kansas
$2.7M -$33.8K -2,295 -1%
NS
262
Newman & Schimel
Illinois
$2.69M +$7.16K +486 +0.3%
CAM
263
Cozad Asset Management
Illinois
$2.67M +$152K +10,335 +6%
ACA
264
Aspire Capital Advisors
Washington
$2.64M -$89K -6,042 -3%
MCCP
265
Mission Creek Capital Partners
California
$2.62M -$47K -3,192 -2%
YIA
266
YHB Investment Advisors
Connecticut
$2.59M -$43.1K -2,925 -2%
SWM
267
Seaside Wealth Management
California
$2.59M +$2.59M +160,635 New
WWM
268
Western Wealth Management
Colorado
$2.58M -$65.9K -4,455 -2%
GIP
269
Granite Investment Partners
California
$2.55M -$88.4K -6,000 -3%
DFA
270
DHJJ Financial Advisors
Illinois
$2.55M +$65.6K +4,455 +3%
AAG
271
Avalon Advisory Group
Pennsylvania
$2.54M +$48.8K +3,315 +2%
SAM
272
Sawgrass Asset Management
Florida
$2.54M -$411K -27,900 -14%
CI
273
Cordant Inc
Oregon
$2.54M -$255K -17,331 -9%
CIA
274
Compass Ion Advisors
Pennsylvania
$2.5M +$24K +1,632 +1%
RFA
275
RTD Financial Advisors
Pennsylvania
$2.47M -$9.37K -636 -0.4%
9 10
11
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