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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 %
FCM
251
Firestone Capital Management
Florida
$2.62M -$860K -61,467 -25%
CAM
252
Cozad Asset Management
Illinois
$2.62M +$79.8K +5,700 +3%
MHR
253
Matthew Hamilton Rosenberg
$2.6M +$1.41M +100,590 +119%
EI
254
Ellevest Inc
New York
$2.59M -$1.14M -81,294 -31%
HCMT
255
Highland Capital Management (Tennessee)
Tennessee
$2.54M -$26.8K -1,917 -1%
AIM
256
AMI Investment Management
Indiana
$2.54M -$209K -14,901 -8%
IWM
257
IHT Wealth Management
Illinois
$2.54M +$2.24M +159,981 +752%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$2.53M +$1.13M +80,505 +80%
AAS
259
Annex Advisory Services
Wisconsin
$2.51M -$289K -20,634 -10%
ACA
260
Aspire Capital Advisors
Washington
$2.48M -$34.9K -2,496 -1%
WWM
261
Western Wealth Management
Colorado
$2.48M +$8.79K +621 +0.4%
MCCP
262
Mission Creek Capital Partners
California
$2.43M -$52.4K -3,741 -2%
SA
263
Shilanski & Associates
Alaska
$2.43M -$7.4M -528,822 -75%
PCMC
264
Private Capital Management (Colorado)
Colorado
$2.43M -$1.07M -76,224 -31%
CFS
265
CRA Financial Services
New Jersey
$2.43M -$159K -11,340 -6%
SAM
266
Sawgrass Asset Management
Florida
$2.41M – – –
SWM
267
Southern Wealth Management
Texas
$2.4M +$16.2K +1,071 +0.7%
GIP
268
Granite Investment Partners
California
$2.4M -$21K -1,500 -0.9%
ISWM
269
Independent Solutions Wealth Management
New York
$2.4M +$71K +5,076 +3%
CIA
270
Compass Ion Advisors
Pennsylvania
$2.39M +$15.7K +1,122 +0.7%
MSS
271
Mitchell Sinkler & Starr
Pennsylvania
$2.39M +$73.9K +5,283 +3%
KJWM
272
Kiley Juergens Wealth Management
Washington
$2.38M -$245K -17,475 -9%
GPFA
273
Game Plan Financial Advisors
Ohio
$2.34M +$77.5K +5,535 +3%
LPIC
274
LeJeune Puetz Investment Counsel
Michigan
$2.32M +$6.8K +486 +0.3%
RFA
275
RTD Financial Advisors
Pennsylvania
$2.31M -$37.1K -2,649 -2%
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