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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
+$191M
2
LP
LGL Partners
Pennsylvania
+$74.8M
3
Cerity Partners
Cerity Partners
New York
+$16.6M
4
SFA
Sequoia Financial Advisors
Ohio
+$9.22M
5
WC
Wealth CMT
New Jersey
+$8.48M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$28.5M
2
SCM
SCS Capital Management
Massachusetts
-$20.7M
3
AWM
Avior Wealth Management
Nebraska
-$19.8M
4
Betterment LLC
Betterment LLC
New York
-$18.4M
5
Osaic Holdings
Osaic Holdings
Arizona
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
Cambridge Advisors
Nebraska
$3.01M -$9.04K -480 -0.3%
Dimensional Fund Advisors
277
Dimensional Fund Advisors
Texas
$2.99M +$2.99M +158,658 New
SWM
278
Southern Wealth Management
Texas
$2.99M +$14.6K +774 +0.5%
QCG
279
Quadrant Capital Group
Ohio
$2.99M +$1.05M +55,488 +54%
CMBA
280
C.M. Bidwell & Associates
Hawaii
$2.93M +$4.07K +216 +0.1%
ZIC
281
ZWJ Investment Counsel
Georgia
$2.93M -$6.67K -354 -0.2%
LRPA
282
L. Roy Papp & Associates
Arizona
$2.93M -$77.5K -4,116 -3%
NL
283
NEPC LLC
Massachusetts
$2.9M – – –
MG
284
Mather Group
Illinois
$2.89M +$280K +14,856 +11%
SAMC
285
Spectrum Asset Management (California)
California
$2.85M +$67.6K +3,588 +2%
DFA
286
DHJJ Financial Advisors
Illinois
$2.82M +$83K +4,404 +3%
CIA
287
Compass Ion Advisors
Pennsylvania
$2.8M +$477K +25,314 +21%
EVM
288
Eaton Vance Management
Massachusetts
$2.79M -$878K -46,590 -24%
MMA
289
Miracle Mile Advisors
California
$2.79M +$483K +25,644 +21%
ACA
290
Atlas Capital Advisors
Wyoming
$2.78M +$12.4K +660 +0.4%
FAIM
291
Financial Advocates Investment Management
Washington
$2.75M +$126K +6,678 +5%
SIC
292
Salem Investment Counselors
North Carolina
$2.75M +$15.8K +840 +0.6%
EL
293
Essex LLC
Illinois
$2.74M +$20.9K +1,110 +0.8%
PIP
294
Peachtree Investment Partners
Florida
$2.68M -$5.65K -300 -0.2%
BAM
295
Belpointe Asset Management
Nevada
$2.66M -$92.1K -4,890 -3%
JWBC
296
John W. Brooker & Co
California
$2.63M -$24.1K -1,278 -0.9%
PPP
297
Private Portfolio Partners
New Jersey
$2.62M – – –
AWM
298
Axxcess Wealth Management
California
$2.62M +$2.62M +139,326 New
NCM
299
Novare Capital Management
North Carolina
$2.6M +$110K +5,814 +4%
BWL
300
Bogart Wealth LLC
Virginia
$2.56M -$34.9K -1,854 -1%
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