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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
+$128M
2
AWM
AE Wealth Management
Kansas
+$28.5M
3
HCM
Hengehold Capital Management
Ohio
+$18.1M
4
WAG
Winthrop Advisory Group
Massachusetts
+$15.2M
5
HWM
HB Wealth Management
Georgia
+$11.5M

Top Sellers

1
CJFS
Coulter & Justus Financial Services
Tennessee
-$108M
2
BF
Brooklyn FI
New York
-$82.6M
3
MFRM
Milliman Financial Risk Management
Illinois
-$42.3M
4
FANJ
Financial Architects (New Jersey)
New Jersey
-$30.4M
5
SCM
SCS Capital Management
Massachusetts
-$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
276
Ergoteles
New York
$2.47M +$2.47M +167,577 New
JWBC
277
John W. Brooker & Co
California
$2.45M +$354K +24,030 +17%
ISWM
278
Independent Solutions Wealth Management
New York
$2.45M +$65.9K +4,476 +3%
MSS
279
Mitchell Sinkler & Starr
Pennsylvania
$2.43M +$296K +20,073 +14%
LPIC
280
LeJeune Puetz Investment Counsel
Michigan
$2.43M +$29.1K +1,977 +1%
BAM
281
Belpointe Asset Management
Nevada
$2.43M -$377K -25,611 -13%
NI
282
NYL Investors
New York
$2.4M +$22.1K +1,500 +0.9%
NCM
283
Novare Capital Management
North Carolina
$2.4M +$92.7K +6,294 +4%
GPFA
284
Game Plan Financial Advisors
Ohio
$2.37M -$21K -1,434 -0.9%
TIM
285
Tortoise Investment Management
New York
$2.36M +$1.13M +76,656 +92%
BP
286
BBR Partners
New York
$2.35M – – –
SWM
287
Southern Wealth Management
Texas
$2.32M -$45.6K -3,099 -2%
PFC
288
Phocas Financial Corp
California
$2.32M +$14.4K +975 +0.6%
RRCM
289
Rappaport Reiches Capital Management
Illinois
$2.31M -$39.7K -2,697 -2%
PCIA
290
Prime Capital Investment Advisors
Kansas
$2.31M -$2.68M -181,992 -54%
ZIC
291
ZWJ Investment Counsel
Georgia
$2.3M +$763K +51,765 +50%
PWMG
292
Prestige Wealth Management Group
New Jersey
$2.3M -$83.2K -5,649 -3%
LRPA
293
L. Roy Papp & Associates
Arizona
$2.29M -$29.2K -1,986 -1%
CMBA
294
C.M. Bidwell & Associates
Hawaii
$2.25M -$23.1K -1,566 -1%
CA
295
Cambridge Advisors
Nebraska
$2.22M -$133K -8,997 -6%
FMP
296
Financial Management Professionals
Texas
$2.19M -$491K -33,330 -18%
SIC
297
Salem Investment Counselors
North Carolina
$2.15M – – –
TC
298
TownSquare Capital
Utah
$2.15M +$1.82M +123,546 +557%
CAG
299
Compass Advisory Group
New York
$2.15M +$733K +49,770 +52%
EL
300
Essex LLC
Illinois
$2.09M -$15.4K -1,044 -0.7%
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