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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
+$7.82M
4
HWA
HHM Wealth Advisors
Tennessee
+$5.03M
5
PA
PFG Advisors
Arizona
+$4.91M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$189M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$43.6M
3
AIP
Almanack Investment Partners
Pennsylvania
-$40.6M
4
BHB
Bank Hapoalim BM
Israel
-$12.3M
5
Creative Planning
Creative Planning
Kansas
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
276
Phocas Financial Corp
California
$2.26M +$52.5K +3,750 +2%
DFA
277
DHJJ Financial Advisors
Illinois
$2.25M -$175K -12,471 -7%
NI
278
NYL Investors
New York
$2.24M -$37.8K -2,700 -2%
NCM
279
Novare Capital Management
North Carolina
$2.24M -$37.7K -2,694 -2%
PWMG
280
Prestige Wealth Management Group
New Jersey
$2.23M +$52.8K +3,771 +2%
BP
281
BBR Partners
New York
$2.23M – – –
BAM
282
Belpointe Asset Management
Nevada
$2.21M -$95.9K -6,852 -4%
RRCM
283
Rappaport Reiches Capital Management
Illinois
$2.2M +$5.33K +381 +0.2%
CMBA
284
C.M. Bidwell & Associates
Hawaii
$2.17M +$34.5K +2,463 +2%
ZIC
285
ZWJ Investment Counsel
Georgia
$2.16M -$20.9K -1,494 -1%
YIA
286
YHB Investment Advisors
Connecticut
$2.14M -$317K -22,683 -13%
LRPA
287
L. Roy Papp & Associates
Arizona
$2.14M -$39.5K -2,820 -2%
DTIM
288
Danda Trouve Investment Management
Kansas
$2.13M -$2.27M -162,108 -52%
PCIA
289
Prime Capital Investment Advisors
Kansas
$2.12M -$66.9K -4,779 -3%
CAG
290
Csenge Advisory Group
Florida
$2.12M +$255K +18,234 +14%
JWBC
291
John W. Brooker & Co
California
$2.11M -$216K -15,402 -9%
CA
292
Cambridge Advisors
Nebraska
$2.09M -$28.8K -2,055 -1%
FMP
293
Financial Management Professionals
Texas
$2.04M -$45.5K -3,252 -2%
FAIM
294
Financial Advocates Investment Management
Washington
$2.03M +$118K +8,430 +6%
DWM
295
Destination Wealth Management
California
$2.02M -$2.45M -174,837 -55%
JPLA
296
Joseph P. Lucia & Associates
New York
$2.02M +$190K +13,545 +10%
TIM
297
Tortoise Investment Management
New York
$1.99M -$248K -17,742 -11%
SIC
298
Salem Investment Counselors
North Carolina
$1.97M -$69.1K -4,935 -3%
MG
299
Mather Group
Illinois
$1.97M -$17.1K -1,221 -0.9%
TC
300
TownSquare Capital
Utah
$1.95M -$87.5K -6,249 -4%
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