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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
$1.64B
2
LP
LGL Partners
Pennsylvania
$74.8M
3
Cerity Partners
Cerity Partners
New York
$17.6M
4
SFA
Sequoia Financial Advisors
Ohio
$10.7M
5
WC
Wealth CMT
New Jersey
$8.48M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$47.1M
2
SCM
SCS Capital Management
Massachusetts
$370M
3
AWM
Avior Wealth Management
Nebraska
$19M
4
Betterment LLC
Betterment LLC
New York
$425M
5
Osaic Holdings
Osaic Holdings
Arizona
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
NewEdge Advisors
Louisiana
$2.55M -$232K -12,324 -8%
BIA
302
Bigelow Investment Advisors
Maine
$2.54M +$63.1K +3,348 +3%
MWM
303
Madison Wealth Management
Ohio
$2.54M -$94.4K -5,010 -4%
ACM
304
AlphaStar Capital Management
North Carolina
$2.5M +$2.53K +138 +0.1%
NS
305
Newman & Schimel
Illinois
$2.47M +$774K +41,112 +46%
RW
306
RVW Wealth
California
$2.41M -$92.9K -4,932 -4%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$2.4M +$10.9K +576 +0.5%
BP
308
Broadleaf Partners
Ohio
$2.39M +$2.01M +106,572 +527%
MSS
309
Mitchell Sinkler & Starr
Pennsylvania
$2.38M +$136K +7,206 +6%
KAS
310
Kestra Advisory Services
Texas
$2.37M -$7M -371,796 -75%
BCM
311
Brookstone Capital Management
Illinois
$2.34M +$634K +34,416 +37%
TF
312
TIAA FSB
Florida
$2.33M +$328K +17,442 +16%
JPLA
313
Joseph P. Lucia & Associates
New York
$2.27M +$32.8K +1,740 +1%
SWM
314
Segment Wealth Management
Texas
$2.27M +$46.9K +2,490 +2%
BWM
315
BCS Wealth Management
Tennessee
$2.24M +$95.9K +5,094 +4%
VCAM
316
Van Cleef Asset Management
Ohio
$2.19M – – –
JHCP
317
Jackson Hole Capital Partners
Oklahoma
$2.19M -$236K -12,534 -10%
WIC
318
Woodmont Investment Counsel
Tennessee
$2.18M – – –
FA
319
Faithward Advisors
Pennsylvania
$2.15M -$32K -1,698 -1%
EWM
320
Empirical Wealth Management
Washington
$2.14M +$163K +8,628 +8%
IWC
321
Integrated Wealth Concepts
Massachusetts
$2.12M +$30.5K +1,620 +1%
DPI
322
Diversified Portfolios Inc
Michigan
$2.09M -$79.1K -4,200 -4%
GWA
323
GGM Wealth Advisors
Maryland
$2.08M +$89.4K +4,812 +4%
BAM
324
Baldrige Asset Management
Pennsylvania
$2.08M +$9.49K +504 +0.5%
WPA
325
West Paces Advisors
Georgia
$2.07M -$23.4K -1,242 -1%
11 12
13
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