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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 %
MG
301
Mather Group
Illinois
$2.09M -$106K -7,203 -5%
PPP
302
Private Portfolio Partners
New Jersey
$2.05M – – –
FAIM
303
Financial Advocates Investment Management
Washington
$2.01M -$537K -36,447 -21%
ACA
304
Atlas Capital Advisors
Wyoming
$1.99M +$20.2K +1,371 +1%
MWM
305
Madison Wealth Management
Ohio
$1.98M – – –
RW
306
RVW Wealth
California
$1.97M +$78.6K +5,337 +4%
CAG
307
Csenge Advisory Group
Florida
$1.96M +$1.96M +133,194 New
EWM
308
Empirical Wealth Management
Washington
$1.95M +$333K +22,620 +21%
S
309
SignatureFD
Georgia
$1.94M +$489K +33,207 +34%
JPLA
310
Joseph P. Lucia & Associates
New York
$1.92M +$116K +7,857 +6%
OPWM
311
Oxinas Partners Wealth Management
Indiana
$1.91M +$933K +63,372 +96%
ACM
312
AlphaStar Capital Management
North Carolina
$1.9M -$5.66K -384 -0.3%
BF
313
Brooklyn FI
New York
$1.88M -$82.6M -450,480 -98%
EWA
314
EP Wealth Advisors
California
$1.88M -$181K -12,273 -9%
AWM
315
Abound Wealth Management
Tennessee
$1.87M +$1.76M +119,220 +1,504%
BP
316
Broadleaf Partners
Ohio
$1.86M -$28.7K -1,947 -2%
BTWM
317
Baker Tilly Wealth Management
Wisconsin
$1.84M +$1.84M +125,163 New
LIG
318
Lokken Investment Group
Delaware
$1.84M +$985K +66,909 +116%
CAI
319
Capital Advisors Inc
Oklahoma
$1.82M +$707K +48,012 +64%
QCG
320
Quadrant Capital Group
Ohio
$1.81M +$195K +13,209 +12%
BWL
321
Bogart Wealth LLC
Virginia
$1.8M +$154K +10,482 +9%
JHCP
322
Jackson Hole Capital Partners
Oklahoma
$1.8M +$86.3K +5,859 +5%
SWM
323
Segment Wealth Management
Texas
$1.79M +$44 +3 +0%
MA
324
MBA Advisors
Pennsylvania
$1.72M +$66.7K +4,530 +4%
BIA
325
Bigelow Investment Advisors
Maine
$1.71M -$203K -13,803 -11%
11 12
13
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