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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 %
ACA
301
Atlas Capital Advisors
Wyoming
$1.95M +$59.2K +4,230 +3%
PPP
302
Private Portfolio Partners
New Jersey
$1.95M – – –
QCG
303
Quadrant Capital Group
Ohio
$1.91M +$183K +13,101 +11%
RW
304
RVW Wealth
California
$1.9M +$32.1K +2,292 +2%
EL
305
Essex LLC
Illinois
$1.9M -$87.9K -6,282 -4%
SMC
306
Smith, Moore & Co
Missouri
$1.89M +$533K +38,049 +39%
MWM
307
Madison Wealth Management
Ohio
$1.88M – – –
BF
308
Brooklyn FI
New York
$1.87M +$1.72M +123,162 +1,203%
CAG
309
Compass Advisory Group
New York
$1.86M -$176K -12,558 -9%
Lido Advisors
310
Lido Advisors
California
$1.79M +$317K +22,683 +21%
SEEDPG
311
S.E.E.D. Planning Group
New York
$1.78M +$156K +11,166 +10%
EWM
312
Empirical Wealth Management
Washington
$1.78M -$78.6K -5,619 -4%
Goldman Sachs
313
Goldman Sachs
New York
$1.76M -$3M -214,614 -63%
BP
314
Broadleaf Partners
Ohio
$1.76M -$7.1K -507 -0.4%
LIG
315
Lokken Investment Group
Delaware
$1.74M +$126 +9 +0%
William Blair & Company
316
William Blair & Company
Illinois
$1.72M +$750K +53,544 +77%
JHCP
317
Jackson Hole Capital Partners
Oklahoma
$1.71M +$168 +12 +0%
WPA
318
West Paces Advisors
Georgia
$1.7M -$938K -67,050 -36%
MGIA
319
Moneta Group Investment Advisors
Missouri
$1.7M +$215K +15,339 +14%
BTWM
320
Baker Tilly Wealth Management
Wisconsin
$1.69M -$66.3K -4,737 -4%
FWP
321
FAS Wealth Partners
Kansas
$1.66M +$339K +24,237 +26%
EPM
322
Elm Partners Management
Pennsylvania
$1.65M -$2.37M -169,221 -59%
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$1.64M +$88.5K +6,324 +6%
BIA
324
Bigelow Investment Advisors
Maine
$1.64M +$7.77K +555 +0.5%
WIC
325
Woodmont Investment Counsel
Tennessee
$1.62M – – –
11 12
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