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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 %
JWM
326
Jackson Wealth Management
Florida
$2.06M +$2.06M +109,392 New
LCC
327
Lincoln Capital Corp
Rhode Island
$2.05M +$29.7K +1,578 +1%
TWM
328
Tolleson Wealth Management
Texas
$2.01M -$36.8K -1,956 -2%
LSAG
329
Lake Street Advisors Group
New Hampshire
$2M +$7.57K +402 +0.4%
BWM
330
Benchmark Wealth Management
Connecticut
$2M +$51K +2,706 +3%
CFA
331
Capstone Financial Advisors
Illinois
$1.99M +$2.37K +126 +0.1%
SEEDPG
332
S.E.E.D. Planning Group
New York
$1.94M +$9.27K +492 +0.5%
GWM
333
Guardian Wealth Management
Illinois
$1.94M +$1.94M +102,720 New
SMC
334
Smith, Moore & Co
Missouri
$1.93M +$54.5K +2,892 +3%
CAM
335
Carret Asset Management
New York
$1.92M -$17.2K -912 -0.9%
SIC
336
Sigma Investment Counselors
Michigan
$1.89M +$24.2K +1,284 +1%
BJL
337
Brighton Jones LLC
Washington
$1.89M +$100K +5,334 +6%
MA
338
MBA Advisors
Pennsylvania
$1.88M +$157K +8,346 +9%
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$1.84M -$18.1K -960 -1%
AIM
340
AHL Investment Management
Florida
$1.84M +$1.84M +97,776 New
MPM
341
Meritage Portfolio Management
Kansas
$1.84M -$9.38K -498 -0.5%
TYCC
342
Texas Yale Capital Corp
Florida
$1.81M – – –
FT
343
Fiduciary Trust
Massachusetts
$1.8M +$732K +38,850 +68%
RG
344
Retirement Group
California
$1.8M -$108K -5,736 -6%
SCA
345
STALEY CAPITAL ADVISERS
Pennsylvania
$1.79M -$10.5K -558 -0.6%
AMG
346
Asset Management Group
Connecticut
$1.77M -$54.5K -2,892 -3%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$1.77M +$1.77M +94,068 New
AFP
348
Ausdal Financial Partners
Iowa
$1.77M +$40.1K +2,130 +2%
CAG
349
Compass Advisory Group
New York
$1.74M +$27.8K +1,476 +2%
FMC
350
Financial Management Concepts
Florida
$1.72M +$1.5M +79,524 +669%
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