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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 %
SEEDPG
326
S.E.E.D. Planning Group
New York
$1.71M +$184K +12,489 +12%
FA
327
Faithward Advisors
Pennsylvania
$1.71M -$7.34K -498 -0.4%
WIC
328
Woodmont Investment Counsel
Tennessee
$1.7M – – –
CG
329
Colony Group
Massachusetts
$1.67M +$391K +26,544 +31%
TF
330
TIAA FSB
Florida
$1.66M -$98.7K -6,699 -6%
AAP
331
Arax Advisory Partners
Colorado
$1.66M +$496K +33,654 +43%
BAM
332
Baldrige Asset Management
Pennsylvania
$1.64M +$4.46K +303 +0.3%
LCC
333
Lincoln Capital Corp
Rhode Island
$1.64M +$16.9K +1,149 +1%
SAMC
334
Spectrum Asset Management (California)
California
$1.64M -$36.4K -2,469 -2%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$1.64M -$37.8K -2,565 -2%
BWM
336
Benchmark Wealth Management
Connecticut
$1.6M – – –
NA
337
NewEdge Advisors
Louisiana
$1.58M -$81.6K -5,538 -5%
LSAG
338
Lake Street Advisors Group
New Hampshire
$1.58M +$6.14K +417 +0.4%
AA
339
Advisory Alpha
Michigan
$1.57M +$30K +2,037 +2%
TWM
340
Tolleson Wealth Management
Texas
$1.57M – – –
AF
341
Advisornet Financial
Minnesota
$1.57M -$2.31M -156,798 -60%
MGIA
342
Moneta Group Investment Advisors
Missouri
$1.56M +$637K +43,266 +69%
Lido Advisors
343
Lido Advisors
California
$1.55M +$32.5K +2,208 +2%
KAS
344
Kestra Advisory Services
Texas
$1.55M -$346K -23,484 -18%
IWC
345
Integrated Wealth Concepts
Massachusetts
$1.53M -$38.4K -2,607 -2%
SIC
346
Sigma Investment Counselors
Michigan
$1.51M +$17.1K +1,161 +1%
CFA
347
Capstone Financial Advisors
Illinois
$1.51M +$221 +15 +0%
V
348
Veritable
Delaware
$1.5M +$158K +10,704 +12%
BWM
349
BCS Wealth Management
Tennessee
$1.49M -$109K -7,404 -7%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$1.48M +$34.3K +2,331 +2%
12 13
14
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