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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 %
BWL
326
Bogart Wealth LLC
Virginia
$1.62M -$93K -6,648 -5%
CAI
327
Capital Advisors Inc
Oklahoma
$1.58M -$144K -10,254 -8%
AAP
328
Arax Advisory Partners
Colorado
$1.57M -$4.33K -309 -0.3%
LCC
329
Lincoln Capital Corp
Rhode Island
$1.57M +$8.69K +621 +0.6%
BAM
330
Baldrige Asset Management
Pennsylvania
$1.56M -$1.22K -87 -0.1%
CG
331
Colony Group
Massachusetts
$1.56M -$31.4K -2,244 -2%
OIM
332
Opus Investment Management
Massachusetts
$1.53M +$1.01M +72,240 +194%
SAMC
333
Spectrum Asset Management (California)
California
$1.52M -$33.1K -2,364 -2%
BWM
334
Benchmark Wealth Management
Connecticut
$1.52M – – –
LSAG
335
Lake Street Advisors Group
New Hampshire
$1.51M +$6.51K +465 +0.4%
AF
336
Advisornet Financial
Minnesota
$1.5M +$10.2K +726 +0.7%
TWM
337
Tolleson Wealth Management
Texas
$1.49M – – –
MA
338
MBA Advisors
Pennsylvania
$1.48M -$153K -10,917 -9%
TF
339
TIAA FSB
Florida
$1.48M -$102K -7,275 -6%
IWC
340
Integrated Wealth Concepts
Massachusetts
$1.47M +$8.65K +618 +0.6%
BJL
341
Brighton Jones LLC
Washington
$1.46M +$76.7K +5,475 +6%
AA
342
Advisory Alpha
Michigan
$1.45M -$39.5K -2,820 -3%
CFA
343
Capstone Financial Advisors
Illinois
$1.44M +$10.4K +744 +0.7%
BWM
344
BCS Wealth Management
Tennessee
$1.43M +$13K +930 +0.9%
V
345
Veritable
Delaware
$1.43M +$420 +30 +0%
SIC
346
Sigma Investment Counselors
Michigan
$1.43M -$9.41K -672 -0.7%
SWM
347
Segment Wealth Management
Texas
$1.42M -$288K -20,604 -17%
PNC Financial Services Group
348
PNC Financial Services Group
Pennsylvania
$1.41M +$35.8K +2,559 +3%
CAM
349
Carret Asset Management
New York
$1.39M -$6.55K -468 -0.5%
AMG
350
Asset Management Group
Connecticut
$1.36M +$29.7K +2,124 +2%
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