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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 %
IFA
351
Index Fund Advisors
California
$1.71M +$1.71M +90,840 New
HKIMG
352
Hutchens & Kramer Investment Management Group
Indiana
$1.71M +$1.71M +191,928 New
MA
353
Modus Advisors
Minnesota
$1.7M -$172K -9,120 -9%
SC
354
Slow Capital
California
$1.7M -$21.5K -1,140 -1%
KNFPWM
355
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.69M +$1.69M +89,700 New
OPWM
356
Oxinas Partners Wealth Management
Indiana
$1.69M +$1.69M +89,682 New
V
357
Veritable
Delaware
$1.69M +$452 +24 +0%
GCA
358
Gradient Capital Advisors
California
$1.69M -$15.5K -822 -0.9%
EI
359
Ellevest Inc
New York
$1.68M +$237K +12,570 +16%
CG
360
Colony Group
Massachusetts
$1.68M -$38.2K -2,028 -2%
WCM
361
Weik Capital Management
Pennsylvania
$1.67M -$33.9K -1,800 -2%
FHB
362
First Hawaiian Bank
Hawaii
$1.67M +$1.67M +88,578 New
GP
363
Greenline Partners
New York
$1.66M +$608K +32,274 +58%
LWM
364
Laidlaw Wealth Management
New York
$1.66M +$1.66M +87,990 New
S
365
SignatureFD
Georgia
$1.65M +$12.4K +660 +0.8%
WP
366
WealthShield Partners
North Carolina
$1.64M +$1.64M +86,952 New
HI
367
Hendershot Investments
Virginia
$1.64M +$3.16K +168 +0.2%
BWP
368
BSW Wealth Partners
Colorado
$1.63M -$40.8K -2,166 -2%
WWM
369
Western Wealth Management
Colorado
$1.61M +$1.61M +85,410 New
SHJ
370
Sharkey, Howes & Javer
Colorado
$1.6M – – –
CSI
371
Cross Staff Investments
New York
$1.59M +$1.59M +84,630 New
FWM
372
Focused Wealth Management
New York
$1.58M +$11K +582 +0.7%
SFS
373
Sowell Financial Services
Arkansas
$1.58M -$158K -8,400 -9%
RM
374
Resource Management
Louisiana
$1.58M +$49.4K +2,622 +3%
WPIC
375
White Pine Investment Company
Michigan
$1.57M -$60.8K -3,228 -4%
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