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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

888 hedge funds and large institutions have $8.14B invested in Schwab US Broad Market ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 339 increasing their positions, 359 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
14.05%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.8%
New
58
Increased
339
Reduced
359
Closed
53
Calls
$14.2M
Puts
$10.3M
Net Calls
+$3.87M
Net Calls Change
+$5.16M

Top Buyers

1
CJFS
Coulter & Justus Financial Services
Tennessee
+$108M
2
FFN
Focus Financial Network
Minnesota
+$51.5M
3
Creative Planning
Creative Planning
Kansas
+$47.6M
4
LW
Libra Wealth
California
+$31.9M
5
Mariner
Mariner
Kansas
+$31.4M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$85.3M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$51.7M
3
PRS
Pinkerton Retirement Specialists
Idaho
-$28.4M
4
SCM
SCS Capital Management
Massachusetts
-$22.5M
5
OAJ
Ogorek Anthony Joseph
New York
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
351
Compass Advisory Group
New York
$1.71M +$57.9K +3,255 +4%
SMC
352
Smith, Moore & Co
Missouri
$1.69M -$132K -7,407 -7%
AMG
353
Asset Management Group
Connecticut
$1.68M +$3.84K +216 +0.2%
GWM
354
Guardian Wealth Management
Illinois
$1.67M -$156K -8,778 -9%
SCA
355
STALEY CAPITAL ADVISERS
Pennsylvania
$1.65M -$43K -2,418 -3%
AFP
356
Ausdal Financial Partners
Iowa
$1.65M -$21.7K -1,218 -1%
V
357
Veritable
Delaware
$1.62M +$28.9K +1,626 +2%
FT
358
Fiduciary Trust
Massachusetts
$1.59M -$113K -6,330 -7%
MMA
359
Miracle Mile Advisors
California
$1.58M -$1.05M -59,262 -40%
FHB
360
First Hawaiian Bank
Hawaii
$1.58M – – –
GP
361
Greenline Partners
New York
$1.57M +$2.78K +156 +0.2%
WPIC
362
White Pine Investment Company
Michigan
$1.56M +$75K +4,218 +5%
WCM
363
Weik Capital Management
Pennsylvania
$1.56M -$23K -1,290 -1%
CSI
364
Cross Staff Investments
New York
$1.55M +$48.3K +2,712 +3%
CG
365
Colony Group
Massachusetts
$1.55M -$39.9K -2,241 -3%
BWP
366
BSW Wealth Partners
Colorado
$1.55M +$9.77K +549 +0.6%
LWM
367
Laidlaw Wealth Management
New York
$1.54M -$22.7K -1,275 -1%
SEM
368
Strategic Equity Management
Arizona
$1.54M +$1.54M +86,379 New
MA
369
Modus Advisors
Minnesota
$1.54M -$73.9K -4,152 -5%
HI
370
Hendershot Investments
Virginia
$1.51M -$33.3K -1,872 -2%
CAN
371
Cetera Advisor Networks
California
$1.51M +$365K +20,505 +32%
GWM
372
Gray Wealth Management
Maine
$1.51M +$43K +2,415 +3%
LWAC
373
Laurel Wealth Advisors (California)
California
$1.51M +$90.6K +5,091 +6%
AWA
374
Acorn Wealth Advisors
Michigan
$1.49M +$59.4K +3,339 +4%
GCA
375
Gradient Capital Advisors
California
$1.49M -$105K -5,901 -7%
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