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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 %
CAM
351
Carret Asset Management
New York
$1.47M -$41.2K -2,796 -3%
BJL
352
Brighton Jones LLC
Washington
$1.46M +$22.4K +1,518 +2%
PNC Financial Services Group
353
PNC Financial Services Group
Pennsylvania
$1.44M -$25.4K -1,722 -2%
EVM
354
Eaton Vance Management
Massachusetts
$1.44M -$7.12K -483 -0.5%
SMC
355
Smith, Moore & Co
Missouri
$1.43M +$29.4K +1,998 +2%
VCAM
356
Van Cleef Asset Management
Ohio
$1.42M -$206K -13,959 -13%
TYCC
357
Texas Yale Capital Corp
Florida
$1.41M +$44 +3 +0%
OA
358
Operose Advisors
Wisconsin
$1.4M +$213K +14,487 +18%
AMG
359
Asset Management Group
Connecticut
$1.4M +$5.7K +387 +0.4%
FWP
360
FAS Wealth Partners
Kansas
$1.39M +$183K +12,441 +15%
RG
361
Retirement Group
California
$1.39M -$63.7K -4,323 -4%
SCA
362
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M +$707 +48 +0.1%
BWP
363
BSW Wealth Partners
Colorado
$1.34M +$64.2K +4,356 +5%
MPM
364
Meritage Portfolio Management
Kansas
$1.34M -$83.5K -5,670 -6%
CAN
365
Cetera Advisor Networks
California
$1.34M +$86.7K +5,889 +7%
FT
366
Fiduciary Trust
Massachusetts
$1.32M – – –
GP
367
Greenline Partners
New York
$1.3M +$3.27K +222 +0.3%
FG
368
Foster Group
Iowa
$1.3M +$106K +7,167 +9%
HI
369
Hendershot Investments
Virginia
$1.3M +$45.7K +3,105 +4%
WCM
370
Weik Capital Management
Pennsylvania
$1.28M -$4.42K -300 -0.3%
AFP
371
Ausdal Financial Partners
Iowa
$1.28M -$84.6K -5,739 -6%
GWM
372
Guardian Wealth Management
Illinois
$1.28M -$108K -7,335 -8%
WPIC
373
White Pine Investment Company
Michigan
$1.28M -$11.8K -801 -0.9%
MMA
374
Miracle Mile Advisors
California
$1.27M -$32.3K -2,190 -2%
MA
375
Modus Advisors
Minnesota
$1.27M +$1.64K +111 +0.1%
13 14
15
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