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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 %
PA
351
Pinnacle Associates
New York
$1.35M +$349K +24,900 +35%
TYCC
352
Texas Yale Capital Corp
Florida
$1.34M – – –
EVM
353
Eaton Vance Management
Massachusetts
$1.31M -$58.8K -4,200 -4%
VCAM
354
Van Cleef Asset Management
Ohio
$1.28M -$64.5K -4,605 -5%
FA
355
Faithward Advisors
Pennsylvania
$1.28M -$340K -24,264 -21%
SCA
356
STALEY CAPITAL ADVISERS
Pennsylvania
$1.28M -$24K -1,713 -2%
CAN
357
Cetera Advisor Networks
California
$1.28M +$5.54K +396 +0.4%
MPM
358
Meritage Portfolio Management
Kansas
$1.28M – – –
FG
359
Foster Group
Iowa
$1.27M +$32.4K +2,313 +3%
ASN
360
Advisory Services Network
Georgia
$1.26M +$255K +18,198 +25%
FT
361
Fiduciary Trust
Massachusetts
$1.25M – – –
WCM
362
Weik Capital Management
Pennsylvania
$1.25M +$30.4K +2,175 +2%
GP
363
Greenline Partners
New York
$1.25M +$8.36K +597 +0.7%
MMA
364
Miracle Mile Advisors
California
$1.24M +$26K +1,857 +2%
BWP
365
BSW Wealth Partners
Colorado
$1.23M -$47.4K -3,384 -4%
GA
366
Gateway Advisory
New Jersey
$1.23M +$272K +19,449 +28%
S
367
SignatureFD
Georgia
$1.21M -$627K -44,775 -34%
AFP
368
Ausdal Financial Partners
Iowa
$1.21M -$5.25K -375 -0.4%
MA
369
Modus Advisors
Minnesota
$1.21M -$630 -45 -0.1%
GWM
370
Guardian Wealth Management
Illinois
$1.21M -$5.59K -399 -0.5%
NA
371
NewEdge Advisors
Louisiana
$1.21M -$298K -21,288 -20%
WPIC
372
White Pine Investment Company
Michigan
$1.2M -$11K -789 -0.9%
RG
373
Retirement Group
California
$1.19M -$128K -9,132 -10%
LWAC
374
Laurel Wealth Advisors (California)
California
$1.18M -$1.09K -78 -0.1%
AWA
375
Acorn Wealth Advisors
Michigan
$1.18M +$86.8K +6,201 +8%
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