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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 %
PAMG
376
Patton Albertson Miller Group
Tennessee
$1.56M -$18.9K -1,002 -1%
MFA
377
Morling Financial Advisors
California
$1.55M +$1.55M +82,386 New
GWM
378
Gray Wealth Management
Maine
$1.55M +$20.7K +1,098 +1%
B
379
Bailard
California
$1.55M +$306K +16,224 +25%
MHR
380
Matthew Hamilton Rosenberg
$1.55M +$950K +50,424 +159%
SAM
381
Smithbridge Asset Management
Pennsylvania
$1.55M -$3.28K -174 -0.2%
FWP
382
FAS Wealth Partners
Kansas
$1.54M -$11.4K -606 -0.7%
WS
383
Wedbush Securities
California
$1.53M -$12.3K -654 -0.8%
DI
384
Diligent Investors
California
$1.53M +$14.2K +756 +0.9%
MTIC
385
Missouri Trust & Investment Company
Missouri
$1.53M +$1.53M +81,036 New
Lido Advisors
386
Lido Advisors
California
$1.52M -$205K -10,872 -12%
DAS
387
Dynamic Advisor Solutions
Arizona
$1.52M +$31K +1,644 +2%
AWA
388
Acorn Wealth Advisors
Michigan
$1.52M +$70.9K +3,762 +5%
AA
389
Advisory Alpha
Michigan
$1.51M +$1.06M +56,496 +238%
DI
390
Disciplined Investments
Oklahoma
$1.5M +$5.65K +300 +0.4%
ASN
391
Advisory Services Network
Georgia
$1.5M -$7.01K -372 -0.5%
LWAC
392
Laurel Wealth Advisors (California)
California
$1.5M +$36.3K +1,926 +2%
FNBOMD
393
First National Bank of Mount Dora
Florida
$1.5M – – –
SAM
394
S.A. Mason
Michigan
$1.49M +$565 +30 +0%
AA
395
Ancora Advisors
Ohio
$1.49M -$48.2K -2,556 -3%
SCM
396
Seascape Capital Management
New Hampshire
$1.48M +$47.7K +2,532 +3%
SCM
397
Southport Capital Management
Tennessee
$1.47M -$34.5K -1,830 -2%
EH
398
Equitable Holdings
New York
$1.46M +$75.3K +3,996 +5%
BWM
399
BNC Wealth Management
Oregon
$1.46M +$1.46M +77,256 New
RTL
400
Red Tortoise LLC
Georgia
$1.45M -$1.78M -94,428 -55%
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