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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 %
TIM
376
Tortoise Investment Management
New York
$1.48M +$397K +22,308 +37%
DI
377
Diligent Investors
California
$1.48M +$27K +1,518 +2%
PAMG
378
Patton Albertson Miller Group
Tennessee
$1.47M -$1.07K -60 -0.1%
GWA
379
Geometric Wealth Advisors
District of Columbia
$1.46M +$1.24M +69,732 +556%
SAM
380
Smithbridge Asset Management
Pennsylvania
$1.46M +$2.99K +168 +0.2%
FWP
381
FAS Wealth Partners
Kansas
$1.46M +$2.14K +120 +0.1%
FG
382
Foster Group
Iowa
$1.45M +$321K +18,012 +28%
MFA
383
Morling Financial Advisors
California
$1.44M -$22.3K -1,254 -2%
FNBOMD
384
First National Bank of Mount Dora
Florida
$1.44M +$30.8K +1,728 +2%
OA
385
Operose Advisors
Wisconsin
$1.44M +$134K +7,548 +10%
DI
386
Disciplined Investments
Oklahoma
$1.42M +$3.95K +222 +0.3%
AF
387
Allworth Financial
California
$1.42M +$242K +13,593 +21%
AA
388
Ancora Advisors
Ohio
$1.41M +$8.97K +504 +0.6%
SHJ
389
Sharkey, Howes & Javer
Colorado
$1.41M -$97.7K -5,493 -6%
SAM
390
S.A. Mason
Michigan
$1.41M – – –
AAP
391
Arax Advisory Partners
Colorado
$1.41M +$277K +15,546 +25%
DAS
392
Dynamic Advisor Solutions
Arizona
$1.4M -$32.6K -1,830 -2%
SCM
393
Southport Capital Management
Tennessee
$1.38M – – –
EH
394
Equitable Holdings
New York
$1.38M +$747 +42 +0.1%
NL
395
NEPC LLC
Massachusetts
$1.37M -$1.37M -77,022 -50%
MA
396
MCF Advisors
Kentucky
$1.37M +$1.37M +76,680 New
NCM
397
Northwest Capital Management
Oregon
$1.35M -$9.4K -528 -0.7%
CAI
398
Capital Advisors Inc
Oklahoma
$1.34M +$2.19K +123 +0.2%
WWP
399
Waypoint Wealth Partners
California
$1.34M +$178K +9,978 +15%
MTIC
400
Missouri Trust & Investment Company
Missouri
$1.34M -$106K -5,970 -7%
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16
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