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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 %
MHR
376
Matthew Hamilton Rosenberg
$1.26M -$216K -14,511 -15%
EH
377
Equitable Holdings
New York
$1.26M +$114K +7,767 +10%
LWAC
378
Laurel Wealth Advisors (California)
California
$1.25M +$177 +12 +0%
CSI
379
Cross Staff Investments
New York
$1.23M -$53.3K -3,621 -4%
LWM
380
Laidlaw Wealth Management
New York
$1.23M -$44.6K -3,027 -3%
GWM
381
Gray Wealth Management
Maine
$1.22M -$24.4K -1,656 -2%
JF
382
Joule Financial
Kentucky
$1.22M +$1.22M +82,722 New
GWA
383
Geometric Wealth Advisors
District of Columbia
$1.22M +$4.02K +273 +0.3%
SEM
384
Strategic Equity Management
Arizona
$1.21M -$58.7K -3,981 -5%
FNBOMD
385
First National Bank of Mount Dora
Florida
$1.21M +$12.2K +825 +1%
DI
386
Diligent Investors
California
$1.21M -$15.6K -1,059 -1%
GCA
387
Gradient Capital Advisors
California
$1.19M -$43.2K -2,934 -4%
AA
388
Ancora Advisors
Ohio
$1.19M +$16.7K +1,137 +1%
DI
389
Disciplined Investments
Oklahoma
$1.18M +$4.6K +312 +0.4%
DAS
390
Dynamic Advisor Solutions
Arizona
$1.18M +$19.5K +1,320 +2%
NL
391
NEPC LLC
Massachusetts
$1.17M +$32K +2,172 +3%
RTL
392
Red Tortoise LLC
Georgia
$1.16M -$280K -19,032 -19%
AWA
393
Acorn Wealth Advisors
Michigan
$1.16M -$80.2K -5,445 -6%
PIP
394
Peachtree Investment Partners
Florida
$1.15M -$995K -67,590 -46%
MFA
395
Morling Financial Advisors
California
$1.15M -$49K -3,327 -4%
MA
396
MCF Advisors
Kentucky
$1.13M +$177 +12 +0%
NCM
397
Northwest Capital Management
Oregon
$1.12M – – –
SCM
398
Seascape Capital Management
New Hampshire
$1.11M +$6.68K +453 +0.6%
WWP
399
Waypoint Wealth Partners
California
$1.11M – – –
SAM
400
Smithbridge Asset Management
Pennsylvania
$1.11M -$106K -7,191 -9%
14 15
16
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