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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 %
CSI
376
Cross Staff Investments
New York
$1.18M +$10.2K +729 +0.9%
RWM
377
Ritholtz Wealth Management
New York
$1.18M +$1.18M +84,261 New
EH
378
Equitable Holdings
New York
$1.17M -$26.3K -1,878 -2%
GWA
379
Geometric Wealth Advisors
District of Columbia
$1.15M -$8.06K -576 -0.7%
FNBOMD
380
First National Bank of Mount Dora
Florida
$1.15M – – –
DI
381
Diligent Investors
California
$1.14M -$3.32K -237 -0.3%
AA
382
Ancora Advisors
Ohio
$1.13M +$6.97K +498 +0.6%
DI
383
Disciplined Investments
Oklahoma
$1.13M +$4.83K +345 +0.4%
HI
384
Hendershot Investments
Virginia
$1.12M -$114K -8,181 -9%
JF
385
Joule Financial
Kentucky
$1.12M -$41.7K -2,982 -4%
BCM
386
Brookstone Capital Management
Illinois
$1.12M +$231K +16,524 +26%
NL
387
NEPC LLC
Massachusetts
$1.11M – – –
IC
388
IEQ Capital
California
$1.1M +$864K +61,704 +372%
LWM
389
Laidlaw Wealth Management
New York
$1.09M -$77.5K -5,535 -7%
OA
390
Operose Advisors
Wisconsin
$1.09M -$245K -17,478 -18%
WWP
391
Waypoint Wealth Partners
California
$1.08M +$25.3K +1,806 +2%
SIA
392
Schechter Investment Advisors
Michigan
$1.08M +$1.08M +76,821 New
EAM
393
Evanson Asset Management
California
$1.07M +$612K +43,689 +132%
MFA
394
Morling Financial Advisors
California
$1.07M -$15.6K -1,113 -1%
AL
395
Aspiriant LLC
California
$1.07M +$24.3K +1,740 +2%
SCM
396
Seascape Capital Management
New Hampshire
$1.06M +$6.05K +432 +0.6%
NCM
397
Northwest Capital Management
Oregon
$1.06M -$4.12K -294 -0.4%
GWM
398
Gray Wealth Management
Maine
$1.05M -$118K -8,427 -10%
SAM
399
S.A. Mason
Michigan
$1.04M +$4.2K +300 +0.4%
MTIC
400
Missouri Trust & Investment Company
Missouri
$1.03M -$13.4K -957 -1%
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