SCHB icon

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
1
Wealthfront Advisers
California
$1.64B
2
LP
2
LGL Partners
Pennsylvania
$74.8M
3
Cerity Partners
3
Cerity Partners
New York
$17.6M
4
SFA
4
Sequoia Financial Advisors
Ohio
$10.7M
5
WC
5
Wealth CMT
New Jersey
$8.48M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.1M
2
SCM
2
SCS Capital Management
Massachusetts
$370M
3
AWM
3
Avior Wealth Management
Nebraska
$19M
4
Betterment LLC
4
Betterment LLC
New York
$425M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
401
Gateway Advisory
New Jersey
$1.42M -$52.6K -2,790 -4%
CAI
402
Capital Advisors Inc
Oklahoma
$1.42M +$520K +27,624 +58%
DSN
403
D. Scott Neal
Kentucky
$1.42M – – –
William Blair & Company
404
William Blair & Company
Illinois
$1.4M +$42K +2,232 +3%
AL
405
Aspiriant LLC
California
$1.38M +$1.38M +73,482 New
RWA
406
RGT Wealth Advisors
Texas
$1.38M +$1.38M +73,314 New
OA
407
Operose Advisors
Wisconsin
$1.38M +$1.38M +73,062 New
PI
408
Pachira Investments
California
$1.35M -$118K -6,252 -8%
NCM
409
Northwest Capital Management
Oregon
$1.35M -$174K -9,840 -11%
KWM
410
Keebeck Wealth Management
Illinois
$1.35M +$113 +6 +0%
SCM
411
SOL Capital Management
Maryland
$1.34M -$3.62K -192 -0.3%
TIA
412
Traphagen Investment Advisors
New Jersey
$1.33M -$10.2K -540 -0.8%
NHC
413
Nicholas Hoffman & Company
Georgia
$1.29M +$113 +6 +0%
IAN
414
Integrated Advisors Network
Texas
$1.29M +$122K +6,486 +10%
SCP
415
Shorepoint Capital Partners
Massachusetts
$1.29M +$18.6K +990 +1%
BI
416
Blooom Inc
Kansas
$1.28M -$47.4K -2,508 -4%
SWM
417
Spire Wealth Management
Virginia
$1.25M -$365K -19,386 -23%
AF
418
Allworth Financial
California
$1.25M +$627K +33,312 +101%
Renaissance Technologies
419
Renaissance Technologies
New York
$1.24M -$1.4M -74,400 -53%
Janney Montgomery Scott
420
Janney Montgomery Scott
Pennsylvania
$1.23M +$456K +24,192 +59%
WWP
421
Waypoint Wealth Partners
California
$1.23M – – –
PA
422
Pinnacle Associates
New York
$1.22M -$59.7K -3,168 -5%
ECM
423
Exchange Capital Management
Michigan
$1.22M -$183K -9,738 -13%
CAN
424
Cetera Advisor Networks
California
$1.21M -$228K -12,120 -16%
PIM
425
Penobscot Investment Management
Massachusetts
$1.2M -$110K -5,856 -8%
15 16
17
18 19