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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 %
SCM
401
Seascape Capital Management
New Hampshire
$1.33M -$64.1K -3,603 -5%
DSN
402
D. Scott Neal
Kentucky
$1.33M -$8.76K -492 -0.7%
BWM
403
BNC Wealth Management
Oregon
$1.33M -$48.1K -2,700 -3%
AL
404
Aspiriant LLC
California
$1.33M +$16.2K +912 +1%
TIA
405
Traphagen Investment Advisors
New Jersey
$1.3M +$47.5K +2,667 +4%
ASN
406
Advisory Services Network
Georgia
$1.3M -$116K -6,513 -8%
RWA
407
RGT Wealth Advisors
Texas
$1.3M -$6.2K -348 -0.5%
B
408
Bailard
California
$1.28M -$186K -10,431 -13%
EPM
409
Elm Partners Management
Pennsylvania
$1.28M +$731K +41,112 +133%
William Blair & Company
410
William Blair & Company
Illinois
$1.27M -$46.9K -2,637 -4%
KWM
411
Keebeck Wealth Management
Illinois
$1.26M -$8.49K -477 -0.7%
GA
412
Gateway Advisory
New Jersey
$1.26M -$79K -4,437 -6%
PRS
413
Pinkerton Retirement Specialists
Idaho
$1.24M -$28.4M -1,595,262 -96%
SCM
414
SOL Capital Management
Maryland
$1.23M -$37.1K -2,082 -3%
BI
415
Blooom Inc
Kansas
$1.23M -$22.4K -1,209 -2%
NHC
416
Nicholas Hoffman & Company
Georgia
$1.22M +$53 +3 +0%
IAN
417
Integrated Advisors Network
Texas
$1.22M +$481 +27 +0%
VPIM
418
Vanguard Personalized Indexing Management
California
$1.21M +$397K +22,314 +49%
Janney Montgomery Scott
419
Janney Montgomery Scott
Pennsylvania
$1.2M +$39.3K +2,211 +3%
SCP
420
Shorepoint Capital Partners
Massachusetts
$1.19M -$22.3K -1,254 -2%
PS
421
Planned Solutions
California
$1.19M +$95.1K +5,343 +9%
OPWM
422
Oxinas Partners Wealth Management
Indiana
$1.18M -$421K -23,625 -26%
AFAS
423
Acorn Financial Advisory Services
Virginia
$1.15M +$47K +2,643 +4%
CWM
424
Cahill Wealth Management
Michigan
$1.13M +$1.13M +63,474 New
PIM
425
Penobscot Investment Management
Massachusetts
$1.13M -$7.96K -447 -0.7%
15 16
17
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