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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 %
MTIC
401
Missouri Trust & Investment Company
Missouri
$1.1M -$8.18K -555 -0.7%
AL
402
Aspiriant LLC
California
$1.1M +$707 +48 +0.1%
SAM
403
S.A. Mason
Michigan
$1.09M -$73.9K -5,019 -6%
BWM
404
BNC Wealth Management
Oregon
$1.08M -$14.5K -981 -1%
TIA
405
Traphagen Investment Advisors
New Jersey
$1.08M – – –
RWA
406
RGT Wealth Advisors
Texas
$1.07M -$3.01K -204 -0.3%
ASN
407
Advisory Services Network
Georgia
$1.06M -$20.9K -1,416 -2%
PA
408
Pinnacle Associates
New York
$1.05M +$121K +8,199 +13%
SQA
409
Simon Quick Advisors
New Jersey
$1.04M +$1.04M +64,062 New
B
410
Bailard
California
$1.04M -$21.4K -1,452 -2%
SHJ
411
Sharkey, Howes & Javer
Colorado
$1.03M -$134K -9,132 -12%
William Blair & Company
412
William Blair & Company
Illinois
$1.02M -$33.2K -2,253 -3%
SCM
413
SOL Capital Management
Maryland
$1.02M +$221 +15 +0%
NHC
414
Nicholas Hoffman & Company
Georgia
$1.01M +$88 +6 +0%
GA
415
Gateway Advisory
New Jersey
$1.01M -$38.9K -2,640 -4%
PS
416
Planned Solutions
California
$1.01M +$22.4K +1,518 +2%
PAMG
417
Patton Albertson Miller Group
Tennessee
$996K -$223K -15,168 -18%
VPIM
418
Vanguard Personalized Indexing Management
California
$993K -$8.48K -576 -0.8%
WA
419
Wealth Architects
California
$988K +$523K +35,511 +113%
SCP
420
Shorepoint Capital Partners
Massachusetts
$966K -$21.3K -1,449 -2%
IAN
421
Integrated Advisors Network
Texas
$965K -$41.9K -2,847 -4%
BCM
422
Brookstone Capital Management
Illinois
$962K +$88.5K +5,820 +10%
AFAS
423
Acorn Financial Advisory Services
Virginia
$961K +$5.75K +390 +0.6%
Janney Montgomery Scott
424
Janney Montgomery Scott
Pennsylvania
$946K -$61K -4,095 -6%
CWM
425
Cahill Wealth Management
Michigan
$938K +$3.23K +219 +0.3%
15 16
17
18 19