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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 %
GCA
401
Gradient Capital Advisors
California
$1.03M -$104K -7,398 -9%
MA
402
MCF Advisors
Kentucky
$1.02M -$49.9K -3,564 -5%
AFAS
403
Acorn Financial Advisory Services
Virginia
$1.02M +$114K +8,130 +12%
BWM
404
BNC Wealth Management
Oregon
$1.02M -$9.28K -663 -0.9%
TIA
405
Traphagen Investment Advisors
New Jersey
$1.01M -$15.6K -1,116 -2%
SAM
406
Smithbridge Asset Management
Pennsylvania
$1M -$48.5K -3,465 -5%
SHWM
407
Smith & Howard Wealth Management
Georgia
$1M +$1M +71,499 New
PFA
408
Pure Financial Advisors
California
$985K +$383K +27,369 +64%
YIH
409
Y-Intercept (HK)
Hong Kong
$981K +$705K +50,394 +256%
PIP
410
Peachtree Investment Partners
Florida
$974K -$116K -8,292 -11%
MRWM
411
ML&R Wealth Management
Texas
$972K +$647K +46,200 +199%
PS
412
Planned Solutions
California
$968K +$11.3K +810 +1%
NHC
413
Nicholas Hoffman & Company
Georgia
$964K +$5.12K +366 +0.5%
WA
414
Wealth Architects
California
$946K +$7.81K +558 +0.8%
HNB
415
Huntington National Bank
Ohio
$940K – – –
QA
416
Quantitative Advantage
Minnesota
$937K +$937K +66,915 New
RWA
417
RGT Wealth Advisors
Texas
$926K -$92.6K -6,612 -9%
CW
418
Connectus Wealth
Ohio
$921K +$45.5K +3,249 +5%
IAN
419
Integrated Advisors Network
Texas
$918K +$420 +30 +0%
B
420
Bailard
California
$912K -$73.8K -5,274 -7%
SCP
421
Shorepoint Capital Partners
Massachusetts
$907K -$10.7K -768 -1%
CWM
422
Cahill Wealth Management
Michigan
$894K +$3.31K +237 +0.4%
BWM
423
Blossom Wealth Management
California
$890K -$714 -51 -0.1%
PIM
424
Penobscot Investment Management
Massachusetts
$884K +$42 +3 +0%
WWM
425
Windsor Wealth Management
Indiana
$878K +$16K +1,122 +2%
15 16
17
18 19