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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$47.1M
2
SCM
SCS Capital Management
Massachusetts
$370M
3
AWM
Avior Wealth Management
Nebraska
$19M
4
Betterment LLC
Betterment LLC
New York
$425M
5
Osaic Holdings
Osaic Holdings
Arizona
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
426
Arax Advisory Partners
Colorado
$1.19M +$43.8K +2,328 +4%
FG
427
Foster Group
Iowa
$1.19M -$289K -15,336 -20%
Financial Engines Advisors
428
Financial Engines Advisors
California
$1.19M +$339 +18 +0%
FWP
429
Firethorn Wealth Partners
Georgia
$1.18M +$1.18M +62,658 New
GT
430
Glenmede Trust
Pennsylvania
$1.18M – – –
PWM
431
Perigon Wealth Management
California
$1.17M +$150K +7,944 +15%
CNFG
432
Creegan & Nassoura Financial Group
New Hampshire
$1.17M – – –
AFAS
433
Acorn Financial Advisory Services
Virginia
$1.17M +$3.05K +162 +0.3%
PS
434
Planned Solutions
California
$1.16M +$1.16M +61,464 New
BWM
435
Blossom Wealth Management
California
$1.16M -$247K -13,128 -18%
TIM
436
Tortoise Investment Management
New York
$1.15M – – –
OPWM
437
Oakwell Private Wealth Management
Texas
$1.14M -$11.2K -594 -1%
GSAM
438
Grant Street Asset Management
Pennsylvania
$1.14M +$69.7K +3,702 +7%
ECG
439
Edge Capital Group
Georgia
$1.14M -$241K -12,786 -17%
CTA
440
Chesley Taft & Associates
Illinois
$1.13M +$565 +30 +0.1%
CA
441
Callahan Advisors
Texas
$1.12M -$33.7K -1,788 -3%
CAG
442
Crestwood Advisors Group
Massachusetts
$1.11M -$112K -5,946 -9%
EWM
443
Evermay Wealth Management
Virginia
$1.11M +$21.1K +1,122 +2%
SSWM
444
Smith Salley Wealth Management
North Carolina
$1.11M – – –
DADC
445
D.A. Davidson & Co
Montana
$1.1M – – –
WWM
446
Windsor Wealth Management
Indiana
$1.1M +$5.34K +282 +0.5%
CRC
447
Curi RMB Capital
Illinois
$1.1M +$22.8K +1,212 +2%
LIG
448
Lokken Investment Group
Delaware
$1.06M -$7.57K -402 -0.7%
VWA
449
VERITY Wealth Advisors
United States
$1.06M – – –
PA
450
Perennial Advisors
New York
$1.05M -$52.5K -2,790 -5%
16 17
18
19 20