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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 %
PA
426
Pinnacle Associates
New York
$1.12M -$27K -1,518 -2%
Financial Engines Advisors
427
Financial Engines Advisors
California
$1.12M +$2.88K +162 +0.3%
OCM
428
One Capital Management
California
$1.12M +$582K +32,742 +108%
MGIA
429
Moneta Group Investment Advisors
Missouri
$1.12M +$490K +27,561 +78%
BWM
430
Blossom Wealth Management
California
$1.1M +$9.4K +528 +0.9%
PI
431
Pachira Investments
California
$1.1M -$179K -10,080 -14%
SBH
432
Segall Bryant & Hamill
Illinois
$1.1M +$1.1M +61,668 New
CNFG
433
Creegan & Nassoura Financial Group
New Hampshire
$1.09M -$18.7K -1,050 -2%
GT
434
Glenmede Trust
Pennsylvania
$1.08M -$31.8K -1,788 -3%
ECG
435
Edge Capital Group
Georgia
$1.08M +$2.94K +165 +0.3%
ECM
436
Exchange Capital Management
Michigan
$1.07M -$80.3K -4,509 -7%
OPWM
437
Oakwell Private Wealth Management
Texas
$1.07M -$10.9K -612 -1%
DADC
438
D.A. Davidson & Co
Montana
$1.07M +$24K +1,350 +2%
EWM
439
Evermay Wealth Management
Virginia
$1.05M +$160 +9 +0%
SSWM
440
Smith Salley Wealth Management
North Carolina
$1.05M -$267 -15 -0%
GSAM
441
Grant Street Asset Management
Pennsylvania
$1.04M -$34.5K -1,938 -3%
CRC
442
Curi RMB Capital
Illinois
$1.04M – – –
TPWM
443
Twelve Points Wealth Management
Massachusetts
$1.03M +$116K +6,498 +13%
RWRC
444
R.W. Roge & Company
New York
$1.03M -$8.33K -468 -0.8%
WWM
445
Windsor Wealth Management
Indiana
$1.03M +$7.74K +441 +0.8%
CTA
446
Chesley Taft & Associates
Illinois
$1.02M -$8.53K -495 -0.8%
PWM
447
Perigon Wealth Management
California
$1.01M -$92.7K -5,208 -8%
CCM
448
Chilton Capital Management
Texas
$1.01M +$63.8K +3,585 +7%
VWA
449
VERITY Wealth Advisors
United States
$998K – – –
ATC
450
Argent Trust Co
Tennessee
$997K +$16.6K +930 +2%
16 17
18
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