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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 %
BWM
426
Blossom Wealth Management
California
$937K +$24.7K +1,677 +3%
PIM
427
Penobscot Investment Management
Massachusetts
$931K +$44 +3 +0%
Financial Engines Advisors
428
Financial Engines Advisors
California
$925K -$3.71K -252 -0.4%
KWM
429
Keebeck Wealth Management
Illinois
$923K -$123K -8,343 -12%
CW
430
Connectus Wealth
Ohio
$922K +$922K +62,574 New
PI
431
Pachira Investments
California
$909K -$1.81K -123 -0.2%
SBH
432
Segall Bryant & Hamill
Illinois
$908K – – –
WWM
433
Windsor Wealth Management
Indiana
$907K +$31.7K +2,115 +4%
ICG
434
InterOcean Capital Group
Tennessee
$894K +$104K +7,059 +13%
OPWM
435
Oakwell Private Wealth Management
Texas
$878K -$5.48K -372 -0.6%
GT
436
Glenmede Trust
Pennsylvania
$877K -$17.8K -1,212 -2%
EWM
437
Evermay Wealth Management
Virginia
$874K +$6.06K +411 +0.7%
CNFG
438
Creegan & Nassoura Financial Group
New Hampshire
$873K -$26.5K -1,800 -3%
CTA
439
Chesley Taft & Associates
Illinois
$873K – – –
SSWM
440
Smith Salley Wealth Management
North Carolina
$866K – – –
DADC
441
D.A. Davidson & Co
Montana
$858K -$25.6K -1,734 -3%
TPWM
442
Twelve Points Wealth Management
Massachusetts
$858K +$3.54K +240 +0.4%
CRC
443
Curi RMB Capital
Illinois
$856K -$1.9K -129 -0.2%
OCM
444
One Capital Management
California
$854K -$72.6K -4,938 -8%
ECM
445
Exchange Capital Management
Michigan
$846K -$37.5K -2,550 -4%
FWP
446
Firethorn Wealth Partners
Georgia
$841K -$1.83K -114 -0.2%
RWRC
447
R.W. Roge & Company
New York
$838K -$14.5K -984 -2%
GI
448
GS Investments
Minnesota
$838K +$36.4K +2,280 +5%
CAG
449
Crestwood Advisors Group
Massachusetts
$836K +$24.6K +1,668 +3%
HIC
450
Holderness Investments Company
North Carolina
$833K +$12.9K +876 +2%
16 17
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