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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 %
CL
426
Choreo LLC
Illinois
$875K +$380K +27,123 +77%
KWM
427
Keebeck Wealth Management
Illinois
$873K -$4.16K -297 -0.5%
PAMG
428
Patton Albertson Miller Group
Tennessee
$865K -$81.6K -5,832 -9%
SBH
429
Segall Bryant & Hamill
Illinois
$865K – – –
Janney Montgomery Scott
430
Janney Montgomery Scott
Pennsylvania
$861K -$28.2K -2,016 -3%
GSAM
431
Grant Street Asset Management
Pennsylvania
$854K +$13.3K +951 +2%
SCM
432
SOL Capital Management
Maryland
$848K -$121K -8,658 -13%
GWA
433
GGM Wealth Advisors
Maryland
$844K +$45.7K +3,039 +6%
CTA
434
Chesley Taft & Associates
Illinois
$837K +$7.35K +525 +0.9%
GRP
435
Global Retirement Partners
California
$833K +$3.81K +252 +0.5%
EWM
436
Evermay Wealth Management
Virginia
$832K +$1.85K +132 +0.2%
GT
437
Glenmede Trust
Pennsylvania
$830K -$3.44K -246 -0.4%
CNFG
438
Creegan & Nassoura Financial Group
New Hampshire
$829K – – –
SSWM
439
Smith Salley Wealth Management
North Carolina
$823K – – –
GKWIM
440
Gerber Kawasaki Wealth & Investment Management
California
$822K +$201K +14,334 +32%
OPWM
441
Oakwell Private Wealth Management
Texas
$818K -$15.8K -1,128 -2%
TPWM
442
Twelve Points Wealth Management
Massachusetts
$815K – – –
CRC
443
Curi RMB Capital
Illinois
$811K -$2.1K -150 -0.3%
BI
444
Blooom Inc
Kansas
$806K +$50.5K +3,591 +7%
CWM
445
Curi Wealth Management
North Carolina
$806K +$781K +55,791 +3,079%
DADC
446
D.A. Davidson & Co
Montana
$804K -$11.3K -810 -1%
ICG
447
InterOcean Capital Group
Tennessee
$792K -$57.8K -4,125 -7%
RWRC
448
R.W. Roge & Company
New York
$792K -$3.69K -264 -0.5%
VWA
449
VERITY Wealth Advisors
United States
$786K – – –
ECM
450
Exchange Capital Management
Michigan
$779K -$25.6K -1,830 -3%
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