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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
1
Wealthfront Advisers
California
$1.64B
2
LP
2
LGL Partners
Pennsylvania
$74.8M
3
Cerity Partners
3
Cerity Partners
New York
$17.6M
4
SFA
4
Sequoia Financial Advisors
Ohio
$10.7M
5
WC
5
Wealth CMT
New Jersey
$8.48M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.1M
2
SCM
2
SCS Capital Management
Massachusetts
$370M
3
AWM
3
Avior Wealth Management
Nebraska
$19M
4
Betterment LLC
4
Betterment LLC
New York
$425M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
451
Silicon Hills Wealth Management
Texas
$1.04M -$301K -15,972 -22%
ATC
452
Argent Trust Co
Tennessee
$1.04M -$33.9K -1,800 -3%
APA
453
American Portfolios Advisors
New York
$1.04M -$7.3M -387,738 -88%
CP
454
Corbenic Partners
Pennsylvania
$1.04M +$452 +24 +0%
UWPG
455
Ullmann Wealth Partners Group
Florida
$1.04M – – –
DP
456
Denver PWM
Colorado
$1.03M -$169K -8,958 -14%
PFA
457
Pinnacle Family Advisors
Missouri
$1.03M +$50.3K +2,670 +5%
TSS
458
Two Sigma Securities
New York
$1.03M +$1.03M +54,798 New
ICG
459
InterOcean Capital Group
Tennessee
$1.02M -$4.3K -228 -0.4%
EWA
460
EP Wealth Advisors
California
$1.01M +$14.9K +792 +1%
AssetMark Inc
461
AssetMark Inc
California
$1.01M +$937K +49,764 +1,319%
HIC
462
Holderness Investments Company
North Carolina
$1.01M +$45.4K +2,412 +5%
RWRC
463
R.W. Roge & Company
New York
$1.01M – – –
CCM
464
Chilton Capital Management
Texas
$998K -$4.75K -252 -0.5%
ACP
465
Aveo Capital Partners
Colorado
$987K +$221K +11,712 +29%
KeyBank National Association
466
KeyBank National Association
Ohio
$986K +$28.9K +1,536 +3%
CL
467
Choreo LLC
Illinois
$979K +$85.7K +4,548 +10%
IAP
468
Indie Asset Partners
Indiana
$972K +$13.2K +702 +1%
ODIJL
469
One Day In July LLC
Vermont
$971K -$16.3K -864 -2%
TPWM
470
Twelve Points Wealth Management
Massachusetts
$970K +$970K +51,516 New
GI
471
GS Investments
Minnesota
$950K -$51.3K -2,724 -5%
VWA
472
V Wealth Advisors
Kansas
$947K +$1.92K +102 +0.2%
GC
473
Grimes & Company
Massachusetts
$935K +$65K +3,450 +7%
Canada Pension Plan Investment Board
474
Canada Pension Plan Investment Board
Ontario, Canada
$927K +$927K +49,200 New
EFSCE
475
Enterprise Financial Services Corp (EFSC)
Missouri
$925K +$2.37K +126 +0.3%
17 18
19
20 21