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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 %
BCM
451
Brookstone Capital Management
Illinois
$992K -$1.2M -69,510 -55%
HIC
452
Holderness Investments Company
North Carolina
$991K +$39.8K +2,238 +4%
JPMorgan Chase & Co
453
JPMorgan Chase & Co
New York
$983K +$814K +45,726 +483%
CAG
454
Crestwood Advisors Group
Massachusetts
$981K -$71.9K -4,038 -7%
CP
455
Corbenic Partners
Pennsylvania
$980K +$214 +12 +0%
UWPG
456
Ullmann Wealth Partners Group
Florida
$979K – – –
WS
457
Wedbush Securities
California
$970K -$479K -26,940 -33%
ICG
458
InterOcean Capital Group
Tennessee
$954K -$6.08K -342 -0.6%
DP
459
Denver PWM
Colorado
$943K -$33K -1,851 -3%
CA
460
Callahan Advisors
Texas
$938K -$122K -6,855 -12%
SHWM
461
Silicon Hills Wealth Management
Texas
$936K -$48.5K -2,724 -5%
FWP
462
Firethorn Wealth Partners
Georgia
$933K -$182K -10,236 -16%
LIG
463
Lokken Investment Group
Delaware
$933K +$20.1K +1,245 +2%
IMF
464
Infini Master Fund
Hong Kong
$920K +$920K +51,690 New
ICM
465
Infini Capital Management
Hong Kong
$920K +$920K +51,690 New
ODIJL
466
One Day In July LLC
Vermont
$918K – – –
KeyBank National Association
467
KeyBank National Association
Ohio
$909K -$23K -1,290 -2%
SWM
468
Spire Wealth Management
Virginia
$901K -$276K -15,498 -23%
FWM
469
Focused Wealth Management
New York
$894K -$601K -33,762 -40%
IAP
470
Indie Asset Partners
Indiana
$882K -$35.8K -2,013 -4%
GC
471
Grimes & Company
Massachusetts
$882K -$1.23K -69 -0.1%
SGCA
472
Steel Grove Capital Advisors
Tennessee
$869K – – –
Rockefeller Capital Management
473
Rockefeller Capital Management
New York
$860K +$32.7K +1,836 +4%
MS
474
Madden Securities
Texas
$859K +$53 +3 +0%
VWA
475
V Wealth Advisors
Kansas
$858K -$37.9K -2,130 -4%
17 18
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