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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 %
CCM
451
Chilton Capital Management
Texas
$832K -$1.33K -90 -0.2%
BI
452
Blooom Inc
Kansas
$829K -$197K -12,756 -19%
WS
453
Wedbush Securities
California
$829K +$25.6K +1,737 +3%
VWA
454
VERITY Wealth Advisors
United States
$827K +$707 +48 +0.1%
ATC
455
Argent Trust Co
Tennessee
$825K – – –
UWPG
456
Ullmann Wealth Partners Group
Florida
$810K – – –
APA
457
American Portfolios Advisors
New York
$809K -$2.6M -176,625 -76%
CP
458
Corbenic Partners
Pennsylvania
$808K -$2.92K -198 -0.4%
GRP
459
Global Retirement Partners
California
$807K +$33.6K +2,283 +4%
PWM
460
Perigon Wealth Management
California
$803K -$36.2K -2,457 -4%
PRS
461
Pinkerton Retirement Specialists
Idaho
$800K -$223K -15,114 -22%
ECML
462
Eagle Capital Management (Louisiana)
Louisiana
$794K -$11.2M -762,513 -93%
GWA
463
GGM Wealth Advisors
Maryland
$790K +$99.8K +6,705 +14%
MFG
464
Merit Financial Group
Georgia
$766K +$766K +52,017 New
CA
465
Callahan Advisors
Texas
$765K -$11.8K -801 -2%
ODIJL
466
One Day In July LLC
Vermont
$760K – – –
DP
467
Denver PWM
Colorado
$756K -$25K -1,689 -3%
KeyBank National Association
468
KeyBank National Association
Ohio
$752K -$398 -27 -0.1%
GC
469
Grimes & Company
Massachusetts
$731K +$88 +6 +0%
MA
470
Momentum Advisors
New York
$731K +$731K +49,647 New
IAP
471
Indie Asset Partners
Indiana
$730K – – –
Baird Financial Group
472
Baird Financial Group
Wisconsin
$722K +$61.7K +4,188 +9%
SGCA
473
Steel Grove Capital Advisors
Tennessee
$719K – – –
SHGA
474
Sand Hill Global Advisors
California
$716K +$716K +48,618 New
VWA
475
V Wealth Advisors
Kansas
$711K +$487 +33 +0.1%
17 18
19
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