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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 %
CCM
451
Chilton Capital Management
Texas
$778K -$12.8K -912 -2%
ECG
452
Edge Capital Group
Georgia
$774K +$201K +14,376 +35%
APA
453
American Portfolios Advisors
New York
$772K +$3.4K +243 +0.4%
CAG
454
Crestwood Advisors Group
Massachusetts
$771K -$23.6K -1,689 -3%
UWPG
455
Ullmann Wealth Partners Group
Florida
$770K +$84 +6 +0%
PRS
456
Pinkerton Retirement Specialists
Idaho
$764K +$3.4K +243 +0.4%
PWM
457
Perigon Wealth Management
California
$757K -$6.01K -429 -0.8%
KAS
458
Kestra Advisory Services
Texas
$743K -$728K -51,945 -49%
MA
459
Momentum Advisors
New York
$738K +$43.1K +3,078 +6%
ECML
460
Eagle Capital Management (Louisiana)
Louisiana
$735K -$20K -1,425 -3%
GI
461
GS Investments
Minnesota
$729K -$5.04K -360 -0.7%
HIC
462
Holderness Investments Company
North Carolina
$723K -$69.4K -4,956 -9%
ODIJL
463
One Day In July LLC
Vermont
$722K – – –
ATC
464
Argent Trust Co
Tennessee
$720K -$64.5K -4,605 -8%
FWP
465
Firethorn Wealth Partners
Georgia
$716K -$15.6K -1,116 -2%
KeyBank National Association
466
KeyBank National Association
Ohio
$715K – – –
AF
467
Allworth Financial
California
$712K +$51K +3,648 +8%
MFG
468
Merit Financial Group
Georgia
$707K -$21.5K -1,536 -3%
TWM
469
Thrive Wealth Management
Pennsylvania
$704K +$80.1K +5,718 +13%
DP
470
Denver PWM
Colorado
$702K -$32K -2,229 -4%
GC
471
Grimes & Company
Massachusetts
$694K +$84 +6 +0%
FNBT
472
FineMark National Bank & Trust
Florida
$693K +$115K +8,220 +20%
Baird Financial Group
473
Baird Financial Group
Wisconsin
$687K – – –
SGCA
474
Steel Grove Capital Advisors
Tennessee
$683K – – –
VCM
475
Virtue Capital Management
Tennessee
$683K +$409K +29,268 +150%
17 18
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