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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, 810 increasing their positions, 16 reducing their positions, and 53 closing their positions.

Holders
888
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
14.06%
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
810
Reduced
16
Closed
53
Calls
$14.2M
Puts
$10.3M
Net Calls
+$3.87M
Net Calls Change
+$5.16M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.5B
2
Betterment LLC
2
Betterment LLC
New York
$397M
3
SCM
3
SCS Capital Management
Massachusetts
$327M
4
CJFS
4
Coulter & Justus Financial Services
Tennessee
$108M
5
EK
5
Evensky & Katz
Florida
$214M

Top Sellers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$1.24M
2
K
2
Kemper
Illinois
$0
3
PA
3
PFG Advisors
Arizona
$0
4
RCS
4
Retirement Capital Strategies
California
$0
5
BAM
5
Berkshire Asset Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
26
Almanack Investment Partners
Pennsylvania
$55.3M 1,035,282 +467,117 +82%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$54.4M 1,018,529 +709,899 +230%
HighTower Advisors
28
HighTower Advisors
Illinois
$52.4M 982,348 +549,802 +127%
CWM
29
Circle Wealth Management
New Jersey
$52M 974,073 +471,705 +94%
FFN
30
Focus Financial Network
Minnesota
$51.5M 964,761 +964,761 New
Brown Advisory
31
Brown Advisory
Maryland
$50.5M 945,159 +471,208 +99%
AP
32
Agilis Partners
Massachusetts
$50.4M 943,744 +471,200 +100%
AAIM
33
Asset Advisors Investment Management
Georgia
$49.8M 932,745 +464,934 +99%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.8M 895,537 +391,590 +78%
SFG
35
Socha Financial Group
New York
$46.6M 872,523 +434,616 +99%
Bank of America
36
Bank of America
North Carolina
$44M 824,462 +407,602 +98%
NSAM
37
North Star Asset Management
Wisconsin
$41.4M 774,949 +385,481 +99%
UCFA
38
United Capital Financial Advisors
Texas
$39.2M 734,336 +340,751 +87%
MAG
39
Members Advisory Group
New York
$38.9M 728,437 +370,566 +104%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$38.6M 723,509 +377,147 +109%
BP
41
Ballentine Partners
Massachusetts
$36.8M 689,752 +318,139 +86%
MF
42
Manchester Financial
California
$36.7M 687,862 +364,018 +112%
MBFW
43
Morton Brown Family Wealth
Pennsylvania
$35.4M 662,814 +350,387 +112%
SFG
44
SNS Financial Group
Minnesota
$34.4M 644,545 +307,503 +91%
GAM
45
Gemmer Asset Management
California
$33.9M 634,165 +302,309 +91%
Osaic Holdings
46
Osaic Holdings
Arizona
$32.3M 510,347 +200,054 +64%
LW
47
Libra Wealth
California
$31.9M 698,569 +698,569 New
PIMG
48
Patriot Investment Management Group
Tennessee
$30.7M 575,716 +286,325 +99%
Truist Financial
49
Truist Financial
North Carolina
$30.6M 573,859 +319,268 +125%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$30.4M 568,450 +272,467 +92%
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