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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.

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
1
Wealthfront Advisers
California
$1.37B
2
AWM
2
AE Wealth Management
Kansas
$28.8M
3
HCM
3
Hengehold Capital Management
Ohio
$103M
4
WAG
4
Winthrop Advisory Group
Massachusetts
$15.2M
5
HWM
5
HB Wealth Management
Georgia
$93.5M

Top Sellers

1
CJFS
1
Coulter & Justus Financial Services
Tennessee
$0
2
BF
2
Brooklyn FI
New York
$1.88M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$142M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
SCM
5
SCS Capital Management
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Circle Wealth Management
New Jersey
$45.3M +$2.3M +156,054 +5%
HighTower Advisors
27
HighTower Advisors
Illinois
$45M +$1.58M +107,412 +4%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.6M +$4.01M +272,301 +10%
Bank of America
29
Bank of America
North Carolina
$41.6M +$5.17M +350,760 +14%
Brown Advisory
30
Brown Advisory
Maryland
$40.9M -$892K -60,582 -2%
AIP
31
Almanack Investment Partners
Pennsylvania
$40.6M -$5.17M -350,865 -11%
FFN
32
Focus Financial Network
Minnesota
$40.3M -$2.37M -161,007 -6%
AAIM
33
Asset Advisors Investment Management
Georgia
$39.9M -$1.33M -90,462 -3%
AP
34
Agilis Partners
Massachusetts
$38.3M -$3.39M -230,271 -8%
SFG
35
Socha Financial Group
New York
$38.3M -$249K -16,890 -0.6%
NSAM
36
North Star Asset Management
Wisconsin
$34.9M +$687K +46,659 +2%
Morgan Stanley
37
Morgan Stanley
New York
$34.6M +$11.1M +756,003 +48%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$33.5M +$9.47M +642,669 +39%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$32.4M +$425K +28,827 +1%
MAG
40
Members Advisory Group
New York
$32.4M +$177K +12,030 +0.6%
BP
41
Ballentine Partners
Massachusetts
$31.7M +$1.24M +84,378 +4%
MF
42
Manchester Financial
California
$30.8M +$450K +30,522 +1%
UCFA
43
United Capital Financial Advisors
Texas
$30.8M -$1.67M -113,694 -5%
MBFW
44
Morton Brown Family Wealth
Pennsylvania
$30.6M +$1.35M +91,797 +5%
AWM
45
AE Wealth Management
Kansas
$28.8M +$28.5M +1,933,119 +7,670%
SFG
46
SNS Financial Group
Minnesota
$28.1M -$391K -26,565 -1%
GAM
47
Gemmer Asset Management
California
$27.7M -$367K -24,924 -1%
LPL Financial
48
LPL Financial
California
$25.9M +$1.66M +112,884 +7%
Truist Financial
49
Truist Financial
North Carolina
$25.4M +$47.4K +3,219 +0.2%
PIMG
50
Patriot Investment Management Group
Tennessee
$25.4M -$84.7K -5,748 -0.3%
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