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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.

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
1
UBS AM
Illinois
$108M
2
FANJ
2
Financial Architects (New Jersey)
New Jersey
$22.1M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$39.6M
4
HWA
4
HHM Wealth Advisors
Tennessee
$60.6M
5
PA
5
PFG Advisors
Arizona
$4.91M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.11B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
Creative Planning
5
Creative Planning
Kansas
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Circle Wealth Management
New Jersey
$43.1M +$30.8K +2,202 +0.1%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$41.6M -$1.54M -109,974 -4%
AAIM
28
Asset Advisors Investment Management
Georgia
$41.3M +$3.44M +245,928 +9%
Brown Advisory
29
Brown Advisory
Maryland
$40.2M +$1.37M +97,932 +4%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$39.6M +$7.82M +558,909 +25%
Bank of America
31
Bank of America
North Carolina
$39.4M -$103K -7,338 -0.3%
Creative Planning
32
Creative Planning
Kansas
$38.7M -$11.3M -810,846 -23%
SFG
33
Socha Financial Group
New York
$36.9M +$453K +32,334 +1%
NSAM
34
North Star Asset Management
Wisconsin
$36.5M +$3.27M +233,322 +10%
AP
35
Agilis Partners
Massachusetts
$36.1M -$306K -21,855 -0.8%
Morgan Stanley
36
Morgan Stanley
New York
$33.7M +$847K +60,543 +3%
MF
37
Manchester Financial
California
$31.9M +$2.57M +183,477 +9%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$31.6M +$864K +61,725 +3%
AWM
39
AE Wealth Management
Kansas
$31.4M +$3.97M +283,947 +14%
BP
40
Ballentine Partners
Massachusetts
$31.3M +$1.18M +84,096 +4%
MAG
41
Members Advisory Group
New York
$30.6M -$129K -9,243 -0.4%
FFN
42
Focus Financial Network
Minnesota
$29.2M -$9.06M -647,553 -24%
UCFA
43
United Capital Financial Advisors
Texas
$27.9M -$1.35M -96,192 -5%
MBFW
44
Morton Brown Family Wealth
Pennsylvania
$26.8M -$2.33M -166,638 -8%
SFG
45
SNS Financial Group
Minnesota
$26.6M -$115K -8,205 -0.4%
GAM
46
Gemmer Asset Management
California
$26M -$293K -20,937 -1%
PIMG
47
Patriot Investment Management Group
Tennessee
$25M +$900K +64,302 +4%
Truist Financial
48
Truist Financial
North Carolina
$24.9M +$751K +53,634 +3%
LPL Financial
49
LPL Financial
California
$23.4M -$1.2M -85,962 -5%
CG
50
Caprock Group
Idaho
$23.3M +$4.14M +295,581 +22%
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