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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

892 hedge funds and large institutions have $8.63B invested in Schwab US Broad Market ETF in 2021 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 325 increasing their positions, 279 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+115
Holders Change %
+14.8%
% of All Funds
13.78%
Holding in Top 10
116
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+10.48%
% of All Funds
1.79%
New
146
Increased
325
Reduced
279
Closed
20
Calls
$8.22M
Puts
$9.51M
Net Calls
-$1.29M
Net Calls Change
-$7.94M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.64B
2
LP
2
LGL Partners
Pennsylvania
$74.8M
3
Cerity Partners
3
Cerity Partners
New York
$17.6M
4
SFA
4
Sequoia Financial Advisors
Ohio
$10.7M
5
WC
5
Wealth CMT
New Jersey
$8.48M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.1M
2
SCM
2
SCS Capital Management
Massachusetts
$370M
3
AWM
3
Avior Wealth Management
Nebraska
$19M
4
Betterment LLC
4
Betterment LLC
New York
$425M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
476
Steel Grove Capital Advisors
Tennessee
$920K – – –
MS
477
Madden Securities
Texas
$909K -$314K -16,644 -26%
Stifel Financial
478
Stifel Financial
Missouri
$907K +$249K +13,188 +38%
BAAM
479
Baker Avenue Asset Management
California
$906K +$640K +33,948 +240%
PP
480
Pegasus Partners
Wisconsin
$903K – – –
VDI
481
Vaughan David Investments
Illinois
$887K – – –
NCMW
482
Northern Capital Management (Washington)
Washington
$882K -$27.6K -1,464 -3%
Rockefeller Capital Management
483
Rockefeller Capital Management
New York
$875K +$325K +17,280 +59%
TIM
484
Total Investment Management
Arizona
$869K -$108K -5,742 -11%
UWM
485
USAdvisors Wealth Management
Minnesota
$863K -$120K -6,348 -12%
VPIM
486
Vanguard Personalized Indexing Management
California
$860K – – –
TC
487
Tatro Capital
Kentucky
$858K -$4.52K -240 -0.5%
BF
488
Brooklyn FI
New York
$854K +$854K +45,324 New
ECG
489
EPIQ Capital Group
California
$850K +$3.16K +168 +0.4%
PFA
490
Pure Financial Advisors
California
$848K -$6.56K -348 -0.8%
MAC
491
Mason & Associates (California)
California
$846K +$846K +44,940 New
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$845K – – –
CCM
493
Carlson Capital Management
Minnesota
$841K +$1.81K +96 +0.2%
SPFA
494
Summit Place Financial Advisors
New Jersey
$834K +$35K +1,860 +4%
Baird Financial Group
495
Baird Financial Group
Wisconsin
$833K -$7.23K -384 -0.9%
MAG
496
Mayfair Advisory Group
Alabama
$822K +$101K +5,478 +14%
I2I
497
Insight 2811 Inc
Illinois
$813K +$63.3K +3,360 +8%
CWS
498
Cypress Wealth Services
California
$811K -$113 -6 -0%
Susquehanna International Group
499
Susquehanna International Group
Pennsylvania
$809K -$6.1M -324,282 -88%
FM
500
Foster & Motley
Ohio
$809K +$108K +5,748 +15%
18 19
20
21 22