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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, 339 increasing their positions, 359 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
14.05%
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
339
Reduced
359
Closed
53
Calls
$14.2M
Puts
$10.3M
Net Calls
+$3.87M
Net Calls Change
+$5.16M

Top Buyers

1
CJFS
Coulter & Justus Financial Services
Tennessee
+$108M
2
FFN
Focus Financial Network
Minnesota
+$51.5M
3
Creative Planning
Creative Planning
Kansas
+$47.6M
4
LW
Libra Wealth
California
+$31.9M
5
Mariner
Mariner
Kansas
+$31.4M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$85.3M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$51.7M
3
PRS
Pinkerton Retirement Specialists
Idaho
-$28.4M
4
SCM
SCS Capital Management
Massachusetts
-$22.5M
5
OAJ
Ogorek Anthony Joseph
New York
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
476
Pegasus Partners
Wisconsin
$853K – – –
MCM
477
Mengis Capital Management
Oregon
$849K +$286K +16,089 +51%
GI
478
GS Investments
Minnesota
$845K -$4.9K -291 -0.6%
PFA
479
Pinnacle Family Advisors
Missouri
$842K -$134K -7,539 -14%
WFA
480
West Financial Advisors
Iowa
$842K +$141K +7,932 +20%
NCMW
481
Northern Capital Management (Washington)
Washington
$837K +$3.63K +204 +0.4%
EFSCE
482
Enterprise Financial Services Corp (EFSC)
Missouri
$833K -$40.8K -2,292 -5%
GT
483
Greenleaf Trust
Michigan
$828K +$828K +46,500 New
TIM
484
Total Investment Management
Arizona
$823K +$1.12K +63 +0.1%
GWA
485
GGM Wealth Advisors
Maryland
$811K -$1.15M -65,760 -59%
GRP
486
Global Retirement Partners
California
$808K +$808K +52,521 New
BPM
487
Bowling Portfolio Management
Ohio
$806K +$147K +8,268 +22%
ECG
488
EPIQ Capital Group
California
$805K +$2.35K +132 +0.3%
HI
489
Hudock Inc
Pennsylvania
$799K -$2.46M -138,561 -76%
Baird Financial Group
490
Baird Financial Group
Wisconsin
$798K +$10.9K +612 +1%
CWS
491
Cypress Wealth Services
California
$787K +$20.8K +1,167 +3%
BF
492
Blankinship & Foster
California
$784K +$217K +12,183 +38%
SPFA
493
Summit Place Financial Advisors
New Jersey
$772K -$16.3K -915 -2%
CBFP
494
Cedar Brook Financial Partners
Ohio
$771K +$115K +6,468 +18%
GG
495
Gofen & Glossberg
Illinois
$770K +$21.5K +1,209 +3%
PFA
496
Pure Financial Advisors
California
$768K -$33.1K -1,860 -4%
TC
497
Tatro Capital
Kentucky
$767K -$43.2K -2,427 -5%
MAC
498
Mason & Associates (California)
California
$765K -$34.9K -1,959 -4%
WP
499
WealthShield Partners
North Carolina
$761K -$786K -44,166 -51%
FW
500
FirstPurpose Wealth
Utah
$760K +$118K +6,633 +18%
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