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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
+$128M
2
AWM
AE Wealth Management
Kansas
+$28.5M
3
HCM
Hengehold Capital Management
Ohio
+$18.1M
4
WAG
Winthrop Advisory Group
Massachusetts
+$15.2M
5
HWM
HB Wealth Management
Georgia
+$11.5M

Top Sellers

1
CJFS
Coulter & Justus Financial Services
Tennessee
-$108M
2
BF
Brooklyn FI
New York
-$82.6M
3
MFRM
Milliman Financial Risk Management
Illinois
-$42.3M
4
FANJ
Financial Architects (New Jersey)
New Jersey
-$30.4M
5
SCM
SCS Capital Management
Massachusetts
-$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
476
Madden Securities
Texas
$710K -$397 -27 -0.1%
MCM
477
Mengis Capital Management
Oregon
$708K +$4.55K +309 +0.6%
AF
478
Allworth Financial
California
$696K -$479K -32,511 -41%
GT
479
Greenleaf Trust
Michigan
$687K +$1.81K +123 +0.3%
ECG
480
Edge Capital Group
Georgia
$682K -$326K -19,554 -32%
GG
481
Gofen & Glossberg
Illinois
$677K +$39.6K +2,685 +6%
ECG
482
EPIQ Capital Group
California
$669K +$2.61K +177 +0.4%
BCM
483
Bowie Capital Management
Texas
$663K +$221K +15,000 +50%
MIAN
484
Mariner Independent Advisor Network
Kansas
$660K +$660K +44,604 New
TWM
485
Thrive Wealth Management
Pennsylvania
$656K +$182K +12,348 +38%
GKWIM
486
Gerber Kawasaki Wealth & Investment Management
California
$654K +$167K +11,364 +34%
JPMorgan Chase & Co
487
JPMorgan Chase & Co
New York
$648K -$165K -11,223 -20%
NRI
488
NFP Retirement Inc
California
$646K +$37.4K +2,538 +6%
USCWA
489
U.S. Capital Wealth Advisors
Texas
$640K +$43.3K +2,940 +7%
SPFA
490
Summit Place Financial Advisors
New Jersey
$638K -$883 -60 -0.1%
PFA
491
Pinnacle Family Advisors
Missouri
$637K -$59.3K -4,026 -9%
MAC
492
Mason & Associates (California)
California
$634K +$398 +27 +0.1%
PFA
493
Pure Financial Advisors
California
$633K -$2.47K -168 -0.4%
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$630K -$60K -4,074 -9%
FM
495
Foster & Motley
Ohio
$626K +$52.7K +3,576 +9%
TAM
496
Townsend Asset Management
North Carolina
$625K +$18.5K +1,254 +3%
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$623K – – –
CWM
498
Cranbrook Wealth Management
Michigan
$622K – – –
TC
499
TAP Consulting
Missouri
$615K -$10.2K -693 -2%
SAF
500
Smith Anglin Financial
Texas
$615K +$2.43K +165 +0.4%
18 19
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