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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.

New
Increased
Maintained
Reduced
Closed
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
UBS AM
Illinois
+$108M
2
FANJ
Financial Architects (New Jersey)
New Jersey
+$22.1M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$7.82M
4
HWA
HHM Wealth Advisors
Tennessee
+$5.03M
5
PA
PFG Advisors
Arizona
+$4.91M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$189M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$43.6M
3
AIP
Almanack Investment Partners
Pennsylvania
-$40.6M
4
BHB
Bank Hapoalim BM
Israel
-$12.3M
5
Creative Planning
Creative Planning
Kansas
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAP
476
Indie Asset Partners
Indiana
$677K -$16.7K -1,197 -2%
VWA
477
V Wealth Advisors
Kansas
$677K +$1.6K +114 +0.2%
MS
478
Madden Securities
Texas
$675K +$84 +6 +0%
MCM
479
Mengis Capital Management
Oregon
$674K +$1.97K +141 +0.3%
SQA
480
Simon Quick Advisors
New Jersey
$657K -$240K -17,130 -27%
GG
481
Gofen & Glossberg
Illinois
$656K +$13.2K +945 +2%
GT
482
Greenleaf Trust
Michigan
$653K – – –
LWMT
483
Legacy Wealth Management (Tennessee)
Tennessee
$649K +$138K +9,852 +27%
ECG
484
EPIQ Capital Group
California
$639K +$2.77K +198 +0.4%
CA
485
Callahan Advisors
Texas
$633K -$94.1K -6,720 -13%
BWFA
486
Baltimore-Washington Financial Advisors
Maryland
$632K +$632K +4,518 New
BCM
487
Bowie Capital Management
Texas
$630K – – –
BC
488
Barrett & Company
Rhode Island
$628K +$628K +42,072 New
MIAN
489
Mariner Independent Advisor Network
Kansas
$625K +$336 +24 +0.1%
RWP
490
Reliant Wealth Planning
Kentucky
$618K +$129K +9,186 +26%
CAL
491
Capital Advisors Ltd
Ohio
$615K +$290K +20,748 +89%
NRI
492
NFP Retirement Inc
California
$614K +$336 +24 +0.1%
TC
493
TAP Consulting
Missouri
$611K +$26.5K +1,896 +5%
WS
494
Wedbush Securities
California
$605K -$182K -13,014 -23%
SPFA
495
Summit Place Financial Advisors
New Jersey
$602K -$4.2K -300 -0.7%
MAC
496
Mason & Associates (California)
California
$602K +$420 +30 +0.1%
SFS
497
Sowell Financial Services
Arkansas
$600K +$600K +42,840 New
JPMorgan Chase & Co
498
JPMorgan Chase & Co
New York
$598K -$16.8K -1,203 -3%
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$592K – – –
CWM
500
Cranbrook Wealth Management
Michigan
$591K – – –
18 19
20
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