SCHB icon

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 %
NFG
501
Next Financial Group
Texas
$808K +$3.39K +180 +0.4%
PWSG
502
Pacific Wealth Strategies Group
California
$801K -$18.1K -960 -2%
CWM
503
Cranbrook Wealth Management
Michigan
$795K – – –
GG
504
Gofen & Glossberg
Illinois
$792K +$3.73K +198 +0.5%
G
505
Gainplan
Michigan
$787K -$77.8K -4,134 -9%
MIA
506
MainStreet Investment Advisors
Illinois
$784K – – –
EAM
507
Evanson Asset Management
California
$781K +$222K +11,766 +40%
SAF
508
Smith Anglin Financial
Texas
$780K -$170K -9,024 -18%
USCWA
509
U.S. Capital Wealth Advisors
Texas
$779K +$506K +26,886 +186%
TAM
510
Townsend Asset Management
North Carolina
$776K +$904 +48 +0.1%
FNBT
511
FineMark National Bank & Trust
Florida
$774K +$2.37K +126 +0.3%
NRI
512
NFP Retirement Inc
California
$766K -$53.2K -2,826 -7%
LW
513
Linscomb Wealth
Texas
$765K -$6.1K -324 -0.8%
CIC
514
Carnegie Investment Counsel
Ohio
$765K +$565 +30 +0.1%
NDSI
515
Newman Dignan & Sheerar Inc
Rhode Island
$760K -$19.9K -1,056 -3%
WCM
516
Washburn Capital Management
Florida
$757K – – –
SIG
517
Stonegate Investment Group
Alabama
$756K +$756K +40,152 New
MWM
518
Merriman Wealth Management
Washington
$755K – – –
RPSA
519
Richard P. Slaughter Associates
Texas
$754K -$10.3K -546 -1%
IFS
520
Ifrah Financial Services
Arkansas
$750K -$21.5K -1,140 -3%
SAM
521
Stone Asset Management
Texas
$746K +$746K +39,606 New
BCI
522
Brinker Capital Investments
Pennsylvania
$746K +$746K +39,606 New
LAM
523
LifePro Asset Management
California
$745K – – –
WFA
524
West Financial Advisors
Iowa
$742K +$75K +3,984 +11%
GMA
525
Goldstein Munger & Associates
California
$736K – – –
19 20
21
22 23