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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 %
TC
501
TAP Consulting
Missouri
$756K +$176K +9,903 +30%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$753K -$45.5K -2,556 -6%
CWM
503
Cranbrook Wealth Management
Michigan
$751K – – –
AWM
504
Apollon Wealth Management
South Carolina
$750K +$232K +13,068 +45%
CCM
505
Carlson Capital Management
Minnesota
$749K -$45.7K -2,568 -6%
MAG
506
Mayfair Advisory Group
Alabama
$747K -$45.4K -2,544 -6%
Stifel Financial
507
Stifel Financial
Missouri
$744K -$112K -6,288 -13%
MIA
508
MainStreet Investment Advisors
Illinois
$741K – – –
SAF
509
Smith Anglin Financial
Texas
$741K +$3.69K +207 +0.5%
MWM
510
Merriman Wealth Management
Washington
$739K +$25.7K +1,446 +4%
NRI
511
NFP Retirement Inc
California
$735K +$11.5K +648 +2%
FNBT
512
FineMark National Bank & Trust
Florida
$733K +$1.76K +99 +0.2%
TAM
513
Townsend Asset Management
North Carolina
$732K -$534 -30 -0.1%
USCWA
514
U.S. Capital Wealth Advisors
Texas
$721K -$15K -843 -2%
APP
515
Avantax Planning Partners
Iowa
$719K +$186K +10,479 +35%
LW
516
Linscomb Wealth
Texas
$716K -$6.19K -348 -0.9%
SIG
517
Stonegate Investment Group
Alabama
$710K -$4.48K -252 -0.6%
ACP
518
Aveo Capital Partners
Colorado
$709K -$224K -12,558 -24%
SAM
519
Stone Asset Management
Texas
$707K +$2.03K +114 +0.3%
IFS
520
Ifrah Financial Services
Arkansas
$704K -$4.38K -246 -0.6%
LAM
521
LifePro Asset Management
California
$704K – – –
CIC
522
Carnegie Investment Counsel
Ohio
$695K -$28.6K -1,605 -4%
GMA
523
Goldstein Munger & Associates
California
$695K -$53 -3 -0%
SAM
524
Summit Asset Management
Tennessee
$694K -$53 -3 -0%
DSAM
525
Dock Street Asset Management
Florida
$694K – – –
19 20
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