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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 %
CCM
501
Coldstream Capital Management
Washington
$614K +$374K +25,353 +155%
MIA
502
MainStreet Investment Advisors
Illinois
$613K – – –
MWM
503
Merriman Wealth Management
Washington
$611K -$486 -33 -0.1%
NDSI
504
Newman Dignan & Sheerar Inc
Rhode Island
$610K +$30.6K +2,079 +5%
NCMW
505
Northern Capital Management (Washington)
Washington
$609K -$83.1K -5,643 -12%
FNBT
506
FineMark National Bank & Trust
Florida
$608K +$1.94K +132 +0.3%
BPM
507
Bowling Portfolio Management
Ohio
$603K -$63.9K -4,344 -10%
Rockefeller Capital Management
508
Rockefeller Capital Management
New York
$597K -$115K -7,782 -16%
SIG
509
Stonegate Investment Group
Alabama
$593K +$5.57K +378 +0.9%
WCM
510
Wealthcare Capital Management
Virginia
$587K -$2.59M -176,031 -82%
SAM
511
Stone Asset Management
Texas
$587K +$2.3K +156 +0.4%
CFG
512
Citizens Financial Group
Rhode Island
$584K +$584K +39,651 New
LAM
513
LifePro Asset Management
California
$583K – – –
HI
514
Hudock Inc
Pennsylvania
$580K -$81.7K -5,550 -12%
SAM
515
Summit Asset Management
Tennessee
$579K +$4.42K +300 +0.8%
IFS
516
Ifrah Financial Services
Arkansas
$577K -$5.75K -390 -1%
GMA
517
Goldstein Munger & Associates
California
$575K -$884 -60 -0.2%
DSAM
518
Dock Street Asset Management
Florida
$574K – – –
BA
519
Bridgewater Advisors
New York
$570K -$2.26K -153 -0.4%
CIC
520
Carnegie Investment Counsel
Ohio
$564K -$10.7K -726 -2%
EGWAG
521
Elwood & Goetz Wealth Advisory Group
Georgia
$563K -$3.49K -237 -0.6%
AWM
522
Apollon Wealth Management
South Carolina
$557K -$64.1K -4,353 -10%
VCM
523
Vigilant Capital Management
Maine
$557K +$28.1K +1,905 +5%
CBFP
524
Cedar Brook Financial Partners
Ohio
$552K -$86.2K -5,847 -14%
OIM
525
Opus Investment Management
Massachusetts
$550K – – –
19 20
21
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