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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 %
RPWA
501
Regent Peak Wealth Advisors
Georgia
$591K +$80.5K +5,757 +16%
BPM
502
Bowling Portfolio Management
Ohio
$590K +$16.2K +1,158 +3%
USCWA
503
U.S. Capital Wealth Advisors
Texas
$589K -$19.4K -1,386 -3%
SAF
504
Smith Anglin Financial
Texas
$587K +$2.52K +180 +0.4%
NCMW
505
Northern Capital Management (Washington)
Washington
$584K +$4.5K +321 +0.8%
MIA
506
MainStreet Investment Advisors
Illinois
$583K – – –
MWM
507
Merriman Wealth Management
Washington
$582K +$1.05K +75 +0.2%
TAM
508
Townsend Asset Management
North Carolina
$580K -$13.9K -990 -2%
SAM
509
Stone Asset Management
Texas
$561K +$2.44K +174 +0.4%
CFG
510
Citizens Financial Group
Rhode Island
$557K +$2.39K +171 +0.4%
SAM
511
Summit Asset Management
Tennessee
$556K +$6.09K +435 +1%
DOA
512
D'Orazio & Associates
Virginia
$555K +$555K +39,630 New
LAM
513
LifePro Asset Management
California
$554K – – –
Rockefeller Capital Management
514
Rockefeller Capital Management
New York
$553K -$13.6K -972 -2%
SIG
515
Stonegate Investment Group
Alabama
$550K -$14.2K -1,014 -3%
GMA
516
Goldstein Munger & Associates
California
$546K – – –
DSAM
517
Dock Street Asset Management
Florida
$546K – – –
CA
518
Cetera Advisors
Colorado
$546K +$167K +11,943 +44%
IAA
519
Independent Advisor Alliance
North Carolina
$543K +$543K +38,805 New
EGWAG
520
Elwood & Goetz Wealth Advisory Group
Georgia
$539K +$4.7K +336 +0.9%
CIC
521
Carnegie Investment Counsel
Ohio
$535K -$1.13K -81 -0.2%
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$528K +$364K +26,013 +222%
PA
523
Perennial Advisors
New York
$526K +$30.7K +2,190 +6%
BFC
524
Bedel Financial Consulting
Indiana
$524K -$12.7K -855 -2%
VCM
525
Vigilant Capital Management
Maine
$523K -$6.3K -450 -1%
19 20
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