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.

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 Market Value Shares Shares
Change 		Shares
Change %
DSAM
526
Dock Street Asset Management
Florida
$734K 38,982 – –
SAM
527
Summit Asset Management
Tennessee
$734K 38,982 – –
EGWAG
528
Elwood & Goetz Wealth Advisory Group
Georgia
$732K 38,874 -162 -0.4%
TCM
529
Twele Capital Management
Minnesota
$712K 37,800 -9,648 -20%
AWA
530
Aletheian Wealth Advisors
Washington
$705K 37,452 +37,452 New
AWA
531
Arkadios Wealth Advisors
Georgia
$700K 37,158 -9,306 -20%
BPM
532
Bowling Portfolio Management
Ohio
$698K 37,044 +6,150 +20%
CBFP
533
Cedar Brook Financial Partners
Ohio
$694K 36,834 +516 +1%
WCM
534
WealthBridge Capital Management
Ohio
$689K 36,588 -300 -0.8%
BFC
535
Bedel Financial Consulting
Indiana
$689K 36,576 +648 +2%
FWM
536
Frontier Wealth Management
Missouri
$688K 36,540 +114 +0.3%
FW
537
FirstPurpose Wealth
Utah
$680K 36,078 +36,078 New
RWA
538
Redmont Wealth Advisors
Illinois
$678K 36,000 +36,000 New
ARC
539
Advisor Resource Council
Texas
$676K 35,880 +35,880 New
SFG
540
StrategIQ Financial Group
Indiana
$665K 35,328 -522 -1%
MGIA
541
Moneta Group Investment Advisors
Missouri
$662K 35,148 +1,584 +5%
BFA
542
Beacon Financial Advisory
Ohio
$654K 34,740 +3,330 +11%
AL
543
ACAS LLC
California
$653K 34,656 -168 -0.5%
CWA
544
Consilium Wealth Advisory
Texas
$649K 34,470 +34,470 New
CWM
545
Congress Wealth Management
Massachusetts
$646K 34,308 +34,308 New
LWMT
546
Legacy Wealth Management (Tennessee)
Tennessee
$644K 34,170 +678 +2%
BA
547
Bridgewater Advisors
New York
$639K 33,912 +42 +0.1%
CA
548
Claro Advisors
Massachusetts
$634K 33,672 – –
VCM
549
Vigilant Capital Management
Maine
$632K 33,552 +630 +2%
CA
550
Cetera Advisors
Colorado
$621K 32,946 -4,116 -11%
20 21
22
23 24