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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
$80M
4
LW
Libra Wealth
California
$31.9M
5
Mariner
Mariner
Kansas
$72M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$223M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.5B
3
PRS
Pinkerton Retirement Specialists
Idaho
$1.24M
4
SCM
SCS Capital Management
Massachusetts
$327M
5
OAJ
Ogorek Anthony Joseph
New York
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
526
Foster & Motley
Ohio
$692K -$72K -4,050 -9%
BA
527
Bridgewater Advisors
New York
$691K +$87.4K +4,908 +14%
EGWAG
528
Elwood & Goetz Wealth Advisory Group
Georgia
$684K -$7.96K -447 -1%
WCM
529
Washburn Capital Management
Florida
$683K -$31.7K -1,782 -4%
CCM
530
Ciovacco Capital Management
Georgia
$670K -$2.6M -145,875 -79%
G
531
Gainplan
Michigan
$668K -$75.7K -4,254 -10%
UWM
532
USAdvisors Wealth Management
Minnesota
$666K -$150K -8,412 -18%
OIM
533
Opus Investment Management
Massachusetts
$664K +$117K +6,600 +21%
BFC
534
Bedel Financial Consulting
Indiana
$641K -$9.88K -555 -2%
RWA
535
Redmont Wealth Advisors
Illinois
$641K – – –
VCM
536
Vigilant Capital Management
Maine
$639K +$42.2K +2,370 +7%
PA
537
Perennial Advisors
New York
$638K -$356K -19,995 -36%
TCM
538
Twele Capital Management
Minnesota
$638K -$34.9K -1,962 -5%
WCM
539
WealthBridge Capital Management
Ohio
$635K -$16K -900 -2%
CA
540
Claro Advisors
Massachusetts
$634K -$634K -16,836 -50%
SFG
541
StrategIQ Financial Group
Indiana
$619K -$9.83K -552 -2%
BFA
542
Beacon Financial Advisory
Ohio
$618K – – –
CL
543
Choreo LLC
Illinois
$616K -$309K -17,370 -33%
CWA
544
Consilium Wealth Advisory
Texas
$613K – – –
Bank of Montreal
545
Bank of Montreal
Ontario, Canada
$613K +$36.4K +2,016 +6%
AWA
546
Aletheian Wealth Advisors
Washington
$601K -$65.3K -3,669 -10%
FWM
547
Frontier Wealth Management
Missouri
$594K -$35.7K -2,070 -6%
LWMT
548
Legacy Wealth Management (Tennessee)
Tennessee
$588K -$20.1K -1,128 -3%
GKWIM
549
Gerber Kawasaki Wealth & Investment Management
California
$588K +$57.1K +3,210 +11%
WJA
550
Willis Johnson & Associates
Texas
$581K – – –
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