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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 %
WFA
526
West Financial Advisors
Iowa
$544K -$153K -10,380 -22%
LWMT
527
Legacy Wealth Management (Tennessee)
Tennessee
$538K +$51.3K +3,483 +11%
RPWA
528
Regent Peak Wealth Advisors
Georgia
$538K +$335K +22,728 +165%
BAAM
529
Baker Avenue Asset Management
California
$537K +$84.5K +5,745 +19%
TFS
530
TrustCore Financial Services
Tennessee
$536K +$300K +20,364 +127%
JWM
531
Jeppson Wealth Management
California
$534K +$68K +4,620 +15%
CWS
532
Cypress Wealth Services
California
$531K -$120K -8,178 -18%
G
533
Gainplan
Michigan
$531K -$20.9K -1,425 -4%
BFC
534
Bedel Financial Consulting
Indiana
$531K +$839 +57 +0.2%
RWA
535
Redmont Wealth Advisors
Illinois
$530K – – –
TCM
536
Twele Capital Management
Minnesota
$530K +$1.99K +135 +0.4%
ARC
537
Advisor Resource Council
Texas
$529K +$529K +35,880 New
AWM
538
Axxcess Wealth Management
California
$527K -$1.15M -78,009 -69%
WP
539
WealthShield Partners
North Carolina
$522K -$108K -7,353 -17%
PA
540
Perennial Advisors
New York
$521K -$6.4K -435 -1%
CL
541
Choreo LLC
Illinois
$521K +$11K +744 +2%
TIM
542
Total Investment Management
Arizona
$520K -$161K -10,908 -24%
Stifel Financial
543
Stifel Financial
Missouri
$519K -$98.6K -6,675 -16%
RWP
544
Reliant Wealth Planning
Kentucky
$515K +$515K +34,992 New
WCM
545
WealthBridge Capital Management
Ohio
$513K -$13.1K -891 -2%
BFA
546
Beacon Financial Advisory
Ohio
$512K – – –
SFG
547
StrategIQ Financial Group
Indiana
$508K -$4.42K -300 -0.9%
FWM
548
Frontier Wealth Management
Missouri
$508K – – –
CWA
549
Consilium Wealth Advisory
Texas
$508K – – –
APP
550
Avantax Planning Partners
Iowa
$507K -$88.1K -5,982 -15%
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