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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 %
US Bancorp
526
US Bancorp
Minnesota
$519K +$158K +11,322 +44%
DAS
527
Dynamic Advisor Solutions
Arizona
$515K -$608K -43,440 -54%
BA
528
Bridgewater Advisors
New York
$515K -$26.2K -1,869 -5%
CF
529
Cantor Fitzgerald
New York
$515K +$189K +13,464 +58%
WCM
530
WealthBridge Capital Management
Ohio
$513K – – –
HI
531
Hudock Inc
Pennsylvania
$512K -$38.7K -2,772 -7%
JWM
532
Jeppson Wealth Management
California
$509K +$1.85K +132 +0.4%
SFS
533
Stiles Financial Services
Minnesota
$508K +$508K +30,909 New
TCM
534
Twele Capital Management
Minnesota
$504K +$252 +18 +0.1%
AWM
535
Axxcess Wealth Management
California
$501K +$168 +12 +0%
AWM
536
Apollon Wealth Management
South Carolina
$499K -$30.4K -2,169 -6%
G
537
Gainplan
Michigan
$497K -$8.78K -627 -2%
CA
538
Claro Advisors
Massachusetts
$496K – – –
FWA
539
FSM Wealth Advisors
Ohio
$486K +$486K +34,740 New
CWA
540
Consilium Wealth Advisory
Texas
$482K – – –
WCM
541
Wealthcare Capital Management
Virginia
$479K -$78.7K -5,628 -14%
FW
542
FirstPurpose Wealth
Utah
$478K +$80.1K +5,715 +20%
SFG
543
StrategIQ Financial Group
Indiana
$477K -$5.88K -420 -1%
CCM
544
Carlson Capital Management
Minnesota
$474K -$671 -48 -0.1%
AWA
545
Aletheian Wealth Advisors
Washington
$474K +$713 +51 +0.2%
TIM
546
Total Investment Management
Arizona
$471K -$22.8K -1,629 -5%
UWM
547
USAdvisors Wealth Management
Minnesota
$469K +$1.01K +72 +0.2%
RPSA
548
Richard P. Slaughter Associates
Texas
$462K -$15.4K -1,098 -3%
WP
549
WealthShield Partners
North Carolina
$457K -$39.4K -2,814 -8%
WFA
550
West Financial Advisors
Iowa
$455K -$61.9K -4,422 -12%
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