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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 %
ACM
551
Armbruster Capital Management
New York
$617K 32,736 -480 -1%
WJA
552
Willis Johnson & Associates
Texas
$615K 32,652 +60 +0.2%
TC
553
TAP Consulting
Missouri
$613K 32,562 -294 -0.9%
CWM
554
Cahaba Wealth Management
Georgia
$613K 32,526 – –
Bank of Montreal
555
Bank of Montreal
Ontario, Canada
$605K 31,902 +3,750 +13%
BF
556
Blankinship & Foster
California
$601K 31,896 +12 +0%
MCM
557
Mengis Capital Management
Oregon
$596K 31,668 -1,230 -4%
JWM
558
Jeppson Wealth Management
California
$594K 31,560 -1,086 -3%
PFS
559
Prospera Financial Services
Texas
$582K 30,864 +228 +0.7%
EPM
560
Elm Partners Management
Pennsylvania
$581K 30,828 -10,284 -25%
PWA
561
Physician Wealth Advisors
Utah
$581K 31,548 +192 +0.6%
OIM
562
Opus Investment Management
Massachusetts
$579K 30,720 – –
AA
563
AF Advisors
California
$575K 30,534 – –
OCM
564
One Capital Management
California
$569K 30,246 +138 +0.5%
HBT
565
Hills Bank & Trust
Iowa
$565K 30,000 – –
BCM
566
Bowie Capital Management
Texas
$565K 30,000 – –
BAM
567
Bosun Asset Management
Illinois
$565K 30,000 +30,000 New
CWM
568
Cabot Wealth Management
Massachusetts
$564K 29,928 -5,172 -15%
APP
569
Avantax Planning Partners
Iowa
$564K 29,946 +2,868 +11%
GKWIM
570
Gerber Kawasaki Wealth & Investment Management
California
$562K 29,844 +1,236 +4%
CS
571
Credit Suisse
Switzerland
$561K 29,784 +684 +2%
CFB
572
Cullen/Frost Bankers
Texas
$560K 29,724 – –
WAM
573
Weatherly Asset Management
California
$552K 29,310 -120 -0.4%
AWM
574
Apollon Wealth Management
South Carolina
$548K 29,094 +15,048 +107%
IF
575
IRON Financial
Illinois
$547K 29,022 -168 -0.6%
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