SCHB icon

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 %
TWM
551
Thrive Wealth Management
Pennsylvania
$573K +$123K +6,915 +27%
VT
552
Vise Technologies
New York
$564K +$106K +5,973 +23%
RPSA
553
Richard P. Slaughter Associates
Texas
$563K -$149K -8,400 -21%
JWM
554
Jeppson Wealth Management
California
$563K +$1.55K +87 +0.3%
WA
555
Wealth Architects
California
$561K +$152K +8,523 +37%
CA
556
Cetera Advisors
Colorado
$560K -$26.5K -1,488 -5%
ACP
557
Aviance Capital Partners
Florida
$560K +$62.8K +3,525 +13%
AWA
558
Arkadios Wealth Advisors
Georgia
$558K -$103K -5,781 -16%
ACM
559
Armbruster Capital Management
New York
$555K -$27.8K -1,563 -5%
PFS
560
Prospera Financial Services
Texas
$550K +$214 +12 +0%
BAAM
561
Baker Avenue Asset Management
California
$547K -$308K -17,334 -36%
I2I
562
Insight 2811 Inc
Illinois
$545K -$224K -12,570 -29%
EAM
563
Evanson Asset Management
California
$541K -$197K -11,061 -27%
AL
564
ACAS LLC
California
$541K -$76K -4,269 -12%
IFA
565
Index Fund Advisors
California
$534K -$1.08M -60,828 -67%
HBT
566
Hills Bank & Trust
Iowa
$534K – – –
BCM
567
Bowie Capital Management
Texas
$534K – – –
BAM
568
Bosun Asset Management
Illinois
$534K – – –
CFB
569
Cullen/Frost Bankers
Texas
$529K – – –
CS
570
Credit Suisse
Switzerland
$527K -$3.31K -186 -0.6%
CF
571
Convergence Financial
Missouri
$513K – – –
WAM
572
Weatherly Asset Management
California
$513K -$8.54K -480 -2%
Bank of New York Mellon
573
Bank of New York Mellon
New York
$513K +$6.35K +357 +1%
CSIA
574
Charles Schwab Investment Advisory
California
$507K +$61.6K +3,462 +14%
IF
575
IRON Financial
Illinois
$506K -$10.3K -579 -2%
21 22
23
24 25