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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 %
RPSA
551
Richard P. Slaughter Associates
Texas
$502K +$36.4K +2,478 +8%
CCM
552
Carlson Capital Management
Minnesota
$500K -$120K -8,139 -19%
AWA
553
Aletheian Wealth Advisors
Washington
$498K +$795 +54 +0.2%
CA
554
Claro Advisors
Massachusetts
$496K +$248K +16,818 +100%
UWM
555
USAdvisors Wealth Management
Minnesota
$493K -$58.2K -3,948 -11%
EAM
556
Evanson Asset Management
California
$487K +$38.7K +2,622 +9%
AL
557
ACAS LLC
California
$483K -$6.87K -426 -1%
MAM
558
Mastrapasqua Asset Management
Tennessee
$479K +$311K +21,090 +185%
SWM
559
Spire Wealth Management
Virginia
$476K -$270K -18,324 -36%
WCM
560
Washburn Capital Management
Florida
$470K -$95.9K -6,510 -17%
ACM
561
Armbruster Capital Management
New York
$462K +$3.14K +213 +0.7%
PFS
562
Prospera Financial Services
Texas
$454K -$928 -63 -0.2%
RI
563
Rinkey Investments
California
$452K +$15.3K +954 +4%
IIC
564
Ironwood Investment Counsel
Arizona
$446K +$179K +12,150 +67%
ACP
565
Aviance Capital Partners
Florida
$443K -$20.8K -1,413 -4%
BAM
566
Bosun Asset Management
Illinois
$442K – – –
HBT
567
Hills Bank & Trust
Iowa
$442K – – –
CFB
568
Cullen/Frost Bankers
Texas
$438K – – –
LIM
569
Loudon Investment Management
New Hampshire
$437K +$7.16K +300 +2%
NSIM
570
North Star Investment Management
Illinois
$432K +$154K +10,440 +55%
CF
571
Convergence Financial
Missouri
$425K – – –
IFA
572
Index Fund Advisors
California
$422K -$20.3K -1,380 -5%
FW
573
FirstPurpose Wealth
Utah
$418K -$211K -14,310 -34%
GC
574
Gilbert & Cook
Iowa
$418K – – –
WAM
575
Weatherly Asset Management
California
$417K -$7.73K -525 -2%
21 22
23
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