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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 %
RI
551
Rinkey Investments
California
$452K +$12.9K +825 +3%
SOS
552
Silver Oak Securities
Tennessee
$451K +$136K +8,190 +43%
APP
553
Avantax Planning Partners
Iowa
$445K -$37.3K -2,667 -8%
Stifel Financial
554
Stifel Financial
Missouri
$432K -$61.3K -4,368 -12%
WCM
555
Washburn Capital Management
Florida
$430K -$16.1K -1,152 -4%
LIM
556
Loudon Investment Management
New Hampshire
$430K +$24.3K +1,095 +6%
TFS
557
TrustCore Financial Services
Tennessee
$428K -$81.3K -5,811 -16%
ACM
558
Armbruster Capital Management
New York
$428K -$11.3K -804 -3%
PFS
559
Prospera Financial Services
Texas
$428K -$3.23K -231 -0.7%
CBFP
560
Cedar Brook Financial Partners
Ohio
$427K -$97.1K -6,939 -19%
OCM
561
One Capital Management
California
$427K -$384K -27,483 -47%
IIC
562
Ironwood Investment Counsel
Arizona
$424K – – –
RWA
563
Redmont Wealth Advisors
Illinois
$420K -$83.7K -5,982 -17%
ACP
564
Aviance Capital Partners
Florida
$420K – – –
BAM
565
Bosun Asset Management
Illinois
$420K – – –
HBT
566
Hills Bank & Trust
Iowa
$420K – – –
GC
567
Gilbert & Cook
Iowa
$417K – – –
VPIM
568
Vanguard Personalized Indexing Management
California
$416K -$528K -37,722 -56%
CFB
569
Cullen/Frost Bankers
Texas
$416K – – –
NSIM
570
North Star Investment Management
Illinois
$411K – – –
FM
571
Foster & Motley
Ohio
$410K -$185K -13,197 -31%
Bank of New York Mellon
572
Bank of New York Mellon
New York
$409K +$21.2K +1,512 +5%
GW
573
GW & Wade
Massachusetts
$404K +$123K +8,754 +44%
IFA
574
Index Fund Advisors
California
$402K +$1.39K +99 +0.3%
IFS
575
Ifrah Financial Services
Arkansas
$391K -$158K -11,259 -29%
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