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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
HWM
2
HB Wealth Management
Georgia
$97.5M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$95.7M
4
LP
4
LGL Partners
Pennsylvania
$74.8M
5
SFG
5
Socha Financial Group
New York
$49.5M

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 %
CF
576
Convergence Financial
Missouri
$543K 4,807 +4,807 New
Bank of New York Mellon
577
Bank of New York Mellon
New York
$536K 4,747 +2 +0%
GC
578
Gilbert & Cook
Iowa
$534K 4,725 – –
ACP
579
Aviance Capital Partners
Florida
$526K 4,655 – –
KPWS
580
Kestra Private Wealth Services
Texas
$516K 4,569 -67 -1%
RI
581
Rinkey Investments
California
$515K 4,626 +4,626 New
FFM
582
Forum Financial Management
Illinois
$513K 4,543 +4,543 New
VCWA
583
Vanguard Capital Wealth Advisors
Colorado
$508K 4,495 +1,206 +37%
IWM
584
IHT Wealth Management
Illinois
$506K 4,477 – –
LNC
585
Lincoln National Corp
Pennsylvania
$504K 4,460 +366 +9%
UB
586
UMB Bank
Missouri
$502K 4,439 +1,989 +81%
AWA
587
Aquire Wealth Advisors
Utah
$501K 4,432 +4,432 New
AIM
588
Anchor Investment Management
South Carolina
$496K 4,392 – –
US Bancorp
589
US Bancorp
Minnesota
$495K 4,386 +148 +3%
GC
590
Garde Capital
Washington
$489K 4,328 +385 +10%
CGFA
591
Colton Groome Financial Advisors
North Carolina
$485K 4,296 – –
PIA
592
Pinion Investment Advisors
Kansas
$485K 4,291 +958 +29%
VT
593
Vise Technologies
New York
$485K 4,289 +4,289 New
RF
594
Rollins Financial
Georgia
$482K 4,265 +4,265 New
LIM
595
Loudon Investment Management
New Hampshire
$480K 5,940 – –
TWM
596
Thrive Wealth Management
Pennsylvania
$476K 4,214 +4,214 New
SWA
597
Sightline Wealth Advisors
Connecticut
$474K 4,176 +16 +0.4%
HPWM
598
Highland Private Wealth Management
Washington
$473K 4,185 +1 +0%
CSIA
599
Charles Schwab Investment Advisory
California
$472K 4,173 -3,339 -44%
CAP
600
Columbia Advisory Partners
Washington
$468K 4,138 +4,138 New
22 23
24
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