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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 %
KPWS
576
Kestra Private Wealth Services
Texas
$506K +$17.8K +1,002 +4%
GC
577
Gilbert & Cook
Iowa
$505K – – –
MRWM
578
ML&R Wealth Management
Texas
$489K +$52.7K +2,961 +12%
AWA
579
Aquire Wealth Advisors
Utah
$481K +$7.79K +438 +2%
FFM
580
Forum Financial Management
Illinois
$476K -$9.08K -510 -2%
LIM
581
Loudon Investment Management
New Hampshire
$474K -$464K -17,625 -49%
UB
582
UMB Bank
Missouri
$474K – – –
PIA
583
Pinion Investment Advisors
Kansas
$473K +$15.2K +852 +3%
VFA
584
Valeo Financial Advisors
Indiana
$471K +$241K +13,533 +105%
AIM
585
Anchor Investment Management
South Carolina
$469K – – –
CWM
586
Cabot Wealth Management
Massachusetts
$467K -$66K -3,708 -12%
LNC
587
Lincoln National Corp
Pennsylvania
$467K -$9.45K -531 -2%
US Bancorp
588
US Bancorp
Minnesota
$460K -$8K -450 -2%
GC
589
Garde Capital
Washington
$459K -$3.47K -195 -0.8%
CGFA
590
Colton Groome Financial Advisors
North Carolina
$459K – – –
MWM
591
Mission Wealth Management
California
$456K +$16.7K +939 +4%
RF
592
Rollins Financial
Georgia
$455K – – –
TI
593
Trexquant Investment
Connecticut
$454K +$189K +10,605 +71%
SWA
594
Sightline Wealth Advisors
Connecticut
$450K +$4.27K +240 +1%
AWM
595
AE Wealth Management
Kansas
$449K +$49.2K +2,763 +12%
RI
596
Rinkey Investments
California
$446K -$8.8K -537 -2%
CFIA
597
Cantor Fitzgerald Investment Advisors
New York
$441K +$2.41K +135 +0.5%
AWM
598
Altus Wealth Management
Kentucky
$440K +$10.6K +594 +2%
IWM
599
IHT Wealth Management
Illinois
$436K -$42.1K -2,367 -9%
CNWM
600
Clay Northam Wealth Management
California
$433K -$53 -3 -0%
22 23
24
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