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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 %
IF
576
IRON Financial
Illinois
$415K -$3.62K -246 -0.9%
AA
577
AF Advisors
California
$414K +$414K +28,134 New
W
578
Wealthsimple
Ontario, Canada
$412K +$412K +27,948 New
Bank of New York Mellon
579
Bank of New York Mellon
New York
$408K -$16.5K -1,122 -4%
KPWS
580
Kestra Private Wealth Services
Texas
$404K -$14.7K -996 -4%
AWA
581
Aquire Wealth Advisors
Utah
$400K +$2.21K +150 +0.6%
AIM
582
Anchor Investment Management
South Carolina
$400K +$11.4K +771 +3%
BF
583
Blankinship & Foster
California
$399K -$250K -16,974 -39%
CA
584
Cetera Advisors
Colorado
$399K -$64.6K -4,386 -14%
CS
585
Credit Suisse
Switzerland
$399K -$36.7K -2,496 -8%
WP
586
WealthSource Partners
California
$399K +$399K +27,063 New
SHWM
587
Silicon Hills Wealth Management
Texas
$397K -$379K -25,680 -49%
LNC
588
Lincoln National Corp
Pennsylvania
$397K +$10.7K +723 +3%
AWM
589
Altus Wealth Management
Kentucky
$393K +$28.3K +1,920 +8%
UB
590
UMB Bank
Missouri
$392K – – –
PIA
591
Pinion Investment Advisors
Kansas
$386K -$5.65K -384 -1%
US Bancorp
592
US Bancorp
Minnesota
$381K -$797 -54 -0.2%
CGFA
593
Colton Groome Financial Advisors
North Carolina
$380K – – –
TCWM
594
Total Clarity Wealth Management
Illinois
$378K +$45.8K +3,114 +14%
AC
595
Abbrea Capital
California
$372K +$27.4K +1,860 +8%
RF
596
Rollins Financial
Georgia
$371K -$5.74K -390 -2%
SWA
597
Sightline Wealth Advisors
Connecticut
$371K -$44 -3 -0%
GC
598
Garde Capital
Washington
$370K -$9.45K -642 -2%
MWM
599
Mission Wealth Management
California
$370K -$7.6K -516 -2%
PFA
600
Pathway Financial Advisors
Vermont
$368K +$368K +24,999 New
22 23
24
25 26