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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 %
WAM
576
Weatherly Asset Management
California
$391K -$5.46K -390 -1%
BAAM
577
Baker Avenue Asset Management
California
$380K -$131K -9,348 -26%
AWA
578
Aquire Wealth Advisors
Utah
$380K – – –
BF
579
Blankinship & Foster
California
$380K +$168 +12 +0%
W
580
Wealthsimple
Ontario, Canada
$376K -$15.6K -1,110 -4%
H
581
HoyleCohen
California
$375K +$39.2K +2,802 +12%
AWM
582
Altus Wealth Management
Kentucky
$374K +$1.18K +84 +0.3%
Simplex Trading
583
Simplex Trading
Illinois
$374K +$374K +26,763 New
LNC
584
Lincoln National Corp
Pennsylvania
$373K -$4.54K -324 -1%
PIA
585
Pinion Investment Advisors
Kansas
$370K +$2.9K +207 +0.8%
AIM
586
Anchor Investment Management
South Carolina
$369K -$10.3K -735 -3%
SWA
587
Sightline Wealth Advisors
Connecticut
$367K +$3.75K +261 +1%
IF
588
IRON Financial
Illinois
$358K -$36.9K -2,634 -9%
KPWS
589
Kestra Private Wealth Services
Texas
$357K -$26.5K -1,896 -7%
AC
590
Abbrea Capital
California
$355K +$925 +66 +0.3%
AA
591
AF Advisors
California
$352K -$42K -2,997 -11%
WP
592
WealthSource Partners
California
$352K -$26.7K -1,905 -7%
MWM
593
Mission Wealth Management
California
$351K – – –
BFM
594
Boston Financial Management
Massachusetts
$350K +$18.2K +1,299 +5%
JIR
595
James Investment Research
Ohio
$350K +$219K +15,621 +167%
FRA
596
Front Row Advisors
California
$344K +$33.7K +2,406 +11%
CA
597
Crewe Advisors
Utah
$342K +$967 +69 +0.3%
JWM
598
Janiczek Wealth Management
Colorado
$342K +$136K +9,630 +66%
CNWM
599
Clay Northam Wealth Management
California
$340K – – –
FPAS
600
Focus Partners Advisor Solutions
Missouri
$339K +$9K +642 +3%
22 23
24
25 26