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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 %
MWM
601
Mission Wealth Management
California
$465K 4,114 +92 +2%
CFIA
602
Cantor Fitzgerald Investment Advisors
New York
$464K 4,104 -480 -10%
MRWM
603
ML&R Wealth Management
Texas
$461K 4,082 +4,082 New
CNWM
604
Clay Northam Wealth Management
California
$458K 4,054 +4,054 New
ARMC
605
American Research & Management Company
Massachusetts
$457K 4,043 +1 +0%
CA
606
Crewe Advisors
Utah
$456K 4,039 +379 +10%
AWM
607
Altus Wealth Management
Kentucky
$455K 4,025 +59 +1%
H
608
HoyleCohen
California
$452K 3,998 +3,998 New
FCIM
609
Fairview Capital Investment Management
California
$451K 3,996 +364 +10%
WA
610
Wealth Architects
California
$433K 3,835 +975 +34%
CAL
611
Capital Advisors Ltd
Ohio
$427K 3,779 – –
PFM
612
Parsec Financial Management
North Carolina
$423K 3,746 – –
SFG
613
Sovereign Financial Group
Connecticut
$423K 3,739 +105 +3%
AWM
614
AE Wealth Management
Kansas
$423K 3,740 +283 +8%
BNP Paribas Financial Markets
615
BNP Paribas Financial Markets
France
$420K 3,716 +3,716 New
TC
616
TownSquare Capital
Utah
$418K 3,697 -17 -0.5%
AR
617
Apeiron RIA
Texas
$415K 3,676 +3,676 New
TRCT
618
Tower Research Capital (TRC)
New York
$410K 3,630 -4,696 -56%
AC
619
Abbrea Capital
California
$407K 3,604 +4 +0.1%
AMIM
620
Aull & Monroe Investment Management
Alabama
$405K 3,582 +35 +1%
PCI
621
Planning Center Inc
Illinois
$404K 3,748 +3,748 New
PP
622
Palladium Partners
Virginia
$400K 3,537 – –
RCAG
623
Rehmann Capital Advisory Group
Michigan
$399K 3,534 – –
SSI
624
Scott & Selber Inc
Texas
$398K 3,522 -13 -0.4%
RWP
625
Revolve Wealth Partners
New Jersey
$398K 3,519 +3,519 New
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25
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