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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 %
ARMC
601
American Research & Management Company
Massachusetts
$432K -$53 -3 -0%
CA
602
Crewe Advisors
Utah
$432K +$641 +36 +0.1%
H
603
HoyleCohen
California
$427K +$53 +3 +0%
TBWA
604
Three Bridge Wealth Advisors
California
$424K +$424K +23,805 New
SSI
605
Scott & Selber Inc
Texas
$423K +$46.8K +2,628 +12%
BFM
606
Boston Financial Management
Massachusetts
$421K +$84.5K +4,746 +25%
AC
607
Abbrea Capital
California
$416K +$31.6K +1,779 +8%
RTS
608
Round Table Services
New Jersey
$416K +$416K +23,358 New
FCIM
609
Fairview Capital Investment Management
California
$410K -$16.2K -912 -4%
CAL
610
Capital Advisors Ltd
Ohio
$404K – – –
TCWM
611
Total Clarity Wealth Management
Illinois
$402K +$402K +22,566 New
FCH
612
Freestone Capital Holdings
Washington
$401K +$131K +7,371 +49%
PCI
613
Planning Center Inc
Illinois
$396K -$4.11K -231 -1%
MOS
614
MGO One Seven
Ohio
$396K +$166K +9,342 +72%
PFM
615
Parsec Financial Management
North Carolina
$395K -$5.24K -294 -1%
TC
616
TownSquare Capital
Utah
$395K – – –
FRA
617
Front Row Advisors
California
$395K +$81.8K +4,593 +26%
OFW
618
Omnia Family Wealth
Florida
$395K +$395K +22,200 New
JIC
619
Joel Isaacson & Co
New York
$394K +$66.4K +3,861 +20%
MM
620
Main Management
California
$391K +$33.3K +1,872 +9%
C
621
Certuity
Florida
$386K +$147K +8,283 +62%
NL
622
NWAM LLC
Washington
$386K +$386K +21,672 New
NP
623
NorthRock Partners
Minnesota
$385K +$385K +21,639 New
SFG
624
Sovereign Financial Group
Connecticut
$384K -$15K -846 -4%
RWP
625
Revolve Wealth Partners
New Jersey
$384K +$7.96K +447 +2%
23 24
25
26 27