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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 %
PPW
601
Pinnacle Private Wealth
Massachusetts
$365K +$365K +24,771 New
CWM
602
Cabot Wealth Management
Massachusetts
$358K -$28.2K -1,914 -7%
CNWM
603
Clay Northam Wealth Management
California
$358K -$221 -15 -0.1%
CA
604
Crewe Advisors
Utah
$358K +$927 +63 +0.3%
SFG
605
Sovereign Financial Group
Connecticut
$357K +$39.4K +2,676 +12%
RWP
606
Revolve Wealth Partners
New Jersey
$355K +$37.1K +2,514 +12%
H
607
HoyleCohen
California
$353K +$44 +3 +0%
CWMU
608
Caliber Wealth Management (Utah)
Utah
$352K +$352K +23,898 New
TBWA
609
Three Bridge Wealth Advisors
California
$351K +$221 +15 +0.1%
BFM
610
Boston Financial Management
Massachusetts
$350K +$1.15K +78 +0.3%
CFO
611
Custos Family Office
Texas
$349K +$349K +23,664 New
FPAS
612
Focus Partners Advisor Solutions
Missouri
$347K +$79.6K +5,403 +30%
RTS
613
Round Table Services
New Jersey
$344K -$310 -21 -0.1%
CF
614
Cantor Fitzgerald
New York
$343K +$343K +23,313 New
MRWM
615
ML&R Wealth Management
Texas
$342K -$62.3K -4,230 -15%
CAL
616
Capital Advisors Ltd
Ohio
$342K +$7.83K +531 +2%
MM
617
Main Management
California
$341K +$17.8K +1,209 +6%
JIC
618
Joel Isaacson & Co
New York
$339K +$1.33K +90 +0.4%
SSI
619
Scott & Selber Inc
Texas
$338K -$11.7K -795 -3%
ARMC
620
American Research & Management Company
Massachusetts
$336K -$20.9K -1,422 -6%
FFM
621
Forum Financial Management
Illinois
$335K -$58.7K -3,990 -15%
PCI
622
Planning Center Inc
Illinois
$333K +$45 +3 +0%
PWA
623
Physician Wealth Advisors
Utah
$331K +$2.9K +180 +0.9%
FRA
624
Front Row Advisors
California
$327K +$44 +3 +0%
CW
625
CreativeOne Wealth
Kansas
$318K +$13.4K +909 +4%
23 24
25
26 27