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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 %
LFG
601
Larson Financial Group
Missouri
$339K +$167K +11,949 +97%
SFG
602
Sovereign Financial Group
Connecticut
$336K -$3.15K -225 -0.9%
CWMU
603
Caliber Wealth Management (Utah)
Utah
$334K – – –
TBWA
604
Three Bridge Wealth Advisors
California
$334K +$252 +18 +0.1%
CFO
605
Custos Family Office
Texas
$331K – – –
RWP
606
Revolve Wealth Partners
New Jersey
$328K -$9.12K -651 -3%
MM
607
Main Management
California
$328K +$3.4K +243 +1%
RTS
608
Round Table Services
New Jersey
$325K -$1.34K -96 -0.4%
RF
609
Rollins Financial
Georgia
$323K -$29.4K -2,100 -8%
GC
610
Garde Capital
Washington
$323K -$28.3K -2,022 -8%
SSI
611
Scott & Selber Inc
Texas
$322K +$336 +24 +0.1%
CSIA
612
Charles Schwab Investment Advisory
California
$321K +$29.2K +2,088 +10%
FFM
613
Forum Financial Management
Illinois
$319K – – –
IF
614
Ironwood Financial
Arizona
$318K +$35.7K +2,550 +13%
VFA
615
Valeo Financial Advisors
Indiana
$317K +$124K +8,835 +64%
ACM
616
AlphaStar Capital Management
North Carolina
$316K -$1.49M -106,479 -83%
PFA
617
Pinnacle Family Advisors
Missouri
$316K -$289K -20,655 -48%
CGFA
618
Colton Groome Financial Advisors
North Carolina
$312K -$48.4K -3,462 -13%
CWM
619
Cabot Wealth Management
Massachusetts
$311K -$28.8K -2,061 -8%
PCI
620
Planning Center Inc
Illinois
$309K -$3.11K -222 -1%
PWA
621
Physician Wealth Advisors
Utah
$304K – – –
ARMC
622
American Research & Management Company
Massachusetts
$302K -$17.3K -1,236 -5%
CW
623
CreativeOne Wealth
Kansas
$302K +$210 +15 +0.1%
FVWA
624
Foster Victor Wealth Advisors
South Carolina
$302K +$8.53K +582 +3%
DY
625
Dowling & Yahnke
California
$300K +$18K +1,287 +6%
23 24
25
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