SCHB icon

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 %
NEGWA
626
New England Guild Wealth Advisors
Connecticut
$397K 3,511 +4 +0.1%
CPWM
627
Cypress Point Wealth Management
Texas
$389K 3,443 -499 -13%
TW
628
Transform Wealth
Colorado
$382K 3,379 +9 +0.3%
FVWA
629
Foster Victor Wealth Advisors
South Carolina
$381K 3,410 +586 +21%
CW
630
CreativeOne Wealth
Kansas
$380K 3,365 -142 -4%
DY
631
Dowling & Yahnke
California
$380K 3,359 – –
MM
632
Main Management
California
$378K 3,348 +178 +6%
KBFS
633
Kohmann Bosshard Financial Services
Ohio
$376K 3,328 -577 -15%
LAIC
634
Lederer & Associates Investment Counsel
California
$376K 3,329 -125 -4%
RCWM
635
Royal Capital Wealth Management
Indiana
$375K 3,315 +3,315 New
APA
636
Astoria Portfolio Advisors
New York
$374K 3,311 +3,311 New
TIA
637
Tiemann Investment Advisors
California
$370K 3,275 -3 -0.1%
RWA
638
River Wealth Advisors
Pennsylvania
$364K 3,220 -1,035 -24%
CWM
639
Cadence Wealth Management
Massachusetts
$362K 3,200 -563 -15%
JIC
640
Joel Isaacson & Co
New York
$359K 3,175 -541 -15%
BFM
641
Boston Financial Management
Massachusetts
$356K 3,151 – –
NSIM
642
North Star Investment Management
Illinois
$356K 3,152 – –
VCM
643
Versant Capital Management
Arizona
$354K 3,134 -116 -4%
PB
644
Pinnacle Bancorp
Nebraska
$354K 3,130 – –
PAM
645
Private Asset Management
California
$351K 3,110 -148 -5%
PSF
646
Pacific Sun Financial
California
$348K 3,080 – –
ECM
647
Evergreen Capital Management
Washington
$345K 3,050 – –
AMM
648
American Money Management
California
$344K 3,042 +1 +0%
MWA
649
Monograph Wealth Advisors
California
$341K 3,013 +3,013 New
ONSWM
650
Old North State Wealth Management
North Carolina
$341K 3,015 +3,015 New
24 25
26
27 28