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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
1
Coulter & Justus Financial Services
Tennessee
$108M
2
FFN
2
Focus Financial Network
Minnesota
$51.5M
3
Creative Planning
3
Creative Planning
Kansas
$80M
4
LW
4
Libra Wealth
California
$31.9M
5
Mariner
5
Mariner
Kansas
$72M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$223M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.5B
3
PRS
3
Pinkerton Retirement Specialists
Idaho
$1.24M
4
SCM
4
SCS Capital Management
Massachusetts
$327M
5
OAJ
5
Ogorek Anthony Joseph
New York
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMIM
626
Aull & Monroe Investment Management
Alabama
$382K – – –
PP
627
Palladium Partners
Virginia
$378K – – –
RCAG
628
Rehmann Capital Advisory Group
Michigan
$377K +$53 +3 +0%
PWSG
629
Pacific Wealth Strategies Group
California
$375K -$382K -21,468 -50%
NEGWA
630
New England Guild Wealth Advisors
Connecticut
$375K +$213 +12 +0.1%
FVWA
631
Foster Victor Wealth Advisors
South Carolina
$373K +$13.9K +792 +4%
CW
632
CreativeOne Wealth
Kansas
$368K +$8.7K +489 +2%
AssetMark Inc
633
AssetMark Inc
California
$366K -$586K -32,946 -62%
RVPG
634
Relative Value Partners Group
$364K +$364K +20,475 New
DY
635
Dowling & Yahnke
California
$359K – – –
KBFS
636
Kohmann Bosshard Financial Services
Ohio
$355K -$107 -6 -0%
LAIC
637
Lederer & Associates Investment Counsel
California
$355K – – –
CWM
638
Congress Wealth Management
Massachusetts
$353K -$258K -14,490 -42%
BCI
639
Brinker Capital Investments
Pennsylvania
$352K -$352K -19,803 -50%
TIA
640
Tiemann Investment Advisors
California
$350K +$320 +18 +0.1%
TW
641
Transform Wealth
Colorado
$347K -$13.6K -762 -4%
PWA
642
Physician Wealth Advisors
Utah
$344K -$188K -11,154 -35%
RWA
643
River Wealth Advisors
Pennsylvania
$344K – – –
RCWM
644
Royal Capital Wealth Management
Indiana
$343K -$10.7K -600 -3%
NSIM
645
North Star Investment Management
Illinois
$337K – – –
VCM
646
Versant Capital Management
Arizona
$335K – – –
PB
647
Pinnacle Bancorp
Nebraska
$334K – – –
PSF
648
Pacific Sun Financial
California
$329K – – –
ECM
649
Evergreen Capital Management
Washington
$326K – – –
EW
650
Evoke Wealth
California
$326K +$326K +18,327 New
24 25
26
27 28