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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 %
FCIM
626
Fairview Capital Investment Management
California
$317K -$22.2K -1,509 -7%
AMIM
627
Aull & Monroe Investment Management
Alabama
$317K – – –
PFM
628
Parsec Financial Management
North Carolina
$316K -$10.6K -723 -3%
IWM
629
IHT Wealth Management
Illinois
$313K -$47.4K -3,219 -13%
RCAG
630
Rehmann Capital Advisory Group
Michigan
$312K – – –
C
631
Certuity
Florida
$312K -$7.69K -522 -2%
WCFA
632
Walkner Condon Financial Advisors
Wisconsin
$312K +$92.1K +6,246 +42%
NEGWA
633
New England Guild Wealth Advisors
Connecticut
$311K +$310 +21 +0.1%
PWMAG
634
Pinnacle Wealth Management Advisory Group
New Jersey
$311K +$119K +8,079 +62%
CSIA
635
Charles Schwab Investment Advisory
California
$307K -$112K -7,641 -27%
LW
636
Linscomb Wealth
Texas
$303K -$290K -19,689 -49%
CCM
637
Compass Capital Management
Minnesota
$302K +$302K +20,532 New
FVWA
638
Foster Victor Wealth Advisors
South Carolina
$300K -$18.3K -1,224 -6%
DY
639
Dowling & Yahnke
California
$297K +$353 +24 +0.1%
IF
640
Ironwood Financial
Arizona
$297K +$33.2K +2,253 +13%
GW
641
GW & Wade
Massachusetts
$296K +$122K +8,277 +70%
LAIC
642
Lederer & Associates Investment Counsel
California
$294K – – –
SOS
643
Silver Oak Securities
Tennessee
$294K +$294K +18,975 New
BCI
644
Brinker Capital Investments
Pennsylvania
$292K – – –
YIH
645
Y-Intercept (HK)
Hong Kong
$291K +$291K +19,722 New
VCM
646
Virtue Capital Management
Tennessee
$288K -$2.3M -156,348 -89%
TIA
647
Tiemann Investment Advisors
California
$287K -$3.23K -219 -1%
RCWM
648
Royal Capital Wealth Management
Indiana
$286K +$1.55K +105 +0.5%
RWA
649
River Wealth Advisors
Pennsylvania
$283K -$2.08K -141 -0.7%
TW
650
Transform Wealth
Colorado
$282K -$5.84K -396 -2%
24 25
26
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