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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 %
C
626
Certuity
Florida
$297K +$504 +36 +0.2%
Millennium Management
627
Millennium Management
New York
$297K +$297K +21,243 New
RCAG
628
Rehmann Capital Advisory Group
Michigan
$297K – – –
PWMAG
629
Pinnacle Wealth Management Advisory Group
New Jersey
$296K +$168 +12 +0.1%
NEGWA
630
New England Guild Wealth Advisors
Connecticut
$296K +$336 +24 +0.1%
AMIM
631
Aull & Monroe Investment Management
Alabama
$294K -$6.72K -480 -2%
LW
632
Linscomb Wealth
Texas
$288K – – –
RVPG
633
Relative Value Partners Group
$287K +$287K +20,490 New
VAS
634
Vestmark Advisory Solutions
Massachusetts
$283K +$283K +20,232 New
OPWM
635
Oxinas Partners Wealth Management
Indiana
$282K -$1.53M -109,272 -84%
LAIC
636
Lederer & Associates Investment Counsel
California
$280K – – –
RPA
637
Rock Point Advisors
Vermont
$280K +$47K +3,360 +20%
WCFA
638
Walkner Condon Financial Advisors
Wisconsin
$278K -$18.4K -1,314 -6%
BCI
639
Brinker Capital Investments
Pennsylvania
$277K – – –
SHWM
640
Silicon Hills Wealth Management
Texas
$273K -$104K -7,404 -27%
LNWWM
641
Laird Norton Wetherby Wealth Management
California
$273K +$50.4K +3,606 +23%
TIA
642
Tiemann Investment Advisors
California
$272K -$757 -54 -0.3%
RCWM
643
Royal Capital Wealth Management
Indiana
$272K +$84 +6 +0%
JIC
644
Joel Isaacson & Co
New York
$270K -$52.4K -3,741 -16%
PP
645
PDS Planning
Ohio
$269K +$126 +9 +0%
PB
646
Pinnacle Bancorp
Nebraska
$263K – – –
KBFS
647
Kohmann Bosshard Financial Services
Ohio
$261K – – –
SHA
648
Seneca House Advisors
Virginia
$261K +$2.14K +153 +0.8%
TCWM
649
Total Clarity Wealth Management
Illinois
$260K -$99.8K -7,125 -28%
TW
650
Transform Wealth
Colorado
$260K -$7.47K -534 -3%
24 25
26
27 28