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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 %
JC
651
Jacobs & Co
California
$340K 3,010 -270 -8%
SHA
652
Seneca House Advisors
Virginia
$339K 3,000 -183 -6%
UAS
653
United Asset Strategies
New York
$339K 3,000 +3,000 New
HIP
654
HUB Investment Partners
Texas
$338K 2,995 +102 +4%
LF
655
LifeSteps Financial
California
$336K 2,973 +146 +5%
SPWM
656
Schrum Private Wealth Management
Florida
$335K 2,975 +2,975 New
SCM
657
Schnieders Capital Management
California
$333K 2,944 – –
CAM
658
Cubic Asset Management
Massachusetts
$332K 2,935 – –
GLLW
659
Graves Light Lenhart Wealth
Virginia
$332K 2,939 +9 +0.3%
FRA
660
Front Row Advisors
California
$331K 2,931 -50 -2%
OWM
661
Orgel Wealth Management
Wisconsin
$331K 2,933 -8 -0.3%
SFP
662
Shepherd Financial Partners
Massachusetts
$330K 2,915 – –
FF
663
Friedenthal Financial
New Jersey
$329K 2,910 -6 -0.2%
PAM
664
Premier Asset Management
Illinois
$326K 2,885 – –
CFA
665
Cahill Financial Advisors
Minnesota
$326K 2,880 +8 +0.3%
JWM
666
Janiczek Wealth Management
Colorado
$326K 2,882 +536 +23%
RPA
667
Rock Point Advisors
Vermont
$324K 2,869 – –
IC
668
IEQ Capital
California
$322K 2,846 +204 +8%
PRWA
669
Platte River Wealth Advisors
Colorado
$320K 2,872 +310 +12%
Thrivent Financial for Lutherans
670
Thrivent Financial for Lutherans
Minnesota
$318K 3,053 – –
BWA
671
Burt Wealth Advisors
Maryland
$317K 2,805 +21 +0.8%
IF
672
Ironwood Financial
Arizona
$317K 2,807 +602 +27%
AIA
673
Alera Investment Advisors
Illinois
$310K 2,740 – –
WPC
674
Wedmont Private Capital
Pennsylvania
$310K 2,814 +2,814 New
CCM
675
Coldstream Capital Management
Washington
$307K 2,719 -448 -14%
25 26
27
28 29