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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.

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 %
AMM
651
American Money Management
California
$325K -$53 -3 -0%
SHA
652
Seneca House Advisors
Virginia
$323K +$2.83K +159 +0.9%
IIC
653
Ironwood Investment Counsel
Arizona
$323K +$323K +18,168 New
ONSWM
654
Old North State Wealth Management
North Carolina
$323K +$961 +54 +0.3%
PAM
655
Private Asset Management
California
$322K -$10.3K -576 -3%
MWA
656
Monograph Wealth Advisors
California
$322K – – –
FPAS
657
Focus Partners Advisor Solutions
Missouri
$322K +$322K +18,150 New
JC
658
Jacobs & Co
California
$321K – – –
UAS
659
United Asset Strategies
New York
$320K – – –
HIP
660
HUB Investment Partners
Texas
$320K – – –
IF
661
Ironwood Financial
Arizona
$319K +$19.1K +1,074 +6%
WPC
662
Wedmont Private Capital
Pennsylvania
$317K +$13.6K +756 +4%
APA
663
Astoria Portfolio Advisors
New York
$315K -$38.3K -2,154 -11%
SCM
664
Schnieders Capital Management
California
$314K -$107 -6 -0%
GLLW
665
Graves Light Lenhart Wealth
Virginia
$314K +$640 +36 +0.2%
OWM
666
Orgel Wealth Management
Wisconsin
$313K – – –
LF
667
LifeSteps Financial
California
$312K -$5.23K -294 -2%
SFP
668
Shepherd Financial Partners
Massachusetts
$312K – – –
SFS
669
Solitude Financial Services
Virginia
$310K +$310K +17,403 New
PAM
670
Premier Asset Management
Illinois
$308K – – –
CFA
671
Cahill Financial Advisors
Minnesota
$308K +$640 +36 +0.2%
HPWM
672
Highland Private Wealth Management
Washington
$307K -$140K -7,863 -31%
RPA
673
Rock Point Advisors
Vermont
$306K – – –
CAM
674
Cubic Asset Management
Massachusetts
$305K -$8.6K -483 -3%
BWA
675
Burt Wealth Advisors
Maryland
$300K – – –
25 26
27
28 29