SCHB icon

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 %
PSF
651
Pacific Sun Financial
California
$259K – – –
ECM
652
Evergreen Capital Management
Washington
$258K +$2.22K +159 +0.9%
AMM
653
American Money Management
California
$256K +$42 +3 +0%
PAM
654
Private Asset Management
California
$253K – – –
MWA
655
Monograph Wealth Advisors
California
$253K – – –
UAS
656
United Asset Strategies
New York
$252K – – –
FPFS
657
First Personal Financial Services
North Carolina
$252K +$252K +18,000 New
Jane Street
658
Jane Street
New York
$251K -$2.57M -183,582 -91%
SPWM
659
Schrum Private Wealth Management
Florida
$251K – – –
EW
660
Evoke Wealth
California
$248K +$192K +13,734 +342%
SCM
661
Schnieders Capital Management
California
$247K – – –
WPC
662
Wedmont Private Capital
Pennsylvania
$247K – – –
OWM
663
Orgel Wealth Management
Wisconsin
$246K – – –
LF
664
LifeSteps Financial
California
$245K -$1.05K -75 -0.4%
SFP
665
Shepherd Financial Partners
Massachusetts
$245K – – –
CFA
666
Cahill Financial Advisors
Minnesota
$244K +$882 +63 +0.4%
ONSWM
667
Old North State Wealth Management
North Carolina
$243K -$11.5K -825 -5%
BDWCC
668
B&D White Capital Company
Texas
$243K +$40.2K +2,883 +20%
CAC
669
Certified Advisory Corp
Florida
$243K +$243K +17,331 New
APA
670
Astoria Portfolio Advisors
New York
$241K -$5.34K -381 -2%
CAM
671
Cubic Asset Management
Massachusetts
$241K – – –
HPWM
672
Highland Private Wealth Management
Washington
$241K – – –
SFG
673
Sage Financial Group
Pennsylvania
$241K +$20K +1,428 +9%
MIM
674
Moseley Investment Management
Florida
$240K – – –
CWA
675
Carolina Wealth Advisors
South Carolina
$238K +$378 +27 +0.2%
25 26
27
28 29