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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 %
GLA
676
Good Life Advisors
Pennsylvania
$307K 2,713 +10 +0.4%
RWG
677
Ratio Wealth Group
Colorado
$307K 2,713 – –
BWM
678
BT Wealth Management
Georgia
$306K 2,710 +2,710 New
SRC
679
Sage Rhino Capital
California
$304K 2,689 +2,689 New
MFT
680
Moisand Fitzgerald Tamayo
Florida
$303K 2,683 -415 -13%
RRCM
681
Rappaport Reiches Capital Management
Illinois
$300K 2,659 +41 +2%
CNC
682
Canandaigua National Corp
New York
$299K 2,650 – –
Citadel Advisors
683
Citadel Advisors
Florida
$297K 2,631 +2,631 New
VWA
684
Visionary Wealth Advisors
Illinois
$295K 2,610 +2,610 New
GGS
685
Galvin Gaustad & Stein
Arizona
$294K 2,600 +2,600 New
AFA
686
American Financial Advisors
Georgia
$293K 2,589 -181 -7%
HWA
687
Heritage Wealth Advisors
Virginia
$293K 2,592 – –
PMFA
688
Plante Moran Financial Advisors
Michigan
$292K 2,588 -1,694 -40%
ACA
689
Affinity Capital Advisors
California
$292K 2,585 +43 +2%
TFS
690
TrustCore Financial Services
Tennessee
$291K 2,577 -99 -4%
WTC
691
WhitTier Trust Company
Nevada
$289K 2,559 – –
SFG
692
SevenBridge Financial Group
Pennsylvania
$288K 2,552 -1,298 -34%
OIA
693
Optimum Investment Advisors
Illinois
$286K 2,532 – –
FCH
694
Freestone Capital Holdings
Washington
$286K 2,529 +2,529 New
FBB
695
Fulton Breakefield Broenniman
Maryland
$283K 2,506 +2,506 New
PAM
696
Palisade Asset Management
Minnesota
$282K 2,498 -1,610 -39%
WCFA
697
Walkner Condon Financial Advisors
Wisconsin
$281K 2,485 +2,485 New
PP
698
PDS Planning
Ohio
$280K 2,479 -19 -0.8%
BDF
699
Black Diamond Financial
Maryland
$280K 2,481 +12 +0.5%
TI
700
Trexquant Investment
Connecticut
$280K 2,482 +2,482 New
26 27
28
29 30