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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, 810 increasing their positions, 16 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
810
Reduced
16
Closed
53
Calls
$14.2M
Puts
$10.3M
Net Calls
+$3.87M
Net Calls Change
+$5.16M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.5B
2
Betterment LLC
2
Betterment LLC
New York
$397M
3
SCM
3
SCS Capital Management
Massachusetts
$327M
4
CJFS
4
Coulter & Justus Financial Services
Tennessee
$108M
5
EK
5
Evensky & Katz
Florida
$214M

Top Sellers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$1.24M
2
K
2
Kemper
Illinois
$0
3
PA
3
PFG Advisors
Arizona
$0
4
RCS
4
Retirement Capital Strategies
California
$0
5
BAM
5
Berkshire Asset Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PRWA
676
Platte River Wealth Advisors
Colorado
$297K 5,570 +2,698 +94%
IC
677
IEQ Capital
California
$295K 5,529 +2,683 +94%
AIA
678
Alera Investment Advisors
Illinois
$293K 5,480 +2,740 +100%
SPWM
679
Schrum Private Wealth Management
Florida
$292K 5,972 +2,997 +101%
GLA
680
Good Life Advisors
Pennsylvania
$291K 5,441 +2,728 +101%
CCM
681
Coldstream Capital Management
Washington
$290K 5,438 +2,719 +100%
RWG
682
Ratio Wealth Group
Colorado
$290K 5,425 +2,712 +100%
SRC
683
Sage Rhino Capital
California
$288K 5,390 +2,701 +100%
CPP
684
Capasso Planning Partners
South Carolina
$287K 5,384 +3,610 +203%
TFS
685
TrustCore Financial Services
Tennessee
$285K 5,343 +2,766 +107%
BAWC
686
Boyce & Associates Wealth Consulting
Texas
$284K 5,313 +5,313 New
CNC
687
Canandaigua National Corp
New York
$283K 5,300 +2,650 +100%
LNWWM
688
Laird Norton Wetherby Wealth Management
California
$283K 5,308 +2,954 +125%
LWM
689
Liberty Wealth Management
California
$281K 5,281 +5,281 New
AFA
690
American Financial Advisors
Georgia
$278K 5,200 +2,611 +101%
Thrivent Financial for Lutherans
691
Thrivent Financial for Lutherans
Minnesota
$277K 2,452 -601 -20%
HWA
692
Heritage Wealth Advisors
Virginia
$277K 5,183 +2,591 +100%
BWM
693
BT Wealth Management
Georgia
$276K 5,162 +2,452 +90%
BDF
694
Black Diamond Financial
Maryland
$276K 5,161 +2,680 +108%
WTC
695
WhitTier Trust Company
Nevada
$273K 5,118 +2,559 +100%
OIA
696
Optimum Investment Advisors
Illinois
$270K 5,064 +2,532 +100%
LWM
697
Ledge Wealth Management
Minnesota
$270K 5,055 +5,055 New
ACA
698
Affinity Capital Advisors
California
$266K 4,976 +2,391 +92%
BFG
699
Berger Financial Group
Minnesota
$266K 4,983 +2,521 +102%
FHA
700
Flagship Harbor Advisors
Massachusetts
$266K 4,991 +2,608 +109%
26 27
28
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