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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

868 hedge funds and large institutions have $6.73B invested in Schwab US Broad Market ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 362 increasing their positions, 318 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-20
Holders Change %
-2.25%
% of All Funds
14.68%
Holding in Top 10
111
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.63%
% of All Funds
1.88%
New
57
Increased
362
Reduced
318
Closed
66
Calls
$19.5M
Puts
$3.37M
Net Calls
+$16.1M
Net Calls Change
+$12.3M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$128M
2
AWM
AE Wealth Management
Kansas
+$28.5M
3
HCM
Hengehold Capital Management
Ohio
+$18.1M
4
WAG
Winthrop Advisory Group
Massachusetts
+$15.2M
5
HWM
HB Wealth Management
Georgia
+$11.5M

Top Sellers

1
CJFS
Coulter & Justus Financial Services
Tennessee
-$108M
2
BF
Brooklyn FI
New York
-$82.6M
3
MFRM
Milliman Financial Risk Management
Illinois
-$42.3M
4
FANJ
Financial Architects (New Jersey)
New Jersey
-$30.4M
5
SCM
SCS Capital Management
Massachusetts
-$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
676
Cubic Asset Management
Massachusetts
$254K +$1.68K +114 +0.7%
MIM
677
Moseley Investment Management
Florida
$253K +$253K +17,148 New
CWA
678
Carolina Wealth Advisors
South Carolina
$250K +$70.6K +4,791 +39%
BWA
679
Burt Wealth Advisors
Maryland
$248K – – –
PRWA
680
Platte River Wealth Advisors
Colorado
$246K – – –
RPA
681
Rock Point Advisors
Vermont
$245K -$8.21K -558 -3%
RFC
682
Regions Financial Corp
Alabama
$245K +$245K +16,629 New
IC
683
IEQ Capital
California
$244K – – –
AIA
684
Alera Investment Advisors
Illinois
$242K – – –
GLA
685
Good Life Advisors
Pennsylvania
$241K +$971 +66 +0.4%
RWG
686
Ratio Wealth Group
Colorado
$240K – – –
SRC
687
Sage Rhino Capital
California
$239K +$795 +54 +0.3%
WANY
688
Wealthspire Advisors (New York)
New York
$238K +$238K +16,131 New
JWM
689
Janiczek Wealth Management
Colorado
$235K +$27.2K +1,686 +13%
LNWWM
690
Laird Norton Wetherby Wealth Management
California
$234K +$44 +3 +0%
SFG
691
Sage Financial Group
Pennsylvania
$233K +$233K +15,819 New
CPP
692
Capasso Planning Partners
South Carolina
$232K -$6.29K -426 -3%
AFA
693
American Financial Advisors
Georgia
$232K +$2.25K +153 +1%
BDF
694
Black Diamond Financial
Maryland
$232K +$3.67K +249 +2%
BFG
695
Berger Financial Group
Minnesota
$230K +$9.89K +672 +4%
BAWC
696
Boyce & Associates Wealth Consulting
Texas
$229K -$5.29K -360 -2%
HWA
697
Heritage Wealth Advisors
Virginia
$229K – – –
BWM
698
BT Wealth Management
Georgia
$228K – – –
FHA
699
Flagship Harbor Advisors
Massachusetts
$228K +$7.68K +522 +3%
JC
700
Jacobs & Co
California
$227K -$38.3K -2,607 -14%
26 27
28
29 30