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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 %
HIP
676
HUB Investment Partners
Texas
$237K -$14.5K -1,038 -6%
JC
677
Jacobs & Co
California
$237K +$20.8K +1,488 +10%
BWA
678
Burt Wealth Advisors
Maryland
$236K – – –
RFC
679
Regions Financial Corp
Alabama
$233K – – –
CAP
680
Columbia Advisory Partners
Washington
$232K +$232K +16,569 New
MAG
681
Mayfair Advisory Group
Alabama
$230K -$6.15K -429 -3%
GLA
682
Good Life Advisors
Pennsylvania
$230K +$964 +69 +0.4%
TP
683
Tranquility Partners
Tennessee
$229K +$38.9K +2,778 +20%
AWM
684
Adams Wealth Management
Utah
$229K +$229K +16,377 New
SRC
685
Sage Rhino Capital
California
$228K +$798 +57 +0.4%
YAL
686
Your Advocates Ltd
Texas
$228K +$228K +16,269 New
RWG
687
Ratio Wealth Group
Colorado
$228K – – –
BDF
688
Black Diamond Financial
Maryland
$223K +$3.19K +228 +1%
WFAG
689
Wescott Financial Advisory Group
Pennsylvania
$222K +$222K +15,876 New
CPP
690
Capasso Planning Partners
South Carolina
$220K +$42 +3 +0%
BAWC
691
Boyce & Associates Wealth Consulting
Texas
$218K +$42 +3 +0%
HWA
692
Heritage Wealth Advisors
Virginia
$218K – – –
PMFA
693
Plante Moran Financial Advisors
Michigan
$217K +$14.6K +1,041 +7%
WA
694
Waverly Advisors
Alabama
$217K +$217K +15,489 New
WTC
695
WhitTier Trust Company
Nevada
$215K – – –
OIA
696
Optimum Investment Advisors
Illinois
$213K – – –
FHA
697
Flagship Harbor Advisors
Massachusetts
$212K -$4.87K -348 -2%
LWM
698
Ledge Wealth Management
Minnesota
$212K – – –
CWS
699
Cypress Wealth Services
California
$211K -$302K -21,228 -59%
AIM
700
Aurora Investment Managers
Florida
$211K +$336 +24 +0.2%
26 27
28
29 30