SCHB icon

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 %
CCP
701
Clarkston Capital Partners
Michigan
$278K 2,460 – –
BFG
702
Berger Financial Group
Minnesota
$278K 2,462 +9 +0.4%
BST
703
Bath Savings Trust
Maine
$275K 2,433 +2 +0.1%
BFM
704
Broadview Financial Management
Wisconsin
$274K 2,422 +9 +0.4%
WAP
705
Wealthcare Advisory Partners
Pennsylvania
$274K 2,427 +254 +12%
SSB
706
Sandy Spring Bank
Maryland
$271K 2,390 +401 +20%
FHA
707
Flagship Harbor Advisors
Massachusetts
$269K 2,383 +241 +11%
BDWCC
708
B&D White Capital Company
Texas
$268K 2,378 +152 +7%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$266K 2,354 -757 -24%
VHAM
710
Van Hulzen Asset Management
California
$266K 2,350 – –
KL
711
KilterHowling LLC
Colorado
$264K 2,340 +2,340 New
OCM
712
Osterweis Capital Management
California
– – – –
KA
713
Klingman & Associates
New York
$264K 2,332 – –
HFA
714
HC Financial Advisors
California
$263K 2,328 – –
RFA
715
Reilly Financial Advisors
California
$263K 2,329 – –
CIP
716
Capital Insight Partners
Arizona
$260K 2,303 – –
AWC
717
Adamsbrown Wealth Consultants
Kansas
$260K 2,300 +2,300 New
RPWA
718
Regent Peak Wealth Advisors
Georgia
$259K 2,290 -1,367 -37%
CWM
719
C2C Wealth Management
Arizona
$259K 2,291 +2,291 New
TFA
720
Triad Financial Advisors
North Carolina
$255K 2,255 +2,255 New
QCMNJ
721
Quantum Capital Management (New Jersey)
New Jersey
$254K 2,244 -134 -6%
C
722
Certuity
Florida
$253K 2,238 – –
MSR
723
Main Street Research
Connecticut
$252K 2,230 +2,230 New
PK
724
Pflug Koory
Nebraska
$251K 2,218 – –
DFC
725
DB Fitzpatrick & Co
Idaho
$251K 2,220 +2,220 New
27 28
29
30 31