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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 %
AIM
701
Aurora Investment Managers
Florida
$266K 4,986 +4,986 New
PP
702
PDS Planning
Ohio
$265K 4,960 +2,481 +100%
WCFA
703
Walkner Condon Financial Advisors
Wisconsin
$265K 4,970 +2,485 +100%
CCP
704
Clarkston Capital Partners
Michigan
$265K 4,966 +2,506 +102%
CWM
705
Cadence Wealth Management
Massachusetts
$261K 4,893 +1,693 +53%
BST
706
Bath Savings Trust
Maine
$260K 4,866 +2,433 +100%
SSB
707
Sandy Spring Bank
Maryland
$260K 4,881 +2,491 +104%
BFM
708
Broadview Financial Management
Wisconsin
$259K 4,858 +2,436 +101%
ML
709
McAdam LLC
Pennsylvania
$258K 4,831 +2,808 +139%
BDWCC
710
B&D White Capital Company
Texas
$257K 4,825 +2,447 +103%
PMFA
711
Plante Moran Financial Advisors
Michigan
$256K 4,802 +2,214 +86%
OCM
712
Osterweis Capital Management
California
– – – –
HFA
713
HC Financial Advisors
California
$249K 4,657 +2,329 +100%
KA
714
Klingman & Associates
New York
$249K 4,664 +2,332 +100%
WFS
715
Walker Financial Services
Kentucky
$248K 4,649 +4,649 New
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$248K 4,637 +2,210 +91%
FBB
717
Fulton Breakefield Broenniman
Maryland
$246K 4,615 +2,109 +84%
AWC
718
Adamsbrown Wealth Consultants
Kansas
$246K 4,600 +2,300 +100%
CIP
719
Capital Insight Partners
Arizona
$246K 4,606 +2,303 +100%
RPWA
720
Regent Peak Wealth Advisors
Georgia
$246K 4,600 +2,310 +101%
LFG
721
Larson Financial Group
Missouri
$244K 4,575 +2,388 +109%
TFA
722
Triad Financial Advisors
North Carolina
$241K 4,510 +2,255 +100%
CWM
723
C2C Wealth Management
Arizona
$241K 4,582 +2,291 +100%
VHAM
724
Van Hulzen Asset Management
California
$240K 4,498 +2,148 +91%
PK
725
Pflug Koory
Nebraska
$237K 4,436 +2,218 +100%
27 28
29
30 31