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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 %
WTC
701
WhitTier Trust Company
Nevada
$226K – – –
NL
702
NWAM LLC
Washington
$224K -$98.8K -6,633 -31%
OIA
703
Optimum Investment Advisors
Illinois
$224K – – –
LWM
704
Ledge Wealth Management
Minnesota
$223K – – –
AIM
705
Aurora Investment Managers
Florida
$222K +$1.2K +81 +0.5%
SWIM
706
Smallwood Wealth Investment Management
New Jersey
$220K +$220K +14,958 New
SSB
707
Sandy Spring Bank
Maryland
$216K +$88 +6 +0%
BFM
708
Broadview Financial Management
Wisconsin
$215K +$838 +57 +0.4%
BDWCC
709
B&D White Capital Company
Texas
$214K +$1.02K +69 +0.5%
PMFA
710
Plante Moran Financial Advisors
Michigan
$213K +$575 +39 +0.3%
CWM
711
C2C Wealth Management
Arizona
$211K +$138 +9 +0.1%
AWA
712
Arkadios Wealth Advisors
Georgia
$210K -$253K -17,148 -55%
CCP
713
Clarkston Capital Partners
Michigan
$208K -$11.9K -807 -5%
OCM
714
Osterweis Capital Management
California
$207K -$250K – –
HFA
715
HC Financial Advisors
California
$206K – – –
KA
716
Klingman & Associates
New York
$206K – – –
AC
717
Apella Capital
Connecticut
$206K +$206K +14,010 New
VFA
718
Valeo Financial Advisors
Indiana
$204K -$186K -12,597 -48%
CIP
719
Capital Insight Partners
Arizona
$204K – – –
FBB
720
Fulton Breakefield Broenniman
Maryland
$204K +$177 +12 +0.1%
MFT
721
Moisand Fitzgerald Tamayo
Florida
$204K +$65.9K +4,473 +48%
GLLW
722
Graves Light Lenhart Wealth
Virginia
$203K -$56.9K -3,870 -22%
AWC
723
Adamsbrown Wealth Consultants
Kansas
$203K – – –
TP
724
Tranquility Partners
Tennessee
$200K +$200K +13,578 New
QCMNJ
725
Quantum Capital Management (New Jersey)
New Jersey
$199K +$7.13K +483 +4%
27 28
29
30 31