SCHB icon

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 %
SWIM
701
Smallwood Wealth Investment Management
New Jersey
$209K – – –
UB
702
UMB Bank
Missouri
$206K -$167K -11,934 -45%
BFM
703
Broadview Financial Management
Wisconsin
$206K +$882 +63 +0.4%
SWM
704
Spire Wealth Management
Virginia
$205K -$246K -17,634 -55%
SSB
705
Sandy Spring Bank
Maryland
$205K +$126 +9 +0.1%
CWM
706
C2C Wealth Management
Arizona
$204K +$133 +9 +0.1%
SG
707
StoneX Group
New York
$200K +$200K +14,310 New
VCM
708
Versant Capital Management
Arizona
$200K -$63.7K -4,542 -24%
CCP
709
Clarkston Capital Partners
Michigan
$197K – – –
OCM
710
Osterweis Capital Management
California
$196K -$207K – –
QCMNJ
711
Quantum Capital Management (New Jersey)
New Jersey
$194K +$5.21K +372 +3%
PK
712
Pflug Koory
Nebraska
$186K – – –
BTI
713
Blue Trust Inc
Georgia
$185K -$34.3K -2,331 -16%
TCWA
714
Ten Capital Wealth Advisors
Washington
$185K – – –
PFP
715
Pinnacle Financial Partners
Tennessee
$183K – – –
Bessemer Group
716
Bessemer Group
New Jersey
$179K +$28.2K +2,016 +19%
MFT
717
Moisand Fitzgerald Tamayo
Florida
$178K -$15.5K -1,107 -8%
CIA
718
Choate Investment Advisors
Massachusetts
$177K – – –
DFC
719
DB Fitzpatrick & Co
Idaho
$174K -$12.8K -918 -7%
AC
720
AlphaCore Capital
California
$174K +$755 +54 +0.4%
HS
721
Horan Securities
United States
$168K +$53.3K +3,801 +46%
Qube Research & Technologies (QRT)
722
Qube Research & Technologies (QRT)
United Kingdom
$167K +$162K +11,640 +3,560%
CAL
723
Capital Analysts LLC
Pennsylvania
$166K +$671 +48 +0.4%
FCA
724
FinTrust Capital Advisors
South Carolina
$154K – – –
AFG
725
Albion Financial Group
Utah
$149K +$587 +42 +0.4%
27 28
29
30 31