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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 %
JWS
51
Juncture Wealth Strategies
Arizona
$33.2M 294,114 -29,846 -9%
PIMG
52
Patriot Investment Management Group
Tennessee
$32.7M 289,391 +1,760 +0.6%
PRS
53
Pinkerton Retirement Specialists
Idaho
$31.4M 277,453 +9,161 +3%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$30.7M 271,613 -3,690 -1%
SA
55
Strategic Advisors
New York
$30.1M 266,199 -5,493 -2%
JIP
56
Jaffetilchin Investment Partners
Florida
$28.8M 255,034 +6,875 +3%
Truist Financial
57
Truist Financial
North Carolina
$28.8M 254,591 -9,653 -4%
Morgan Stanley
58
Morgan Stanley
New York
$28.5M 252,025 +32,153 +15%
AI
59
Accredited Investors
Minnesota
$28.3M 250,153 -3,933 -2%
WA
60
WBH Advisory
Maryland
$27.9M 246,611 +5,250 +2%
WWM
61
WT Wealth Management
Arizona
$27.1M 239,565 -2,999 -1%
UBS Group
62
UBS Group
Switzerland
$26.2M 231,982 +12,434 +6%
LPT
63
Legacy Private Trust
Wisconsin
$26.1M 230,796 -1,054 -0.5%
LFS
64
Legacy Financial Strategies
Kansas
$25.6M 226,216 +2,276 +1%
BHB
65
Bank Hapoalim BM
Israel
$25.4M 225,000 – –
CG
66
Caprock Group
Idaho
$25.3M 224,004 +2,567 +1%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$25.2M 223,085 -484 -0.2%
BC
68
Bartlett & Co
Ohio
$25.2M 223,085 -484 -0.2%
EE
69
EWG Elevate
California
$24.7M 218,413 +7,961 +4%
TI
70
Truepoint Inc
Ohio
$23.9M 211,448 -2,285 -1%
CCA
71
Cobblestone Capital Advisors
New York
$23M 203,785 -9,246 -4%
Wells Fargo
72
Wells Fargo
California
$22.5M 198,752 +856 +0.4%
RBC
73
Roble Belko & Company
Pennsylvania
$22.5M 198,679 -13,736 -6%
GB
74
Goepper Burkhardt
South Carolina
$21.6M 190,876 -2,368 -1%
SIG
75
Spinnaker Investment Group
California
$20.9M 195,801 +195,801 New
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