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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
14.06%
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 %
Wells Fargo
51
Wells Fargo
California
$29.9M 560,618 +361,866 +182%
FNC
52
First National Corp
Massachusetts
$29.4M 551,265 +236,046 +75%
LPL Financial
53
LPL Financial
California
$29.2M 547,522 +243,473 +80%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$29M 543,099 +271,486 +100%
SFC
55
SYM Financial Corp
Indiana
$28.8M 539,172 +204,974 +61%
Morgan Stanley
56
Morgan Stanley
New York
$28.3M 530,029 +278,004 +110%
JWS
57
Juncture Wealth Strategies
Arizona
$27.1M 507,541 +213,427 +73%
WWM
58
WT Wealth Management
Arizona
$27M 506,602 +267,037 +111%
AI
59
Accredited Investors
Minnesota
$26.8M 502,704 +252,551 +101%
LFS
60
Legacy Financial Strategies
Kansas
$25.3M 474,649 +248,433 +110%
SA
61
Strategic Advisors
New York
$25.3M 474,599 +208,400 +78%
EE
62
EWG Elevate
California
$24.5M 458,035 +239,622 +110%
LPT
63
Legacy Private Trust
Wisconsin
$24.3M 454,436 +223,640 +97%
WA
64
WBH Advisory
Maryland
$23.3M 463,120 +216,509 +88%
CG
65
Caprock Group
Idaho
$22.6M 422,372 +198,368 +89%
BC
66
Bartlett & Co
Ohio
$22.5M 421,364 +198,279 +89%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$22.5M 421,364 +198,279 +89%
TI
68
Truepoint Inc
Ohio
$22.4M 419,622 +208,174 +98%
UBS Group
69
UBS Group
Switzerland
$21.5M 402,946 +170,964 +74%
CCA
70
Cobblestone Capital Advisors
New York
$21.3M 399,607 +195,822 +96%
MIS
71
Morningstar Investment Services
Illinois
$20.2M 372,594 +236,479 +174%
BCMO
72
Buckingham Capital Management (Ohio)
Ohio
$20M 373,851 +190,597 +104%
GB
73
Goepper Burkhardt
South Carolina
$20M 373,823 +182,947 +96%
OAJ
74
Ogorek Anthony Joseph
New York
$19.8M 370,993 +12,051 +3%
PAM
75
Pegasus Asset Management
New York
$19.7M 368,369 +186,586 +103%
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