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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.

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
1
Wealthfront Advisers
California
$1.37B
2
AWM
2
AE Wealth Management
Kansas
$28.8M
3
HCM
3
Hengehold Capital Management
Ohio
$103M
4
WAG
4
Winthrop Advisory Group
Massachusetts
$15.2M
5
HWM
5
HB Wealth Management
Georgia
$93.5M

Top Sellers

1
CJFS
1
Coulter & Justus Financial Services
Tennessee
$0
2
BF
2
Brooklyn FI
New York
$1.88M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$142M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
SCM
5
SCS Capital Management
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
51
SYM Financial Corp
Indiana
$24.4M +$591K +40,131 +2%
Osaic Holdings
52
Osaic Holdings
Arizona
$21.9M -$716K -48,579 -3%
AI
53
Accredited Investors
Minnesota
$21.8M -$393K -26,652 -2%
LPT
54
Legacy Private Trust
Wisconsin
$21.8M +$1.71M +115,824 +8%
LFS
55
Legacy Financial Strategies
Kansas
$21.4M +$465K +31,554 +2%
WA
56
WBH Advisory
Maryland
$21.2M +$338K +22,515 +2%
EE
57
EWG Elevate
California
$21.1M +$872K +59,199 +4%
MIS
58
Morningstar Investment Services
Illinois
$20.3M +$3.69M +248,268 +22%
CG
59
Caprock Group
Idaho
$20.1M +$1.46M +99,294 +8%
BCWM
60
Bartlett & Co Wealth Management
Ohio
$19.8M +$1.17M +79,503 +6%
BC
61
Bartlett & Co
Ohio
$19.8M +$1.17M +79,503 +6%
SA
62
Strategic Advisors
New York
$19.5M -$1.47M -99,891 -7%
UBS Group
63
UBS Group
Switzerland
$19.1M +$1.29M +87,786 +7%
Wells Fargo
64
Wells Fargo
California
$19M -$5.76M -391,086 -23%
WWM
65
WT Wealth Management
Arizona
$18.9M -$3.52M -238,677 -16%
TI
66
Truepoint Inc
Ohio
$18.5M -$13.2K -897 -0.1%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$18.3M +$10.6M +720,363 +138%
JIP
68
Jaffetilchin Investment Partners
Florida
$18.1M -$719K -48,828 -4%
CCA
69
Cobblestone Capital Advisors
New York
$17.7M +$36.9K +2,508 +0.2%
BCMO
70
Buckingham Capital Management (Ohio)
Ohio
$17.1M +$575K +39,066 +3%
PAM
71
Pegasus Asset Management
New York
$16.6M +$300K +20,364 +2%
GB
72
Goepper Burkhardt
South Carolina
$16.2M -$351K -23,817 -2%
Cerity Partners
73
Cerity Partners
New York
$16.1M +$4.18M +283,590 +35%
SFG
74
Sunburst Financial Group
Alabama
$16M +$404K +27,399 +3%
RBC
75
Roble Belko & Company
Pennsylvania
$15.8M -$101K -6,825 -0.6%
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