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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.

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
1
UBS AM
Illinois
$108M
2
FANJ
2
Financial Architects (New Jersey)
New Jersey
$22.1M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$39.6M
4
HWA
4
HHM Wealth Advisors
Tennessee
$60.6M
5
PA
5
PFG Advisors
Arizona
$4.91M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.11B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
Creative Planning
5
Creative Planning
Kansas
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
51
Morningstar Investment Services
Illinois
$23.2M +$2.88M +193,122 +14%
SFC
52
SYM Financial Corp
Indiana
$22.8M -$427K -30,498 -2%
FANJ
53
Financial Architects (New Jersey)
New Jersey
$22.1M +$22.1M +1,581,213 New
WA
54
WBH Advisory
Maryland
$20.8M +$1.03M +73,650 +5%
LFS
55
Legacy Financial Strategies
Kansas
$20.8M +$398K +28,404 +2%
Osaic Holdings
56
Osaic Holdings
Arizona
$20.7M -$47.2K -3,372 -0.2%
LPT
57
Legacy Private Trust
Wisconsin
$20.3M -$429K -30,651 -2%
EE
58
EWG Elevate
California
$20.1M +$19.4K +1,383 +0.1%
AI
59
Accredited Investors
Minnesota
$20.1M -$667K -47,640 -3%
BC
60
Bartlett & Co
Ohio
$18.8M +$35.8K +2,559 +0.2%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$18.8M +$35.8K +2,559 +0.2%
SA
62
Strategic Advisors
New York
$18.8M +$245K +17,502 +1%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$18.3M +$934K +66,708 +5%
Wells Fargo
64
Wells Fargo
California
$17.9M -$165K -11,766 -0.9%
UBS Group
65
UBS Group
Switzerland
$17.6M -$558K -39,885 -3%
TI
66
Truepoint Inc
Ohio
$17.6M -$18.1K -1,293 -0.1%
JIP
67
Jaffetilchin Investment Partners
Florida
$17.4M +$156K +11,139 +0.9%
BCMO
68
Buckingham Capital Management (Ohio)
Ohio
$17.1M +$888K +63,414 +5%
CCA
69
Cobblestone Capital Advisors
New York
$16.4M -$458K -32,703 -3%
PAM
70
Pegasus Asset Management
New York
$15.9M +$191K +13,671 +1%
AIS
71
American Investment Services
Massachusetts
$15.4M +$557K +39,783 +4%
SFG
72
Sunburst Financial Group
Alabama
$15.3M +$128K +9,123 +0.8%
GB
73
Goepper Burkhardt
South Carolina
$15.3M -$113K -8,103 -0.7%
DLCIG
74
D.L. Carlson Investment Group
New Hampshire
$15.2M +$2.42M +172,896 +19%
RBC
75
Roble Belko & Company
Pennsylvania
$15.1M +$33.8K +2,415 +0.2%
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