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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 %
MW
726
Marcum Wealth
Ohio
$250K 2,209 +2,209 New
TCWA
727
Ten Capital Wealth Advisors
Washington
$249K 2,200 – –
LFG
728
Larson Financial Group
Missouri
$247K 2,187 +19 +0.9%
PWMAG
729
Pinnacle Wealth Management Advisory Group
New Jersey
$245K 2,171 +2 +0.1%
MOS
730
MGO One Seven
Ohio
$243K 2,152 -341 -14%
VFA
731
Valeo Financial Advisors
Indiana
$243K 2,151 -38 -2%
CAL
732
Capital Analysts LLC
Pennsylvania
$242K 2,139 +7 +0.3%
CWA
733
Carolina Wealth Advisors
South Carolina
$241K 2,134 +335 +19%
PFP
734
Pinnacle Financial Partners
Tennessee
$237K 2,098 – –
FFWA
735
FRG Family Wealth Advisors
Washington
$236K 2,089 +1 +0%
GFP
736
Guardian Financial Partners
California
$236K 2,085 +2,085 New
GWA
737
Geometric Wealth Advisors
District of Columbia
$236K 2,090 +2,090 New
BO
738
BRR OpCo
Ohio
$235K 2,078 – –
AC
739
AlphaCore Capital
California
$234K 2,073 -581 -22%
MWM
740
Midwest Wealth Management
Indiana
$234K 2,069 – –
CPSAC
741
Chas P. Smith & Associates (CPS)
Florida
$232K 2,050 – –
MCM
742
MAI Capital Management
Ohio
$232K 2,053 +2,053 New
ACMA
743
Arbor Capital Management (Alaska)
Alaska
$231K 2,047 +2,047 New
Fifth Third Bancorp
744
Fifth Third Bancorp
Ohio
$230K 2,031 -266 -12%
GD
745
Grandfield & Dodd
New York
$230K 1,997 +1,997 New
ML
746
McAdam LLC
Pennsylvania
$229K 2,023 +2,023 New
SAM
747
SP Asset Management
California
$227K 2,116 – –
BWA
748
BlueSky Wealth Advisors
North Carolina
$225K 1,993 -502 -20%
Fisher Asset Management
749
Fisher Asset Management
Washington
$225K 1,990 +1,990 New
MA
750
MONECO Advisors
Connecticut
$224K 2,133 – –
28 29
30
31 32