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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
14.05%
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 %
DFC
726
DB Fitzpatrick & Co
Idaho
$237K 4,440 +2,220 +100%
MW
727
Marcum Wealth
Ohio
$236K 4,418 +2,209 +100%
TCWA
728
Ten Capital Wealth Advisors
Washington
$235K 4,400 +2,200 +100%
MCM
729
MAI Capital Management
Ohio
$234K 4,374 +2,321 +113%
SG
730
StoneX Group
New York
$232K 4,353 +2,405 +123%
PWMAG
731
Pinnacle Wealth Management Advisory Group
New Jersey
$232K 4,343 +2,172 +100%
QCMNJ
732
Quantum Capital Management (New Jersey)
New Jersey
$231K 4,336 +2,092 +93%
RWM
733
Ritholtz Wealth Management
New York
$231K 4,320 +4,320 New
JWM
734
Janiczek Wealth Management
Colorado
$230K 4,300 +1,418 +49%
MA
735
MONECO Advisors
Connecticut
$228K 4,266 +2,133 +100%
PFP
736
Pinnacle Financial Partners
Tennessee
$224K 4,196 +2,098 +100%
FFWA
737
FRG Family Wealth Advisors
Washington
$223K 4,177 +2,088 +100%
BO
738
BRR OpCo
Ohio
$222K 4,156 +2,078 +100%
MWM
739
Midwest Wealth Management
Indiana
$221K 4,138 +2,069 +100%
AC
740
AlphaCore Capital
California
$220K 4,112 +2,039 +98%
GD
741
Grandfield & Dodd
New York
$220K 4,074 +2,077 +104%
CPWM
742
Cypress Point Wealth Management
Texas
$218K 4,086 +643 +19%
ACMA
743
Arbor Capital Management (Alaska)
Alaska
$218K 4,094 +2,047 +100%
CWA
744
Carolina Wealth Advisors
South Carolina
$217K 4,058 +1,924 +90%
BWA
745
BlueSky Wealth Advisors
North Carolina
$213K 3,986 +1,993 +100%
GW
746
GW & Wade
Massachusetts
$211K 3,944 +3,944 New
CAL
747
Capital Analysts LLC
Pennsylvania
$210K 3,929 +1,790 +84%
Fifth Third Bancorp
748
Fifth Third Bancorp
Ohio
$209K 3,913 +1,882 +93%
RP
749
Riverwater Partners
Wisconsin
$207K 3,872 +1,936 +100%
VWM
750
Vigilare Wealth Management
Arizona
$207K 3,878 +1,940 +100%
28 29
30
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