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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
+$128M
2
AWM
AE Wealth Management
Kansas
+$28.5M
3
HCM
Hengehold Capital Management
Ohio
+$18.1M
4
WAG
Winthrop Advisory Group
Massachusetts
+$15.2M
5
HWM
HB Wealth Management
Georgia
+$11.5M

Top Sellers

1
CJFS
Coulter & Justus Financial Services
Tennessee
-$108M
2
BF
Brooklyn FI
New York
-$82.6M
3
MFRM
Milliman Financial Risk Management
Illinois
-$42.3M
4
FANJ
Financial Architects (New Jersey)
New Jersey
-$30.4M
5
SCM
SCS Capital Management
Massachusetts
-$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFC
726
DB Fitzpatrick & Co
Idaho
$197K +$443 +30 +0.2%
PK
727
Pflug Koory
Nebraska
$196K – – –
TCWA
728
Ten Capital Wealth Advisors
Washington
$194K – – –
PFP
729
Pinnacle Financial Partners
Tennessee
$192K +$6.8K +462 +4%
CIA
730
Choate Investment Advisors
Massachusetts
$186K +$43.5K +2,952 +31%
AC
731
AlphaCore Capital
California
$182K +$705 +48 +0.4%
LFG
732
Larson Financial Group
Missouri
$181K -$21.3K -1,446 -11%
CAL
733
Capital Analysts LLC
Pennsylvania
$174K +$618 +42 +0.4%
Fifth Third Bancorp
734
Fifth Third Bancorp
Ohio
$173K – – –
FCA
735
FinTrust Capital Advisors
South Carolina
$164K – – –
Bessemer Group
736
Bessemer Group
New Jersey
$159K – – –
AFG
737
Albion Financial Group
Utah
$157K +$488 +33 +0.3%
ACA
738
Aptus Capital Advisors
Alabama
$155K +$13.4K +909 +9%
GWANC
739
Guardian Wealth Advisors (North Carolina)
North Carolina
$155K +$136K +9,279 +729%
PFGIA
740
Patriot Financial Group Insurance Agency
Massachusetts
$150K +$19K +1,293 +15%
IRC
741
Investors Research Corp
Georgia
$147K – – –
JIR
742
James Investment Research
Ohio
$138K +$106K +7,194 +332%
BMD
743
Better Money Decisions
New Mexico
$137K +$137K +9,270 New
SIAP
744
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$133K – – –
AIA
745
Armor Investment Advisors
North Carolina
$122K -$11.8K -801 -9%
HS
746
Horan Securities
United States
$122K +$39.7K +2,661 +48%
TWP
747
TFO Wealth Partners
Ohio
$118K – – –
SWA
748
Sutton Wealth Advisors
Florida
$109K +$133 +9 +0.1%
MWA
749
Moser Wealth Advisors
Washington
$103K +$44 +3 +0%
PFSC
750
Peoples Financial Services Corp
Pennsylvania
$102K – – –
28 29
30
31 32