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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.

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

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.11B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
AIP
Almanack Investment Partners
Pennsylvania
$0
4
BHB
Bank Hapoalim BM
Israel
$0
5
Creative Planning
Creative Planning
Kansas
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
726
Investors Research Corp
Georgia
$140K – – –
SIC
727
SJS Investment Consulting
Ohio
$124K +$124K +8,880 New
ACA
728
Aptus Capital Advisors
Alabama
$120K -$27.6K -1,971 -19%
GWANC
729
Guardian Wealth Advisors (North Carolina)
North Carolina
$120K -$27.6K -1,971 -19%
AWM
730
Abound Wealth Management
Tennessee
$118K -$1.66M -118,707 -93%
AIA
731
Armor Investment Advisors
North Carolina
$116K – – –
TWP
732
TFO Wealth Partners
Ohio
$112K – – –
SWA
733
Sutton Wealth Advisors
Florida
$104K +$168 +12 +0.2%
SC
734
Stephens Consulting
Michigan
$98.4K +$98.4K +7,032 New
PFSC
735
Peoples Financial Services Corp
Pennsylvania
$97K – – –
SPIA
736
Steward Partners Investment Advisory
New York
$94K -$1.35K -96 -1%
Citigroup
737
Citigroup
New York
$92K – – –
TF
738
Tompkins Financial
New York
$91K – – –
PCFFS
739
Pacific Center for Financial Services
California
$90K +$293 +21 +0.3%
EW
740
Element Wealth
Mississippi
$87K +$73.4K +5,253 +540%
LB
741
Legacy Bridge
Iowa
$86K – – –
Group One Trading
742
Group One Trading
Illinois
$84K +$84K +6,006 New
MAM
743
Marquette Asset Management
Minnesota
$83K +$83K +5,946 New
HPC
744
HM Payson & Co
Maine
$82K – – –
CFGS
745
Concourse Financial Group Securities
Alabama
$79K – – –
SWM
746
Selective Wealth Management
Virginia
$75K +$45K +3,195 +150%
TSWM
747
Tyler-Stone Wealth Management
Ohio
$74K – – –
CAAS
748
Capital Asset Advisory Services
Michigan
$64K +$8.49K +609 +15%
First Manhattan
749
First Manhattan
New York
$63K – – –
ME
750
McIlrath & Eck
Washington
$63K – – –
28 29
30
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