SCHB icon

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 %
SAM
751
Silvercrest Asset Management
New York
$222K 1,969 +7 +0.4%
SG
752
StoneX Group
New York
$220K 1,948 +1,948 New
VWM
753
Vigilare Wealth Management
Arizona
$219K 1,938 – –
RP
754
Riverwater Partners
Wisconsin
$219K 1,936 +1,936 New
SB
755
Strategic Blueprint
Georgia
$217K 1,916 +1,916 New
MAM
756
Mastrapasqua Asset Management
Tennessee
$216K 1,913 +1,913 New
BRWM
757
B. Riley Wealth Management
Tennessee
$209K 1,845 +1,845 New
RIM
758
Regent Investment Management
Kentucky
$209K 1,853 +1,853 New
TFS
759
Thoroughbred Financial Services
Tennessee
$208K 1,848 +1,848 New
CS
760
Capital Square
Tennessee
$206K 1,859 +1,859 New
WI
761
Wedgewood Investors
Pennsylvania
$204K 1,802 -332 -16%
Bessemer Group
762
Bessemer Group
New Jersey
$203K 1,796 +1,750 +3,804%
AC
763
Apella Capital
Connecticut
$203K 1,795 +1,795 New
CA
764
Carson Advisory
Georgia
$203K 1,800 +1,800 New
SFP
765
Sterling Financial Planning
New Jersey
$202K 1,788 +7 +0.4%
CIM
766
Chapman Investment Management
California
$201K 1,780 +1,780 New
AC
767
Alley Company
Illinois
$201K 1,781 +1,781 New
CPP
768
Capasso Planning Partners
South Carolina
$200K 1,774 +1,774 New
FCA
769
FinTrust Capital Advisors
South Carolina
$199K 1,764 – –
AFG
770
Albion Financial Group
Utah
$199K 1,761 +5 +0.3%
RA
771
Resolute Advisors
California
$191K 1,686 +6 +0.4%
IRC
772
Investors Research Corp
Georgia
$188K 1,667 – –
CIA
773
Choate Investment Advisors
Massachusetts
$182K 1,613 – –
JPMorgan Chase & Co
774
JPMorgan Chase & Co
New York
$178K 1,579 -220 -12%
AIA
775
Armor Investment Advisors
North Carolina
$171K 1,511 +74 +5%
29 30
31
32 33