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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 %
TFS
751
Thoroughbred Financial Services
Tennessee
$207K 3,882 +2,034 +110%
GFP
752
Guardian Financial Partners
California
$204K 4,074 +1,989 +95%
MAM
753
Mastrapasqua Asset Management
Tennessee
$203K 3,803 +1,890 +99%
BIAS
754
Beacon Investment Advisory Services
New Jersey
$201K 3,760 +3,760 New
Bessemer Group
755
Bessemer Group
New Jersey
$192K 3,592 +1,796 +100%
FCA
756
FinTrust Capital Advisors
South Carolina
$189K 3,528 +1,764 +100%
AFG
757
Albion Financial Group
Utah
$189K 3,531 +1,770 +101%
IRC
758
Investors Research Corp
Georgia
$178K 3,333 +1,666 +100%
CIA
759
Choate Investment Advisors
Massachusetts
$172K 3,226 +1,613 +100%
ACA
760
Aptus Capital Advisors
Alabama
$172K 3,214 +1,837 +133%
MFT
761
Moisand Fitzgerald Tamayo
Florida
$167K 3,122 +439 +16%
AIA
762
Armor Investment Advisors
North Carolina
$162K 3,028 +1,517 +100%
SIAP
763
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$161K 3,009 +1,505 +100%
AIM
764
Acropolis Investment Management
Missouri
$159K 2,983 +1,491 +100%
PFGIA
765
Patriot Financial Group Insurance Agency
Massachusetts
$158K 2,968 +1,714 +137%
TWP
766
TFO Wealth Partners
Ohio
$143K 2,672 +1,336 +100%
AWM
767
Abound Wealth Management
Tennessee
$141K 2,643 +1,558 +144%
PCA
768
Permit Capital Advisors
Pennsylvania
$136K 2,591 +2,591 New
SWA
769
Sutton Wealth Advisors
Florida
$132K 2,468 +1,234 +100%
MWA
770
Moser Wealth Advisors
Washington
$124K 2,327 +1,163 +100%
PFSC
771
Peoples Financial Services Corp
Pennsylvania
$123K 2,300 +1,150 +100%
SPIA
772
Steward Partners Investment Advisory
New York
$120K 2,244 +1,155 +106%
BW
773
Bison Wealth
Georgia
$118K 2,217 +1,071 +93%
BC
774
Burleson & Co
California
$117K 2,193 +1,099 +100%
Citigroup
775
Citigroup
New York
$117K 2,200 +1,126 +105%
29 30
31
32 33