SCHB icon

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 %
SPIA
751
Steward Partners Investment Advisory
New York
$100K +$840 +57 +0.8%
BW
752
Bison Wealth
Georgia
$98K +$44 +3 +0%
Citigroup
753
Citigroup
New York
$96K -$836 -57 -0.9%
TF
754
Tompkins Financial
New York
$96K – – –
PCFFS
755
Pacific Center for Financial Services
California
$95K +$753 +51 +0.8%
LB
756
Legacy Bridge
Iowa
$91K – – –
HPC
757
HM Payson & Co
Maine
$86K – – –
CFGS
758
Concourse Financial Group Securities
Alabama
$83K – – –
TSWM
759
Tyler-Stone Wealth Management
Ohio
$78K – – –
CWA
760
Core Wealth Advisors
Florida
$70K +$61.6K +4,170 +732%
First Manhattan
761
First Manhattan
New York
$67K – – –
ME
762
McIlrath & Eck
Washington
$67K – – –
FPB
763
First PREMIER Bank
South Dakota
$67K +$2.49K +168 +4%
HR
764
Howe & Rusling
New York
$60K +$6.64K +447 +12%
EW
765
Evoke Wealth
California
$59K -$210K -14,307 -78%
CAAS
766
Capital Asset Advisory Services
Michigan
$59K +$133 +9 +0.2%
BWM
767
BerganKDV Wealth Management
Minnesota
$57K +$5.74K +393 +11%
Jones Financial Companies
768
Jones Financial Companies
Missouri
$55K +$55K +3,723 New
GWS
769
Glassman Wealth Services
Virginia
$53K – – –
CWM
770
Cedar Wealth Management
California
$53K – – –
CWP
771
Concord Wealth Partners
Virginia
$53K +$134 +9 +0.3%
FSWA
772
Financial Synergies Wealth Advisors
Texas
$51.4K +$51.4K +3,486 New
FA
773
Fortis Advisors
Pennsylvania
$50K +$50K +3,402 New
MAWCM
774
Mine & Arao Wealth Creation & Management
California
$48K +$177 +12 +0.4%
ODG
775
O'Dell Group
Ohio
$47K – – –
29 30
31
32 33