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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 %
FPB
751
First PREMIER Bank
South Dakota
$62K -$1.69K -120 -3%
OSAM
752
O'Shaughnessy Asset Management
Connecticut
$59K +$16.7K +1,185 +39%
WT
753
Whittier Trust
California
$59K +$16.8K +1,191 +40%
BWM
754
BerganKDV Wealth Management
Minnesota
$58K +$3.36K +240 +6%
CA
755
Clearstead Advisors
Ohio
$58K +$13.2K +951 +30%
ODG
756
O'Dell Group
Ohio
$51K +$6.08K +432 +14%
CWM
757
Cedar Wealth Management
California
$50K – – –
GWS
758
Glassman Wealth Services
Virginia
$50K – – –
FSWA
759
Financial Synergies Wealth Advisors
Texas
$48.9K +$126 +9 +0.3%
FA
760
Fortis Advisors
Pennsylvania
$48K – – –
PO
761
Private Ocean
California
$48K +$6.81K +492 +17%
FA
762
Flagstar Advisors
New York
$46.5K +$46.5K +3,318 New
MAWCM
763
Mine & Arao Wealth Creation & Management
California
$46K – – –
MCM
764
MV Capital Management
Maryland
$44K – – –
NG
765
NWK Group
California
$44K – – –
PGAM
766
Princeton Global Asset Management
New Jersey
$43K – – –
HFS
767
Hantz Financial Services
Michigan
$42K +$166 +12 +0.4%
CWC
768
Carolinas Wealth Consulting
North Carolina
$40K +$1.04K +75 +3%
CTC
769
Central Trust Company
Missouri
$38K – – –
JFA
770
JNBA Financial Advisors
Minnesota
$38K – – –
HRC
771
Hoertkorn Richard Charles
$38K – – –
TFM
772
TFC Financial Management
Massachusetts
$32K – – –
LS
773
Leelyn Smith
Illinois
$32K +$32K +2,301 New
LWANC
774
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
PFBT
775
Parkside Financial Bank & Trust
Missouri
$30K +$42 +3 +0.1%
29 30
31
32 33