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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 %
SIAP
776
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$170K 1,504 – –
AIM
777
Acropolis Investment Management
Missouri
$169K 1,492 +248 +20%
ACA
778
Aptus Capital Advisors
Alabama
$156K 1,377 +34 +3%
TWP
779
TFO Wealth Partners
Ohio
$148K 1,336 – –
PFGIA
780
Patriot Financial Group Insurance Agency
Massachusetts
$142K 1,254 +1,254 New
SWA
781
Sutton Wealth Advisors
Florida
$139K 1,234 -209 -14%
MWA
782
Moser Wealth Advisors
Washington
$132K 1,164 +1 +0.1%
PFSC
783
Peoples Financial Services Corp
Pennsylvania
$130K 1,150 – –
BW
784
Bison Wealth
Georgia
$129K 1,146 -688 -38%
SIC
785
SJS Investment Consulting
Ohio
$127K 1,125 +1,125 New
CFGS
786
Concourse Financial Group Securities
Alabama
$124K 1,095 – –
BC
787
Burleson & Co
California
$124K 1,094 +3 +0.3%
SPIA
788
Steward Partners Investment Advisory
New York
$123K 1,089 -397 -27%
AWM
789
Abound Wealth Management
Tennessee
$123K 1,085 +1,085 New
Citigroup
790
Citigroup
New York
$121K 1,074 -390 -27%
PCFFS
791
Pacific Center for Financial Services
California
$120K 1,059 +3 +0.3%
LB
792
Legacy Bridge
Iowa
$116K 1,025 – –
HPC
793
HM Payson & Co
Maine
$110K 971 – –
HS
794
Horan Securities
United States
$104K 920 +920 New
FPB
795
First PREMIER Bank
South Dakota
$102K 903 – –
TSWM
796
Tyler-Stone Wealth Management
Ohio
$99K 880 +880 New
ME
797
McIlrath & Eck
Washington
$85K 753 – –
SW
798
SVB Wealth
Massachusetts
$85K 757 +221 +41%
FAG
799
Fortitude Advisory Group
Washington
$81K 720 +720 New
EWM
800
Elmwood Wealth Management
California
$76K 675 +675 New
30 31
32
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