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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
$1.37B
2
AWM
AE Wealth Management
Kansas
$28.8M
3
HCM
Hengehold Capital Management
Ohio
$103M
4
WAG
Winthrop Advisory Group
Massachusetts
$15.2M
5
HWM
HB Wealth Management
Georgia
$93.5M

Top Sellers

1
CJFS
Coulter & Justus Financial Services
Tennessee
$0
2
BF
Brooklyn FI
New York
$1.88M
3
MFRM
Milliman Financial Risk Management
Illinois
$142M
4
FANJ
Financial Architects (New Jersey)
New Jersey
$0
5
SCM
SCS Capital Management
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
776
O'Dell Group
Ohio
$47K – – –
CA
777
Clearstead Advisors
Ohio
$47K +$2.81K +192 +6%
NG
778
NWK Group
California
$47K +$6.09K +411 +15%
PGAM
779
Princeton Global Asset Management
New Jersey
$45K – – –
WT
780
Whittier Trust
California
$44K – – –
HFS
781
Hantz Financial Services
Michigan
$44K +$175 +12 +0.4%
OSAM
782
O'Shaughnessy Asset Management
Connecticut
$44K +$19.9K +1,359 +83%
PO
783
Private Ocean
California
$43K -$6.89K -477 -14%
CWC
784
Carolinas Wealth Consulting
North Carolina
$42K +$7.34K +492 +21%
CTC
785
Central Trust Company
Missouri
$40K – – –
HRC
786
Hoertkorn Richard Charles
$40K – – –
JFA
787
JNBA Financial Advisors
Minnesota
$40K +$21.5K +1,476 +116%
TFM
788
TFC Financial Management
Massachusetts
$34K – – –
LWANC
789
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K +$4.02K +270 +14%
PFBT
790
Parkside Financial Bank & Trust
Missouri
$31K +$44 +3 +0.1%
SWM
791
Selective Wealth Management
Virginia
$31K +$131 +9 +0.4%
MCM
792
Manchester Capital Management
Vermont
$28K – – –
NIC
793
Northwest Investment Counselors
Oregon
$28K – – –
FHA
794
First Horizon Advisors
Tennessee
$28K +$28K +1,905 New
TFP
795
Tilia Fiduciary Partners
North Carolina
$27K -$132 -9 -0.5%
CWM
796
Curi Wealth Management
North Carolina
$27K – – –
SC
797
Sierra Capital
Florida
$27K +$27K +1,800 New
CDIA
798
Capital Directions Investment Advisors
Georgia
$26K – – –
TVWM
799
Tower View Wealth Management
Wisconsin
$25K -$5.46K -369 -18%
WAM
800
Worth Asset Management
Texas
$25K – – –
30 31
32
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