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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 %
MCM
801
MV Capital Management
Maryland
$56K 1,054 +437 +71%
PGAM
802
Princeton Global Asset Management
New Jersey
$55K 1,024 +512 +100%
CA
803
Clearstead Advisors
Ohio
$54K 1,007 +683 +211%
HFS
804
Hantz Financial Services
Michigan
$54K 1,003 +1,003 New
WT
805
Whittier Trust
California
$53K 1,000 +500 +100%
CTC
806
Central Trust Company
Missouri
$49K 910 +455 +100%
NG
807
NWK Group
California
$49K 920 +511 +125%
HRC
808
Hoertkorn Richard Charles
$48K 900 +450 +100%
PP
809
Pacifica Partners
Canada
$41K 400 +400 New
CWC
810
Carolinas Wealth Consulting
North Carolina
$41K 775 +433 +127%
TFM
811
TFC Financial Management
Massachusetts
$41K 772 +499 +183%
WFA
812
Wells Financial Advisors
Massachusetts
$40K 758 +306 +68%
JIR
813
James Investment Research
Ohio
$39K 723 +723 New
SWM
814
Selective Wealth Management
Virginia
$38K 708 +354 +100%
PFBT
815
Parkside Financial Bank & Trust
Missouri
$38K 711 +356 +100%
CP
816
Castleview Partners
Texas
$37K 694 -1,340 -66%
TVWM
817
Tower View Wealth Management
Wisconsin
$37K 686 +344 +101%
NIC
818
Northwest Investment Counselors
Oregon
$34K 631 +315 +100%
TFP
819
Tilia Fiduciary Partners
North Carolina
$33K 618 +309 +100%
MCM
820
Manchester Capital Management
Vermont
$33K 626 +313 +100%
LWANC
821
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K 626 +318 +103%
CWM
822
Curi Wealth Management
North Carolina
$32K 604 +604 New
NWM
823
Nauset Wealth Management
Connecticut
$31K 572 +572 New
CDIA
824
Capital Directions Investment Advisors
Georgia
$31K 578 +578 New
HWM
825
HighMark Wealth Management
Minnesota
$30K 565 +284 +101%
31 32
33
34 35