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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 %
HWM
801
HighMark Wealth Management
Minnesota
$25K +$88 +6 +0.4%
RA
802
Resolute Advisors
California
$23K – – –
GWM
803
Geneos Wealth Management
Colorado
$23K +$1.33K +90 +6%
OFG
804
Oxford Financial Group
Indiana
$22K – – –
BCMLT
805
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
CCM
806
Covington Capital Management
California
$21K – – –
WWM
807
Wolff Wiese Magana
California
$21K +$90 +6 +0.4%
LC
808
Lindbrook Capital
California
$21K +$6.57K +447 +46%
BC
809
Burleson & Co
California
$20K -$75.3K -5,199 -79%
PWM
810
Provident Wealth Management
Tennessee
$20K +$5.87K +405 +42%
CG
811
Cutler Group
California
$20K +$20K +1,380 New
TWA
812
TCI Wealth Advisors
Arizona
$19K -$179 -12 -0.9%
MCA
813
Maryland Capital Advisors
Maryland
$19K – – –
CFD
814
Creative Financial Designs
Indiana
$18K – – –
JGIA
815
Jackson Grant Investment Advisers
Connecticut
$18K +$45 +3 +0.3%
TRCT
816
Tower Research Capital (TRC)
New York
$18K +$6.67K +447 +59%
KFI
817
Key Financial Inc
Pennsylvania
$18K +$18K +1,191 New
AWM
818
AllSquare Wealth Management
New York
$17K -$36.8K -2,478 -68%
GI
819
Gradient Investments
Minnesota
$17K – – –
JMF
820
Johnson Midwest Financial
Iowa
$16K – – –
SC
821
Schubert & Co
Texas
$16K – – –
BCM
822
Blume Capital Management
California
$16K +$43 +3 +0.3%
HWMA
823
Heritage Wealth Management (Arizona)
Arizona
$15.6K -$61.1K -4,146 -80%
AWM
824
Aberdeen Wealth Management
Illinois
$15K – – –
EW
825
Element Wealth
Mississippi
$14K +$14K +972 New
31 32
33
34 35