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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 %
BCMLT
801
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K – – –
RDIA
802
RE Dickinson Investment Advisors
Iowa
$18K +$855 +60 +5%
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K +$18K +1,254 New
CFD
804
Creative Financial Designs
Indiana
$17K – – –
JGIA
805
Jackson Grant Investment Advisers
Connecticut
$17K +$84 +6 +0.5%
CWA
806
Core Wealth Advisors
Florida
$16K -$50.5K -3,600 -76%
SC
807
Schubert & Co
Texas
$16K – – –
AWM
808
AllSquare Wealth Management
New York
$16K – – –
GI
809
Gradient Investments
Minnesota
$16K – – –
BCM
810
Blume Capital Management
California
$15K – – –
AWM
811
Aberdeen Wealth Management
Illinois
$15K – – –
HWMA
812
Heritage Wealth Management (Arizona)
Arizona
$15K – – –
TCOV
813
Trust Company of Vermont
Vermont
$15K +$15K +1,056 New
TFP
814
Tilia Fiduciary Partners
North Carolina
$14K -$12.3K -861 -47%
LC
815
Lindbrook Capital
California
$14K -$6.26K -441 -31%
PWM
816
Provident Wealth Management
Tennessee
$14K -$5.63K -396 -29%
IAMOG
817
Investors Asset Management of Georgia
Georgia
$14K +$43 +3 +0.3%
OPW
818
Oxler Private Wealth
New York
$11.3K – – –
LF
819
Lee Financial
Texas
$10K – – –
NFSG
820
Newbridge Financial Services Group
Florida
$10K – – –
FP
821
Financial Perspectives
Minnesota
$9.83K – – –
TRCT
822
Tower Research Capital (TRC)
New York
$9K -$8.56K -588 -49%
PCA
823
Providence Capital Advisors
North Carolina
$9K – – –
GA
824
GoalVest Advisory
New York
$9K – – –
AFS
825
Annapolis Financial Services
Maryland
$9K – – –
31 32
33
34 35