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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 %
CA
826
Clearstead Advisors
Ohio
$37K 324 +277 +589%
NFSG
827
Newbridge Financial Services Group
Florida
$36K 317 -12 -4%
NIC
828
Northwest Investment Counselors
Oregon
$36K 316 +316 New
LWANC
829
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K 308 -20 -6%
FHA
830
First Horizon Advisors
Tennessee
$35K 317 – –
MCM
831
Manchester Capital Management
Vermont
$35K 313 – –
TFP
832
Tilia Fiduciary Partners
North Carolina
$35K 309 +309 New
HWM
833
HighMark Wealth Management
Minnesota
$32K 281 +1 +0.4%
OSAM
834
O'Shaughnessy Asset Management
Connecticut
$31K 274 – –
TFM
835
TFC Financial Management
Massachusetts
$31K 273 – –
CFCI
836
Comprehensive Financial Consultants Institutional
Indiana
$31K 300 +300 New
OFG
837
Oxford Financial Group
Indiana
$29K 253 – –
GWM
838
Geneos Wealth Management
Colorado
$27K 243 +1 +0.4%
CCM
839
Covington Capital Management
California
$26K 233 -383 -62%
WWM
840
Wolff Wiese Magana
California
$26K 232 – –
PCG
841
Private Capital Group
Connecticut
$26K 226 – –
TWA
842
TCI Wealth Advisors
Arizona
$25K 219 -5 -2%
EIP
843
Ellis Investment Partners
Pennsylvania
$25K 228 +1 +0.4%
MCA
844
Maryland Capital Advisors
Maryland
$25K 224 +224 New
JFA
845
JNBA Financial Advisors
Minnesota
$24K 216 +4 +2%
CMA
846
Cedar Mountain Advisors
Oregon
$24K 212 +7 +3%
JGIA
847
Jackson Grant Investment Advisers
Connecticut
$23K 199 +1 +0.5%
NC
848
NewSquare Capital
Pennsylvania
$23K 200 +100 +100%
CFD
849
Creative Financial Designs
Indiana
$23K 200 +200 New
GI
850
Gradient Investments
Minnesota
$21K 187 -177 -49%
32 33
34
35 36