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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
14.06%
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 %
OSAM
826
O'Shaughnessy Asset Management
Connecticut
$29K 548 +274 +100%
RA
827
Resolute Advisors
California
$28K 516 -1,170 -69%
NFSG
828
Newbridge Financial Services Group
Florida
$28K 518 +201 +63%
OFG
829
Oxford Financial Group
Indiana
$27K 506 +253 +100%
WAM
830
Worth Asset Management
Texas
$27K 580 +580 New
GWM
831
Geneos Wealth Management
Colorado
$26K 488 +245 +101%
CCM
832
Covington Capital Management
California
$25K 466 +233 +100%
WWM
833
Wolff Wiese Magana
California
$25K 466 +234 +101%
PCG
834
Private Capital Group
Connecticut
$24K 452 +226 +100%
MCA
835
Maryland Capital Advisors
Maryland
$23K 432 +208 +93%
JFA
836
JNBA Financial Advisors
Minnesota
$23K 424 +208 +96%
TWA
837
TCI Wealth Advisors
Arizona
$23K 429 +210 +96%
GWANC
838
Guardian Wealth Advisors (North Carolina)
North Carolina
$23K 424 +333 +366%
GA
839
GoalVest Advisory
New York
$22K 412 +412 New
CFD
840
Creative Financial Designs
Indiana
$21K 400 +200 +100%
JGIA
841
Jackson Grant Investment Advisers
Connecticut
$21K 400 +201 +101%
RDIA
842
RE Dickinson Investment Advisors
Iowa
$21K 388 +203 +110%
BCMLT
843
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K 400 +400 New
JMF
844
Johnson Midwest Financial
Iowa
$20K 370 +185 +100%
SC
845
Schubert & Co
Texas
$20K 372 +186 +100%
GI
846
Gradient Investments
Minnesota
$20K 374 +187 +100%
BCM
847
Blume Capital Management
California
$20K 367 +228 +164%
AWM
848
Aberdeen Wealth Management
Illinois
$19K 350 +175 +100%
LC
849
Lindbrook Capital
California
$17K 327 +164 +101%
PWM
850
Provident Wealth Management
Tennessee
$17K 325 +325 New
32 33
34
35 36