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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 %
IAMOG
826
Investors Asset Management of Georgia
Georgia
$14K +$14K +984 New
BWA
827
BDO Wealth Advisors
Florida
$11K – – –
FP
828
Financial Perspectives
Minnesota
$10.3K +$3.01K +204 +41%
CP
829
Castleview Partners
Texas
$10.2K -$7.46K -882 -42%
NFSG
830
Newbridge Financial Services Group
Florida
$10K -$11.9K -846 -54%
LF
831
Lee Financial
Texas
$10K – – –
PCA
832
Providence Capital Advisors
North Carolina
$10K – – –
GA
833
GoalVest Advisory
New York
$9K -$9.18K -624 -50%
NC
834
NewSquare Capital
Pennsylvania
$9K – – –
IF
835
Integrity Financial
Wyoming
$9K – – –
EWA
836
EverSource Wealth Advisors
Alabama
$9K +$175 +12 +2%
AFS
837
Annapolis Financial Services
Maryland
$9K +$9K +612 New
WT
838
Washington Trust
Rhode Island
$8K – – –
LPP
839
Life Planning Partners
Florida
$8K – – –
BBHC
840
Brown Brothers Harriman & Co
New York
$8K +$5.27K +348 +193%
FWM
841
Focused Wealth Management
New York
$7K -$775K -49,806 -99%
GWSG
842
GPS Wealth Strategies Group
Colorado
$7K +$3.5K +243 +100%
BAM
843
Bellevue Asset Management
Washington
$6K – – –
CWM
844
Castle Wealth Management
Florida
$6K +$6K +423 New
RF
845
Robbins Farley
New Hampshire
$5K -$45 -3 -0.9%
CFN
846
Cordasco Financial Network
Florida
$5K – – –
CMA
847
Cedar Mountain Advisors
Oregon
$5K – – –
CAM
848
Costello Asset Management
Pennsylvania
$5K +$1.46K +96 +41%
Qube Research & Technologies (QRT)
849
Qube Research & Technologies (QRT)
United Kingdom
$5K +$5K +327 New
ZC
850
Zeit Capital
Colorado
$4K – – –
32 33
34
35 36