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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 %
IF
826
Integrity Financial
Wyoming
$9K – – –
EWA
827
EverSource Wealth Advisors
Alabama
$8K -$674 -48 -8%
NC
828
NewSquare Capital
Pennsylvania
$8K – – –
WT
829
Washington Trust
Rhode Island
$8K – – –
GWSG
830
GPS Wealth Strategies Group
Colorado
$8K +$1.52K +114 +23%
LPP
831
Life Planning Partners
Florida
$7.14K – – –
BBHC
832
Brown Brothers Harriman & Co
New York
$7K – – –
AW
833
Avion Wealth
Texas
$7K +$6.37K +489 +1,019%
CWM
834
Castle Wealth Management
Florida
$6K -$267 -18 -4%
FWM
835
Focused Wealth Management
New York
$6K – – –
BAM
836
Bellevue Asset Management
Washington
$6K – – –
RF
837
Robbins Farley
New Hampshire
$5K -$45 -3 -0.9%
CAM
838
Costello Asset Management
Pennsylvania
$5K +$217 +15 +5%
ZC
839
Zeit Capital
Colorado
$4K – – –
BEI
840
Benjamin Edwards Inc
Missouri
$4K +$44 +3 +1%
CMA
841
Cedar Mountain Advisors
Oregon
$4K +$38 +3 +1%
HCP
842
Hexagon Capital Partners
Arkansas
$4K +$43 +3 +1%
TFA
843
Toth Financial Advisory
Virginia
$3K – – –
WFA
844
Wells Financial Advisors
Massachusetts
$3K – – –
EA
845
Evolution Advisers
Virginia
$3K +$3K +252 New
BWA
846
BDO Wealth Advisors
Florida
$2K -$6.63K -597 -77%
RDFA
847
Ritter Daniher Financial Advisory
Ohio
$2K – – –
BHWM
848
Beaird Harris Wealth Management
Texas
$2K +$759 +66 +61%
EWM
849
Endurance Wealth Management
Rhode Island
$1K – – –
WTA
850
Washington Trust Advisors
Massachusetts
$1K +$1K +54 New
32 33
34
35 36