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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 %
JMF
851
Johnson Midwest Financial
Iowa
$21K 185 – –
RDIA
852
RE Dickinson Investment Advisors
Iowa
$21K 185 +185 New
SC
853
Schubert & Co
Texas
$21K 186 +186 New
AWM
854
Aberdeen Wealth Management
Illinois
$20K 175 +175 New
LC
855
Lindbrook Capital
California
$18K 163 +163 New
DHGWA
856
Dixon Hughes Goodman Wealth Advisors
North Carolina
$17K 148 +148 New
BCM
857
Blume Capital Management
California
$16K 139 -118 -46%
BWA
858
BDO Wealth Advisors
Florida
$15K 130 – –
CWS
859
Confluence Wealth Services
Pennsylvania
$14K 131 +131 New
PCA
860
Providence Capital Advisors
North Carolina
$13K 112 – –
LF
861
Lee Financial
Texas
$13K 114 – –
PA
862
PSI Advisors
Florida
$12K 104 +104 New
EWA
863
EverSource Wealth Advisors
Alabama
$12K 105 +105 New
CWA
864
Core Wealth Advisors
Florida
$11K 95 – –
CFA
865
Carroll Financial Associates
North Carolina
$10K 88 -11,206 -99%
LPP
866
Life Planning Partners
Florida
$10K 85 +85 New
GWANC
867
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K 91 +91 New
FP
868
Financial Perspectives
Minnesota
$9.38K 83 – –
BAM
869
Bellevue Asset Management
Washington
$8K 70 – –
GEA
870
Glen Eagle Advisors
New Jersey
$7.69K 68 +68 New
CFN
871
Cordasco Financial Network
Florida
$7K 61 – –
RF
872
Robbins Farley
New Hampshire
$7K 58 – –
HNB
873
Huntington National Bank
Ohio
– – – –
SL
874
Savior LLC
Massachusetts
$6K 53 +31 +141%
RCM
875
Regency Capital Management
Hawaii
$5K 45 -105 -70%
33 34
35
36 37