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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 %
DHGWA
851
Dixon Hughes Goodman Wealth Advisors
North Carolina
$16K 297 +149 +101%
TRCT
852
Tower Research Capital (TRC)
New York
$14K 253 -3,377 -93%
BWA
853
BDO Wealth Advisors
Florida
$14K 259 +129 +99%
MCC
854
Money Concepts Capital
Florida
$14K 268 +268 New
PCA
855
Providence Capital Advisors
North Carolina
$12K 224 +112 +100%
LF
856
Lee Financial
Texas
$12K 228 +114 +100%
NC
857
NewSquare Capital
Pennsylvania
$11K 200 – –
EWA
858
EverSource Wealth Advisors
Alabama
$11K 202 +97 +92%
IF
859
Integrity Financial
Wyoming
$11K 208 +208 New
CWA
860
Core Wealth Advisors
Florida
$10K 190 +95 +100%
WT
861
Washington Trust
Rhode Island
$10K 188 +188 New
HNB
862
Huntington National Bank
Ohio
– – – –
LPP
863
Life Planning Partners
Florida
$9K 170 +85 +100%
FP
864
Financial Perspectives
Minnesota
$8.86K 166 +83 +100%
BAM
865
Bellevue Asset Management
Washington
$8K 140 +70 +100%
CFN
866
Cordasco Financial Network
Florida
$7K 122 +61 +100%
RF
867
Robbins Farley
New Hampshire
$6K 112 +54 +93%
CMA
868
Cedar Mountain Advisors
Oregon
$5K 103 -109 -51%
SCA
869
Stonebridge Capital Advisors
Minnesota
$5K 86 +43 +100%
ZC
870
Zeit Capital
Colorado
$5K 90 +45 +100%
HCP
871
Hexagon Capital Partners
Arkansas
$5K 92 +92 New
FFA
872
Freedman Financial Associates
Massachusetts
$4K 68 +34 +100%
CAM
873
Costello Asset Management
Pennsylvania
$4K 78 +39 +100%
GWSG
874
GPS Wealth Strategies Group
Colorado
$4K 81 +48 +145%
TFA
875
Toth Financial Advisory
Virginia
$3K 62 +17 +38%
33 34
35
36 37