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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 %
HCP
851
Hexagon Capital Partners
Arkansas
$4K – – –
BEI
852
Benjamin Edwards Inc
Missouri
$4K +$4K +270 New
WFA
853
Wells Financial Advisors
Massachusetts
$3K -$32.5K -2,082 -92%
TFA
854
Toth Financial Advisory
Virginia
$3K – – –
BHWM
855
Beaird Harris Wealth Management
Texas
$2K -$1.22K -66 -38%
RDFA
856
Ritter Daniher Financial Advisory
Ohio
$2K – – –
IHWM
857
Iron Horse Wealth Management
Iowa
$2K +$2K +108 New
LFA
858
Level Financial Advisors
New York
$2K +$2K +138 New
EWM
859
Endurance Wealth Management
Rhode Island
$1K – – –
AW
860
Avion Wealth
Texas
$1K – – –
GSAM
861
Grant Street Asset Management
Pennsylvania
$885 +$23 +1,533 +3%
Bank of Montreal
862
Bank of Montreal
Ontario, Canada
$516 – +15 +0%
PP
863
PFS Partners
New Jersey
$451 – – –
GEA
864
Glen Eagle Advisors
New Jersey
$177 +$177 +12 New
GFPC
865
Global Financial Private Client
Florida
$89 – – –
RDIA
866
RE Dickinson Investment Advisors
Iowa
$18 +$1 +39 +3%
CJFS
867
Coulter & Justus Financial Services
Tennessee
– -$108M -6,075,435 Closed
FANJ
868
Financial Architects (New Jersey)
New Jersey
– -$30.4M -1,705,350 Closed
WI
869
WBI Investments
New Jersey
– -$9.98M -560,640 Closed
Citadel Advisors
870
Citadel Advisors
Florida
– -$4.04M -227,235 Closed
RT
871
Rockland Trust
Massachusetts
– -$3.98M -223,428 Closed
ADL
872
Asset Dedication LLC
California
– -$3.72M -209,565 Closed
Dimensional Fund Advisors
873
Dimensional Fund Advisors
Texas
– -$2.82M -158,655 Closed
HKIMG
874
Hutchens & Kramer Investment Management Group
Indiana
– -$1.73M -96,630 Closed
Susquehanna International Group
875
Susquehanna International Group
Pennsylvania
– -$1.72M -96,603 Closed
33 34
35
36 37