SCHB icon

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 %
NDSI
851
Newman Dignan & Sheerar Inc
Rhode Island
$606 +$27 +1,905 +5%
Bank of Montreal
852
Bank of Montreal
Ontario, Canada
$488 -$28 -1,830 -5%
PP
853
PFS Partners
New Jersey
$431 – – –
GEA
854
Glen Eagle Advisors
New Jersey
$168 – – –
GFPC
855
Global Financial Private Client
Florida
$86 – – –
JMF
856
Johnson Midwest Financial
Iowa
$16 – – –
CCWA
857
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$43.6M -2,958,912 Closed
AIP
858
Almanack Investment Partners
Pennsylvania
– -$40.6M -2,754,981 Closed
BHB
859
Bank Hapoalim BM
Israel
– -$12.3M -834,000 Closed
RWIA
860
Roger Wittlin Investment Advisory
California
– -$10.9M -740,790 Closed
OFW
861
Omnia Family Wealth
Florida
– -$6.85M -464,769 Closed
EFS
862
Econ Financial Services
Pennsylvania
– -$4.56M -309,240 Closed
E
863
Ergoteles
New York
– -$2.47M -167,577 Closed
EWA
864
EP Wealth Advisors
California
– -$1.88M -127,347 Closed
SEM
865
Strategic Equity Management
Arizona
– -$1.21M -82,398 Closed
Financial Engines Advisors
866
Financial Engines Advisors
California
– -$925K -62,814 Closed
PI
867
Pachira Investments
California
– -$909K -61,689 Closed
SHGA
868
Sand Hill Global Advisors
California
– -$716K -48,618 Closed
EFSCE
869
Enterprise Financial Services Corp (EFSC)
Missouri
– -$630K -42,750 Closed
ARC
870
Advisor Resource Council
Texas
– -$529K -35,880 Closed
BFA
871
Beacon Financial Advisory
Ohio
– -$512K -34,740 Closed
MAM
872
Mastrapasqua Asset Management
Tennessee
– -$479K -32,499 Closed
CF
873
Convergence Financial
Missouri
– -$425K -28,842 Closed
CS
874
Credit Suisse
Switzerland
– -$399K -27,102 Closed
PFA
875
Pathway Financial Advisors
Vermont
– -$368K -24,999 Closed
33 34
35
36 37