SCHB icon

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 %
TFA
876
Toth Financial Advisory
Virginia
$5K 45 – –
ZC
877
Zeit Capital
Colorado
$5K 45 – –
SCA
878
Stonebridge Capital Advisors
Minnesota
$5K 43 – –
FFA
879
Freedman Financial Associates
Massachusetts
$4K 34 -100 -75%
CAM
880
Costello Asset Management
Pennsylvania
$4K 39 +9 +30%
GWSG
881
GPS Wealth Strategies Group
Colorado
$4K 33 +11 +50%
BHWM
882
Beaird Harris Wealth Management
Texas
$3K 29 +29 New
RDFA
883
Ritter Daniher Financial Advisory
Ohio
$2K 22 – –
EWM
884
Endurance Wealth Management
Rhode Island
$2K 15 – –
FCMA
885
Foresight Capital Management Advisors
Michigan
$2K 18 +18 New
MIM
886
Macroview Investment Management
Maryland
$1K 8 – –
AW
887
Avion Wealth
Texas
$1K 8 – –
POIA
888
Pin Oak Investment Advisors
Texas
$1K 6 – –
PP
889
PFS Partners
New Jersey
$573 5 +5 New
LWM
890
Liberty Wealth Management
California
– – -2,627 Closed
BIM
891
Baldwin Investment Management
Pennsylvania
$226 2,000 -39 -2%
GFPC
892
Global Financial Private Client
Florida
$113 1 – –
CP
893
Castleview Partners
Texas
$18 2,034 +2,034 New
BBHC
894
Brown Brothers Harriman & Co
New York
$3 30 – –
WI
895
WBI Investments
New Jersey
– – -77,267 Closed
SAM
896
Sawgrass Asset Management
Florida
– – -33,470 Closed
CWP
897
Capital Wealth Planning
Florida
– – -23,174 Closed
SBH
898
Segall Bryant & Hamill
Illinois
– – -15,619 Closed
GRP
899
Global Retirement Partners
California
– – -7,481 Closed
MA
900
MCF Advisors
Kentucky
– – -7,196 Closed
33 34 35
36
37