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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 %
BHWM
876
Beaird Harris Wealth Management
Texas
$3K 58 +29 +100%
BBHC
877
Brown Brothers Harriman & Co
New York
$3K 60 +30 +100%
EWM
878
Endurance Wealth Management
Rhode Island
$2K 30 +15 +100%
FCMA
879
Foresight Capital Management Advisors
Michigan
$2K 36 +18 +100%
RDFA
880
Ritter Daniher Financial Advisory
Ohio
$2K 44 +22 +100%
POIA
881
Pin Oak Investment Advisors
Texas
$1K 11 +5 +83%
MIM
882
Macroview Investment Management
Maryland
$1K 16 +8 +100%
AW
883
Avion Wealth
Texas
$1K 16 +8 +100%
OLVIG
884
Oliver Lagore Vanvalin Investment Group
Michigan
$1K 28 +28 New
NDSI
885
Newman Dignan & Sheerar Inc
Rhode Island
$700 13,104 +6,378 +95%
PP
886
PFS Partners
New Jersey
$543 10 +5 +100%
BIM
887
Baldwin Investment Management
Pennsylvania
$214 4,000 +2,000 +100%
GFPC
888
Global Financial Private Client
Florida
$107 2 +1 +100%
K
889
Kemper
Illinois
– – -112,360 Closed
PA
890
PFG Advisors
Arizona
– – -53,640 Closed
RCS
891
Retirement Capital Strategies
California
– – -49,467 Closed
BAM
892
Berkshire Asset Management
Pennsylvania
– – -30,348 Closed
OCG
893
Opus Capital Group
Ohio
– – -27,467 Closed
JWM
894
Jackson Wealth Management
Florida
– – -18,232 Closed
SC
895
Slow Capital
California
– – -15,066 Closed
SFS
896
Sowell Financial Services
Arkansas
– – -13,936 Closed
Renaissance Technologies
897
Renaissance Technologies
New York
– – -11,000 Closed
TSS
898
Two Sigma Securities
New York
– – -9,133 Closed
Canada Pension Plan Investment Board
899
Canada Pension Plan Investment Board
Ontario, Canada
– – -8,200 Closed
VDI
900
Vaughan David Investments
Illinois
– – -7,847 Closed
34 35
36
37 38