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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 %
FHB
876
First Hawaiian Bank
Hawaii
– -$1.58M -88,578 Closed
DSN
877
D. Scott Neal
Kentucky
– -$1.33M -74,724 Closed
ICM
878
Infini Capital Management
Hong Kong
– -$920K -51,690 Closed
ACP
879
Aveo Capital Partners
Colorado
– -$709K -39,834 Closed
CCM
880
Ciovacco Capital Management
Georgia
– -$670K -37,629 Closed
WJA
881
Willis Johnson & Associates
Texas
– -$581K -32,652 Closed
VT
882
Vise Technologies
New York
– -$564K -31,707 Closed
I2I
883
Insight 2811 Inc
Illinois
– -$545K -30,600 Closed
TI
884
Trexquant Investment
Connecticut
– -$454K -25,497 Closed
FCH
885
Freestone Capital Holdings
Washington
– -$401K -22,545 Closed
MOS
886
MGO One Seven
Ohio
– -$396K -22,254 Closed
NP
887
NorthRock Partners
Minnesota
– -$385K -21,639 Closed
PWSG
888
Pacific Wealth Strategies Group
California
– -$375K -21,060 Closed
AssetMark Inc
889
AssetMark Inc
California
– -$366K -20,592 Closed
RVPG
890
Relative Value Partners Group
– -$364K -20,475 Closed
CWM
891
Congress Wealth Management
Massachusetts
– -$353K -19,818 Closed
SFS
892
Solitude Financial Services
Virginia
– -$310K -17,403 Closed
PAM
893
Premier Asset Management
Illinois
– -$308K -17,310 Closed
CNC
894
Canandaigua National Corp
New York
– -$283K -15,900 Closed
LWM
895
Liberty Wealth Management
California
– -$281K -15,843 Closed
ACA
896
Affinity Capital Advisors
California
– -$266K -14,928 Closed
CWM
897
Cadence Wealth Management
Massachusetts
– -$261K -14,679 Closed
BST
898
Bath Savings Trust
Maine
– -$260K -14,598 Closed
ML
899
McAdam LLC
Pennsylvania
– -$258K -14,493 Closed
WFS
900
Walker Financial Services
Kentucky
– -$248K -13,947 Closed
34 35
36
37 38