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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 %
FCIM
876
Fairview Capital Investment Management
California
– -$317K -21,555 Closed
PFM
877
Parsec Financial Management
North Carolina
– -$316K -21,459 Closed
CCM
878
Compass Capital Management
Minnesota
– -$302K -20,532 Closed
RWA
879
River Wealth Advisors
Pennsylvania
– -$283K -19,179 Closed
MCM
880
MAI Capital Management
Ohio
– -$274K -18,582 Closed
PRWA
881
Platte River Wealth Advisors
Colorado
– -$246K -16,710 Closed
AIA
882
Alera Investment Advisors
Illinois
– -$242K -16,440 Closed
WANY
883
Wealthspire Advisors (New York)
New York
– -$238K -16,131 Closed
AFA
884
American Financial Advisors
Georgia
– -$232K -15,753 Closed
BFG
885
Berger Financial Group
Minnesota
– -$230K -15,621 Closed
NL
886
NWAM LLC
Washington
– -$224K -15,039 Closed
AWA
887
Arkadios Wealth Advisors
Georgia
– -$210K -14,229 Closed
AC
888
Apella Capital
Connecticut
– -$206K -14,010 Closed
KA
889
Klingman & Associates
New York
– -$206K -13,992 Closed
FBB
890
Fulton Breakefield Broenniman
Maryland
– -$204K -13,857 Closed
CIP
891
Capital Insight Partners
Arizona
– -$204K -13,818 Closed
AWC
892
Adamsbrown Wealth Consultants
Kansas
– -$203K -13,800 Closed
GLLW
893
Graves Light Lenhart Wealth
Virginia
– -$203K -13,800 Closed
PFGIA
894
Patriot Financial Group Insurance Agency
Massachusetts
– -$150K -10,197 Closed
BMD
895
Better Money Decisions
New Mexico
– -$137K -9,270 Closed
SIAP
896
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$133K -9,027 Closed
BW
897
Bison Wealth
Georgia
– -$98K -6,654 Closed
Jones Financial Companies
898
Jones Financial Companies
Missouri
– -$55K -3,723 Closed
CWP
899
Concord Wealth Partners
Virginia
– -$53K -3,573 Closed
CG
900
Cutler Group
California
– -$20K -1,380 Closed
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