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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 %
WANY
901
Wealthspire Advisors (New York)
New York
– – -5,537 Closed
BOS
902
Bingham Osborn & Scarborough
California
– – -2,621 Closed
CCT
903
Country Club Trust
Missouri
– – -2,514 Closed
PCA
904
Pallas Capital Advisors
Massachusetts
– – -2,360 Closed
RWM
905
Ritholtz Wealth Management
New York
– – -2,175 Closed
CCP
906
Cassia Capital Partners
North Carolina
– – -2,069 Closed
DOA
907
D'Orazio & Associates
Virginia
– – -1,663 Closed
BMD
908
Better Money Decisions
New Mexico
– – -1,545 Closed
CDIA
909
Capital Directions Investment Advisors
Georgia
– – -187 Closed
NL
910
NVWM LLC
Pennsylvania
$0 1 -159 -99%
Barclays
911
Barclays
United Kingdom
– – -107 Closed
JCM
912
Jacobi Capital Management
Pennsylvania
– – -100 Closed
APWA
913
Atlas Private Wealth Advisors
New Jersey
– – -13 Closed
CA
914
Centerpoint Advisors
Massachusetts
– – -1 Closed
CG
915
Cutler Group
California
– – – –
Group One Trading
916
Group One Trading
Illinois
– – – –
Simplex Trading
917
Simplex Trading
Illinois
– – – –
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