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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 %
ARC
901
Advisor Resource Council
Texas
– – -5,980 Closed
CWM
902
Cahaba Wealth Management
Georgia
– – -5,421 Closed
AA
903
AF Advisors
California
– – -5,089 Closed
VCWA
904
Vanguard Capital Wealth Advisors
Colorado
– – -4,495 Closed
CAP
905
Columbia Advisory Partners
Washington
– – -4,138 Closed
BNP Paribas Financial Markets
906
BNP Paribas Financial Markets
France
– – -3,716 Closed
AR
907
Apeiron RIA
Texas
– – -3,676 Closed
FF
908
Friedenthal Financial
New Jersey
– – -2,910 Closed
VWA
909
Visionary Wealth Advisors
Illinois
– – -2,610 Closed
GGS
910
Galvin Gaustad & Stein
Arizona
– – -2,600 Closed
SFG
911
SevenBridge Financial Group
Pennsylvania
– – -2,552 Closed
PAM
912
Palisade Asset Management
Minnesota
– – -2,498 Closed
KL
913
KilterHowling LLC
Colorado
– – -2,340 Closed
MSR
914
Main Street Research
Connecticut
– – -2,230 Closed
SAM
915
SP Asset Management
California
– – -2,116 Closed
CPSAC
916
Chas P. Smith & Associates (CPS)
Florida
– – -2,050 Closed
Fisher Asset Management
917
Fisher Asset Management
Washington
– – -1,990 Closed
SAM
918
Silvercrest Asset Management
New York
– – -1,969 Closed
SB
919
Strategic Blueprint
Georgia
– – -1,916 Closed
CS
920
Capital Square
Tennessee
– – -1,859 Closed
RIM
921
Regent Investment Management
Kentucky
– – -1,853 Closed
BRWM
922
B. Riley Wealth Management
Tennessee
– – -1,845 Closed
WI
923
Wedgewood Investors
Pennsylvania
– – -1,802 Closed
CA
924
Carson Advisory
Georgia
– – -1,800 Closed
AC
925
Apella Capital
Connecticut
– – -1,795 Closed
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