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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 %
TFA
901
Triad Financial Advisors
North Carolina
– -$241K -13,530 Closed
VHAM
902
Van Hulzen Asset Management
California
– -$240K -13,494 Closed
MW
903
Marcum Wealth
Ohio
– -$236K -13,254 Closed
SG
904
StoneX Group
New York
– -$232K -13,059 Closed
RWM
905
Ritholtz Wealth Management
New York
– -$231K -12,960 Closed
MA
906
MONECO Advisors
Connecticut
– -$228K -12,798 Closed
FFWA
907
FRG Family Wealth Advisors
Washington
– -$223K -12,531 Closed
BO
908
BRR OpCo
Ohio
– -$222K -12,468 Closed
ACMA
909
Arbor Capital Management (Alaska)
Alaska
– -$218K -12,282 Closed
CPWM
910
Cypress Point Wealth Management
Texas
– -$218K -12,258 Closed
GD
911
Grandfield & Dodd
New York
– -$220K -12,222 Closed
GFP
912
Guardian Financial Partners
California
– -$204K -12,222 Closed
BIM
913
Baldwin Investment Management
Pennsylvania
– -$214 -12,000 Closed
BWA
914
BlueSky Wealth Advisors
North Carolina
– -$213K -11,958 Closed
TFS
915
Thoroughbred Financial Services
Tennessee
– -$207K -11,646 Closed
VWM
916
Vigilare Wealth Management
Arizona
– -$207K -11,634 Closed
RP
917
Riverwater Partners
Wisconsin
– -$207K -11,616 Closed
BIAS
918
Beacon Investment Advisory Services
New Jersey
– -$201K -11,280 Closed
AIM
919
Acropolis Investment Management
Missouri
– -$159K -8,949 Closed
Thrivent Financial for Lutherans
920
Thrivent Financial for Lutherans
Minnesota
– -$277K -7,356 Closed
T
921
TCWP
Ohio
– -$94K -5,325 Closed
SW
922
SVB Wealth
Massachusetts
– -$80K -4,542 Closed
FAG
923
Fortitude Advisory Group
Washington
– -$77K -4,320 Closed
PCG
924
Private Capital Group
Connecticut
– -$24K -1,356 Closed
PP
925
Pacifica Partners
Canada
– -$41K -1,200 Closed
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