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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 %
BCMO
76
Buckingham Capital Management (Ohio)
Ohio
$20.7M 183,254 -2,337 -1%
PAM
77
Pegasus Asset Management
New York
$20.5M 181,783 +93 +0.1%
MAS
78
Madden Advisory Services
Florida
$20.5M 181,359 -1,877 -1%
SFP
79
Strategic Financial Planning
Texas
$20.5M 181,242 -14,612 -7%
DW
80
Domani Wealth
Pennsylvania
$20.4M 180,765 -6,162 -3%
TWM
81
Tanglewood Wealth Management
Texas
$19.8M 175,364 +16,172 +10%
SFG
82
Sunburst Financial Group
Alabama
$19.4M 171,294 -22,809 -12%
AWM
83
Avior Wealth Management
Nebraska
$19M 168,493 -174,911 -51%
MFGP
84
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18M 158,896 +7,123 +5%
CHJWM
85
Carlton Hofferkamp & Jenks Wealth Management
Texas
$17.6M 171,745 +163 +0.1%
Cerity Partners
86
Cerity Partners
New York
$17.6M 155,895 +146,651 +1,586%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$16.9M 149,157 -6,308 -4%
GCA
88
Genesee Capital Advisors
New York
$16.6M 146,540 -3,116 -2%
DLCIG
89
D.L. Carlson Investment Group
New Hampshire
$15.9M 140,709 +5,961 +4%
MWP
90
Meridian Wealth Partners
Pennsylvania
$15.5M 136,870 +1,967 +1%
MIS
91
Morningstar Investment Services
Illinois
$15.4M 136,115 +50,804 +60%
SCM
92
Spreng Capital Management
Ohio
$15.4M 135,865 +6,129 +5%
AA
93
Ashford Advisors
New York
$15.3M 135,322 – –
ECM
94
Elgethun Capital Management
South Dakota
$15.2M 134,525 -66,378 -33%
TW
95
TrinityPoint Wealth
Connecticut
$15.2M 134,153 +847 +0.6%
VNA
96
Valley National Advisers
Pennsylvania
$15.1M 133,961 -2,070 -2%
ECML
97
Eagle Capital Management (Louisiana)
Louisiana
$15.1M 133,489 +2,754 +2%
PP
98
PrairieView Partners
Minnesota
$14.8M 131,231 -1,490 -1%
IAS
99
IMA Advisory Services
Colorado
$14.5M 128,655 -2,550 -2%
TWM
100
Tradition Wealth Management
Minnesota
$14.1M 125,133 -37 -0%
2 3
4
5 6