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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 %
JIP
76
Jaffetilchin Investment Partners
Florida
$19.6M 426,236 +171,202 +67%
DW
77
Domani Wealth
Pennsylvania
$19.3M 362,376 +181,611 +100%
MAS
78
Madden Advisory Services
Florida
$19.3M 362,257 +180,898 +100%
RBC
79
Roble Belko & Company
Pennsylvania
$19.2M 360,431 +161,752 +81%
SFG
80
Sunburst Financial Group
Alabama
$18.8M 351,931 +180,637 +105%
SIG
81
Spinnaker Investment Group
California
$18.4M 336,416 +140,615 +72%
AIS
82
American Investment Services
Massachusetts
$18.2M 340,260 +218,130 +179%
AWM
83
Avior Wealth Management
Nebraska
$18M 336,375 +167,882 +100%
CHJWM
84
Carlton Hofferkamp & Jenks Wealth Management
Texas
$17.9M 339,949 +168,204 +98%
SFP
85
Strategic Financial Planning
Texas
$17.2M 323,032 +141,790 +78%
MFGP
86
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.9M 315,636 +156,740 +99%
TWM
87
Tanglewood Wealth Management
Texas
$16.1M 301,205 +125,841 +72%
CCA
88
Column Capital Advisors
Indiana
$15M 281,531 +158,157 +128%
PP
89
PrairieView Partners
Minnesota
$15M 280,918 +149,687 +114%
DLCIG
90
D.L. Carlson Investment Group
New Hampshire
$15M 280,633 +139,924 +99%
GCA
91
Genesee Capital Advisors
New York
$14.9M 279,823 +133,283 +91%
BHB
92
Bank Hapoalim BM
Israel
$14.8M 278,000 +53,000 +24%
ECML
93
Eagle Capital Management (Louisiana)
Louisiana
$14.5M 272,140 +138,651 +104%
AA
94
Ashford Advisors
New York
$14.5M 270,644 +135,322 +100%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$14.4M 269,211 +152,345 +130%
ECM
96
Elgethun Capital Management
South Dakota
$14.4M 268,817 +134,292 +100%
MWP
97
Meridian Wealth Partners
Pennsylvania
$14.3M 268,727 +131,857 +96%
BBPWM
98
Blue Bell Private Wealth Management
Pennsylvania
$14.3M 268,592 +119,435 +80%
VNA
99
Valley National Advisers
Pennsylvania
$14.2M 265,593 +131,632 +98%
Cerity Partners
100
Cerity Partners
New York
$14.2M 270,767 +114,872 +74%
2 3
4
5 6