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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.

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
1
Wealthfront Advisers
California
$1.37B
2
AWM
2
AE Wealth Management
Kansas
$28.8M
3
HCM
3
Hengehold Capital Management
Ohio
$103M
4
WAG
4
Winthrop Advisory Group
Massachusetts
$15.2M
5
HWM
5
HB Wealth Management
Georgia
$93.5M

Top Sellers

1
CJFS
1
Coulter & Justus Financial Services
Tennessee
$0
2
BF
2
Brooklyn FI
New York
$1.88M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$142M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
SCM
5
SCS Capital Management
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
76
American Investment Services
Massachusetts
$15.6M +$590K +40,053 +4%
MAS
77
Madden Advisory Services
Florida
$15.5M -$491K -33,333 -3%
DW
78
Domani Wealth
Pennsylvania
$15.3M -$758K -51,489 -5%
WAG
79
Winthrop Advisory Group
Massachusetts
$15.2M +$15.2M +1,033,671 New
CHJWM
80
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.9M -$587K -38,601 -4%
AWM
81
Avior Wealth Management
Nebraska
$14.8M -$22K -1,494 -0.1%
HI
82
Harbour Investments
Wisconsin
$14.7M +$14.7M +997,761 New
MFGP
83
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.7M -$254K -17,271 -2%
SFP
84
Strategic Financial Planning
Texas
$13.7M -$604K -41,031 -4%
OAJ
85
Ogorek Anthony Joseph
New York
$13.5M -$2.84M -193,110 -17%
DLCIG
86
D.L. Carlson Investment Group
New Hampshire
$13.4M +$1.04M +70,674 +8%
MWP
87
Meridian Wealth Partners
Pennsylvania
$12.7M +$838K +56,865 +7%
JWS
88
Juncture Wealth Strategies
Arizona
$12.7M -$9.72M -659,919 -43%
PP
89
PrairieView Partners
Minnesota
$12.7M +$284K +19,290 +2%
FNC
90
First National Corp
Massachusetts
$12.5M -$11.8M -803,400 -49%
CCA
91
Column Capital Advisors
Indiana
$12.4M -$3.85K -261 -0%
SWM
92
SigFig Wealth Management
California
$12.4M -$1.07M -60,609 -8%
VNA
93
Valley National Advisers
Pennsylvania
$12.4M +$234K +15,393 +2%
IAS
94
IMA Advisory Services
Colorado
$12.3M +$1.07M +72,582 +10%
BHB
95
Bank Hapoalim BM
Israel
$12.3M – – –
SIG
96
Spinnaker Investment Group
California
$12.2M -$2.65M -179,613 -18%
AA
97
Ashford Advisors
New York
$12M – – –
IDA
98
Intelligence Driven Advisers
California
$11.9M +$1.88M +125,724 +19%
ECM
99
Elgethun Capital Management
South Dakota
$11.8M +$17.3K +1,182 +0.1%
GCA
100
Genesee Capital Advisors
New York
$11.8M -$555K -37,674 -4%
2 3
4
5 6