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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

854 hedge funds and large institutions have $6.21B invested in Schwab US Broad Market ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 336 increasing their positions, 322 reducing their positions, and 49 closing their positions.

Holders
854
Holders Change
-14
Holders Change %
-1.61%
% of All Funds
14.77%
Holding in Top 10
102
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.11%
% of All Funds
1.76%
New
46
Increased
336
Reduced
322
Closed
49
Calls
$17.6M
Puts
$3.93M
Net Calls
+$13.7M
Net Calls Change
-$2.42M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$108M
2
FANJ
2
Financial Architects (New Jersey)
New Jersey
$22.1M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$39.6M
4
HWA
4
HHM Wealth Advisors
Tennessee
$60.6M
5
PA
5
PFG Advisors
Arizona
$4.91M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.11B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
Creative Planning
5
Creative Planning
Kansas
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
76
Madden Advisory Services
Florida
$14.7M -$7.68K -549 -0.1%
HI
77
Harbour Investments
Wisconsin
$14.7M – – –
WAG
78
Winthrop Advisory Group
Massachusetts
$14.7M +$223K +15,954 +2%
WWM
79
WT Wealth Management
Arizona
$14.6M -$3.28M -234,687 -18%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$14.6M +$4.21M +301,005 +41%
CHJWM
81
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.3M -$82.9K -5,667 -0.6%
AWM
82
Avior Wealth Management
Nebraska
$14.2M +$65.2K +4,656 +0.5%
DW
83
Domani Wealth
Pennsylvania
$14.1M -$349K -24,945 -2%
FNC
84
First National Corp
Massachusetts
$13.8M +$1.9M +135,924 +16%
MFGP
85
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.5M +$489K +34,935 +4%
VNA
86
Valley National Advisers
Pennsylvania
$13.2M +$1.39M +95,334 +12%
SFP
87
Strategic Financial Planning
Texas
$13M +$10.9K +777 +0.1%
JWS
88
Juncture Wealth Strategies
Arizona
$12.8M +$678K +48,438 +6%
OAJ
89
Ogorek Anthony Joseph
New York
$12.7M -$177K -12,636 -1%
MWP
90
Meridian Wealth Partners
Pennsylvania
$12.3M +$236K +16,863 +2%
PP
91
PrairieView Partners
Minnesota
$12.2M +$140K +9,984 +1%
SWM
92
SigFig Wealth Management
California
$12M -$1.02M -55,344 -8%
IDA
93
Intelligence Driven Advisers
California
$11.7M +$42.1K +2,871 +0.4%
SIG
94
Spinnaker Investment Group
California
$11.6M +$4K +285 +0%
IAS
95
IMA Advisory Services
Colorado
$11.5M -$186K -13,263 -2%
GCA
96
Genesee Capital Advisors
New York
$11.4M +$147K +10,500 +1%
AA
97
Ashford Advisors
New York
$11.4M – – –
IA
98
IFP Advisors
Florida
$11.2M +$385K +17,352 +4%
GVAG
99
Great Valley Advisor Group
Delaware
$10.8M +$577K +41,232 +6%
TW
100
TrinityPoint Wealth
Connecticut
$10.8M -$225K -16,050 -2%
2 3
4
5 6