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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

928 hedge funds and large institutions have $7.09B invested in Schwab US Broad Market ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 347 increasing their positions, 321 reducing their positions, and 31 closing their positions.

Holders
928
Holders Change
+74
Holders Change %
+8.67%
% of All Funds
14.97%
Holding in Top 10
111
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.82%
% of All Funds
1.79%
New
125
Increased
347
Reduced
321
Closed
31
Calls
$20.2M
Puts
$7.09M
Net Calls
+$13.1M
Net Calls Change
-$574K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
R
2
Rebalance
California
$132M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$96.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
5
M
5
MYeCFO
California
$28.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
BF
2
Brooklyn FI
New York
$1.84M
3
SCM
3
SCS Capital Management
Massachusetts
$216M
4
GAM
4
Gemmer Asset Management
California
$15.4M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
76
Pegasus Asset Management
New York
$17.2M 384,328 +4,614 +1%
AIS
77
American Investment Services
Massachusetts
$16.4M 366,873 +1 +0%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$16.3M 363,279 +16,185 +5%
WAG
79
Winthrop Advisory Group
Massachusetts
$16.2M 362,459 +12,584 +4%
PCA
80
Personal Capital Advisors
California
$16.2M 362,421 +155,901 +75%
RBC
81
Roble Belko & Company
Pennsylvania
$16.1M 359,916 +955 +0.3%
SFG
82
Sunburst Financial Group
Alabama
$16.1M 359,620 -4,485 -1%
MAS
83
Madden Advisory Services
Florida
$15.7M 350,151 -812 -0.2%
DW
84
Domani Wealth
Pennsylvania
$15.6M 348,039 +11,141 +3%
CHJWM
85
Carlton Hofferkamp & Jenks Wealth Management
Texas
$15.5M 325,077 -116 -0%
GAM
86
Gemmer Asset Management
California
$15.4M 344,382 -274,496 -44%
GB
87
Goepper Burkhardt
South Carolina
$15.3M 340,803 -22,380 -6%
AWM
88
Avior Wealth Management
Nebraska
$15.1M 336,157 -1,272 -0.4%
GLR
89
Great Lakes Retirement
Ohio
$15M 335,111 +335,111 New
MFGP
90
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.6M 325,860 +4,336 +1%
SFP
91
Strategic Financial Planning
Texas
$14.3M 319,226 +9,612 +3%
EFG
92
Ethos Financial Group
Pennsylvania
$14.3M 318,227 +318,227 New
JIP
93
Jaffetilchin Investment Partners
Florida
$14.1M 313,719 -99,954 -24%
BWA
94
Boulder Wealth Advisors
Colorado
$13.7M 306,330 +306,330 New
MWP
95
Meridian Wealth Partners
Pennsylvania
$13.7M 306,159 +12,856 +4%
OAJ
96
Ogorek Anthony Joseph
New York
$13.2M 294,495 -7,916 -3%
VNA
97
Valley National Advisers
Pennsylvania
$13M 279,709 -22,793 -8%
CCA
98
Column Capital Advisors
Indiana
$12.9M 288,272 +41,035 +17%
LPAM
99
Lodestar Private Asset Management
California
$12.4M 276,896 +276,896 New
GCA
100
Genesee Capital Advisors
New York
$12.3M 275,571 +4,806 +2%
2 3
4
5 6