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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 %
SF
101
Schaeffer Financial
Maryland
$14.1M 125,083 +125,083 New
CCA
102
Column Capital Advisors
Indiana
$13.9M 123,374 +630 +0.5%
HI
103
Harbour Investments
Wisconsin
$13.8M 122,127 -14,954 -11%
AIS
104
American Investment Services
Massachusetts
$13.8M 122,130 -14 -0%
FPCG
105
Fort Pitt Capital Group
Pennsylvania
$13.7M 120,943 -2,473 -2%
GFS
106
GYL Financial Synergies
Connecticut
$13.3M 117,265 -5,222 -4%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$13.2M 116,866 -20,315 -15%
SWM
108
SigFig Wealth Management
California
$12.9M 121,988 -1,852 -1%
PCIA
109
Prime Capital Investment Advisors
Kansas
$12.9M 114,387 +11,026 +11%
K
110
Kemper
Illinois
$12.7M 112,360 -65,640 -37%
RC
111
Roundview Capital
New Jersey
$12.4M 109,367 +1,530 +1%
RIM
112
Rockbridge Investment Management
New York
$12.3M 108,424 -2,300 -2%
PCA
113
Personal Capital Advisors
California
$12.2M 106,223 +28,774 +37%
KF
114
Krilogy Financial
Missouri
$12M 106,466 +19,933 +23%
IDA
115
Intelligence Driven Advisers
California
$11.7M 114,444 -5,223 -4%
AWMG
116
Alliance Wealth Management Group
New Jersey
$11.7M 103,653 +344 +0.3%
TCM
117
Towercrest Capital Management
Pennsylvania
$11.7M 103,653 +344 +0.3%
AF
118
Advisornet Financial
Minnesota
$11.5M 101,355 -17,045 -14%
SA
119
Shilanski & Associates
Alaska
$11.2M 99,386 +7,393 +8%
GVAG
120
Great Valley Advisor Group
Delaware
$11.2M 102,819 -790 -0.8%
BRWA
121
B. Riley Wealth Advisors
Florida
$11.2M 98,692 +2,854 +3%
OIA
122
OneDigital Investment Advisors
Kansas
$11.1M 98,457 -7,695 -7%
APW
123
Aurora Private Wealth
New Jersey
$10.9M 96,462 +2,045 +2%
FOA
124
Five Oceans Advisors
California
$10.8M 95,387 -21 -0%
SFA
125
Sequoia Financial Advisors
Ohio
$10.7M 94,618 +81,566 +625%
3 4
5
6 7