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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 %
TW
101
TrinityPoint Wealth
Connecticut
$14M 262,616 +128,463 +96%
IAS
102
IMA Advisory Services
Colorado
$13.6M 254,626 +125,971 +98%
SWM
103
SigFig Wealth Management
California
$13.6M 255,091 +133,103 +109%
TWM
104
Tradition Wealth Management
Minnesota
$13.4M 251,229 +126,096 +101%
SCM
105
Spreng Capital Management
Ohio
$13.3M 249,272 +113,407 +83%
PCIA
106
Prime Capital Investment Advisors
Kansas
$12.8M 112,848 -1,539 -1%
SF
107
Schaeffer Financial
Maryland
$12.6M 235,110 +110,027 +88%
GVAG
108
Great Valley Advisor Group
Delaware
$12.4M 180,921 +78,102 +76%
RC
109
Roundview Capital
New Jersey
$12.1M 227,118 +117,751 +108%
KF
110
Krilogy Financial
Missouri
$11.9M 222,043 +115,577 +109%
IDA
111
Intelligence Driven Advisers
California
$11.8M 223,775 +109,331 +96%
SA
112
Shilanski & Associates
Alaska
$11.8M 220,956 +121,570 +122%
RIM
113
Rockbridge Investment Management
New York
$11.5M 214,391 +105,967 +98%
OIA
114
OneDigital Investment Advisors
Kansas
$11.4M 214,298 +115,841 +118%
PCM
115
Passive Capital Management
Maryland
$11M 205,979 +121,973 +145%
IA
116
IFP Advisors
Florida
$10.8M 162,395 +84,596 +109%
TCM
117
Towercrest Capital Management
Pennsylvania
$10.6M 199,037 +95,384 +92%
AWMG
118
Alliance Wealth Management Group
New Jersey
$10.6M 199,037 +95,384 +92%
BRWA
119
B. Riley Wealth Advisors
Florida
$10.6M 197,995 +99,303 +101%
APW
120
Aurora Private Wealth
New Jersey
$10.5M 197,379 +100,917 +105%
SFA
121
Sequoia Financial Advisors
Ohio
$10.3M 193,116 +98,498 +104%
RWA
122
Rainsberger Wealth Advisors
Colorado
$10.2M 191,175 +97,877 +105%
FOA
123
Five Oceans Advisors
California
$10.2M 190,773 +95,386 +100%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$10.1M 188,411 +102,209 +119%
SC
125
Savant Capital
Illinois
$10M 187,616 +98,952 +112%
3 4
5
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