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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 %
CCA
101
Column Capital Advisors
Indiana
$10.4M -$1.44M -102,621 -12%
SC
102
Savant Capital
Illinois
$10.3M +$794K +56,709 +8%
ECM
103
Elgethun Capital Management
South Dakota
$10.2M -$1.07M -76,473 -9%
TWM
104
Tradition Wealth Management
Minnesota
$10.2M -$367K -26,232 -3%
SF
105
Schaeffer Financial
Maryland
$10.2M +$301K +21,528 +3%
BBPWM
106
Blue Bell Private Wealth Management
Pennsylvania
$10.1M -$364K -26,016 -3%
RC
107
Roundview Capital
New Jersey
$9.74M -$7.94K -567 -0.1%
TWM
108
Tanglewood Wealth Management
Texas
$9.5M -$1.45M -103,701 -13%
APW
109
Aurora Private Wealth
New Jersey
$8.95M +$653K +46,617 +8%
KF
110
Krilogy Financial
Missouri
$8.93M +$195K +13,908 +2%
PCA
111
Personal Capital Advisors
California
$8.67M -$1.82M -130,137 -17%
OIA
112
OneDigital Investment Advisors
Kansas
$8.64M +$361K +25,776 +4%
RWA
113
Rainsberger Wealth Advisors
Colorado
$8.25M +$76K +5,427 +0.9%
BRWA
114
B. Riley Wealth Advisors
Florida
$8.23M -$285K -20,334 -3%
TA
115
Trellis Advisors
Washington
$8.23M +$802K +57,270 +11%
LW
116
Libra Wealth
California
$8.23M +$62K +4,431 +0.8%
PCM
117
Passive Capital Management
Maryland
$8.22M -$777K -55,503 -9%
WAM
118
Weinberger Asset Management
California
$8.16M +$290K +20,706 +4%
FOA
119
Five Oceans Advisors
California
$8.02M -$2.39K -171 -0%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$7.92M -$71K -5,076 -0.9%
RIM
121
Rockbridge Investment Management
New York
$7.55M +$215K +15,342 +3%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$7.41M -$160K -11,250 -2%
EFG
123
Everhart Financial Group
Ohio
$7.38M -$1.49M -106,767 -17%
SFA
124
Sequoia Financial Advisors
Ohio
$7.31M -$354K -25,311 -5%
DBRC
125
D.B. Root & Company
Pennsylvania
$7.24M -$50K -3,573 -0.7%
3 4
5
6 7