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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
LP
2
LGL Partners
Pennsylvania
$74.8M
3
Cerity Partners
3
Cerity Partners
New York
$17.6M
4
SFA
4
Sequoia Financial Advisors
Ohio
$10.7M
5
WC
5
Wealth CMT
New Jersey
$8.48M

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 Holding Trade Value Shares
Change 		Shares
Change %
KM
126
Kalos Management
Georgia
$10.7M +$105K +5,586 +1%
RWA
127
Rainsberger Wealth Advisors
Colorado
$10.5M +$10.5M +559,788 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$10.5M -$1.25M -70,914 -11%
SC
129
Savant Capital
Illinois
$10M +$963K +51,150 +11%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$9.74M -$185K -9,810 -2%
EFG
131
Everhart Financial Group
Ohio
$9.6M +$148K +7,866 +2%
DBRC
132
D.B. Root & Company
Pennsylvania
$9.56M +$53.2K +2,826 +0.6%
PCM
133
Passive Capital Management
Maryland
$9.49M +$9.49M +504,036 New
ICM
134
Islay Capital Management
Texas
$9.49M +$552K +29,322 +6%
Goldman Sachs
135
Goldman Sachs
New York
$9.46M +$7.3M +387,432 +338%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$9.33M +$1.15M +60,810 +14%
WAM
137
Weinberger Asset Management
California
$9.07M +$9.07M +481,500 New
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$9.06M +$1.84M +97,830 +26%
MWA
139
Motive Wealth Advisors
Michigan
$9.04M -$153K -8,148 -2%
CHA
140
Carmichael Hill & Associates
Maryland
$8.96M +$174K +9,246 +2%
IA
141
IFP Advisors
Florida
$8.8M +$273K +14,472 +3%
TA
142
Trellis Advisors
Washington
$8.8M -$544K -28,860 -6%
DTIM
143
Danda Trouve Investment Management
Kansas
$8.73M +$2.83M +150,072 +48%
PS
144
Portfolio Solutions
Michigan
$8.62M -$85.7K -4,548 -1%
WPW
145
Waldron Private Wealth
Pennsylvania
$8.5M – – –
WC
146
Wealth CMT
New Jersey
$8.48M +$8.48M +450,192 New
SBL
147
Sargent Bickham Lagudis
Colorado
$8.46M +$374K +19,878 +5%
OWM
148
Opes Wealth Management
California
$8.38M -$719K -38,190 -8%
SCA
149
Strategic Capital Advisers
Colorado
$8.21M -$118K -6,276 -1%
AA
150
Apriem Advisors
California
$8.2M -$20.9K -1,110 -0.3%
4 5
6
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