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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 %
WI
126
WBI Investments
New Jersey
$9.98M 186,880 +186,880 New
PCA
127
Personal Capital Advisors
California
$9.93M 186,032 +79,809 +75%
FPCG
128
Fort Pitt Capital Group
Pennsylvania
$9.93M 185,914 +64,971 +54%
ICM
129
Islay Capital Management
Texas
$9.48M 177,630 +93,657 +112%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$9.4M 174,320 +74,917 +75%
JPMPWA
131
J.P. Morgan Private Wealth Advisors
California
$9.28M 173,781 +91,231 +111%
EFG
132
Everhart Financial Group
Ohio
$9.18M 171,886 +86,942 +102%
DBRC
133
D.B. Root & Company
Pennsylvania
$9.12M 170,897 +86,314 +102%
BIP
134
Blueprint Investment Partners
North Carolina
$9.1M 170,475 +99,439 +140%
WAM
135
Weinberger Asset Management
California
$8.91M 166,888 +86,638 +108%
RMC
136
Regis Management Company
California
$8.67M 162,314 +90,859 +127%
CHA
137
Carmichael Hill & Associates
Maryland
$8.57M 160,604 +81,326 +103%
MWA
138
Motive Wealth Advisors
Michigan
$8.54M 159,964 +79,982 +100%
VFIC
139
Valley Forge Investment Consultants
Pennsylvania
$8.46M 158,524 +78,325 +98%
TA
140
Trellis Advisors
Washington
$8.44M 158,093 +80,258 +103%
GFS
141
GYL Financial Synergies
Connecticut
$8.34M 156,114 +38,849 +33%
AWS
142
Atria Wealth Solutions
New York
$8.29M 155,277 +155,277 New
DTIM
143
Danda Trouve Investment Management
Kansas
$8.23M 154,191 +76,933 +100%
BF
144
Brooklyn FI
New York
$8.2M 153,572 +146,018 +1,933%
SBL
145
Sargent Bickham Lagudis
Colorado
$8.15M 152,716 +77,833 +104%
OWM
146
Opes Wealth Management
California
$8.14M 152,434 +78,308 +106%
PS
147
Portfolio Solutions
Michigan
$8.06M 151,029 +74,776 +98%
AA
148
Apriem Advisors
California
$8.05M 150,733 +78,199 +108%
WPW
149
Waldron Private Wealth
Pennsylvania
$8.03M 150,416 +75,208 +100%
CPA
150
Cardiff Park Advisors
California
$8.03M 150,329 +103,237 +219%
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