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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

868 hedge funds and large institutions have $6.73B invested in Schwab US Broad Market ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 362 increasing their positions, 318 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-20
Holders Change %
-2.25%
% of All Funds
14.68%
Holding in Top 10
111
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.63%
% of All Funds
1.88%
New
57
Increased
362
Reduced
318
Closed
66
Calls
$19.5M
Puts
$3.37M
Net Calls
+$16.1M
Net Calls Change
+$12.3M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.37B
2
AWM
AE Wealth Management
Kansas
$28.8M
3
HCM
Hengehold Capital Management
Ohio
$103M
4
WAG
Winthrop Advisory Group
Massachusetts
$15.2M
5
HWM
HB Wealth Management
Georgia
$93.5M

Top Sellers

1
CJFS
Coulter & Justus Financial Services
Tennessee
$0
2
BF
Brooklyn FI
New York
$1.88M
3
MFRM
Milliman Financial Risk Management
Illinois
$142M
4
FANJ
Financial Architects (New Jersey)
New Jersey
$0
5
SCM
SCS Capital Management
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
Weinberger Asset Management
California
$8.28M +$909K +61,683 +12%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$8.09M +$143K +9,387 +2%
SFA
128
Sequoia Financial Advisors
Ohio
$8.06M -$471K -31,983 -6%
TA
129
Trellis Advisors
Washington
$7.82M +$831K +56,394 +12%
RIM
130
Rockbridge Investment Management
New York
$7.72M -$1.75M -118,977 -18%
DBRC
131
D.B. Root & Company
Pennsylvania
$7.67M +$117K +7,920 +2%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$7.56M +$1.86M +125,991 +33%
SCM
133
Spreng Capital Management
Ohio
$7.33M -$4.04M -265,587 -36%
FPCG
134
Fort Pitt Capital Group
Pennsylvania
$7.26M -$956K -64,887 -12%
CHA
135
Carmichael Hill & Associates
Maryland
$7.24M +$146K +9,885 +2%
MWA
136
Motive Wealth Advisors
Michigan
$7.07M -$2.12K -144 -0%
OWM
137
Opes Wealth Management
California
$7.02M +$288K +19,542 +4%
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$7.01M +$6.01K +408 +0.1%
OFW
139
Omnia Family Wealth
Florida
$6.85M +$6.52M +442,569 +1,994%
GFS
140
GYL Financial Synergies
Connecticut
$6.8M -$98.6K -6,696 -1%
WPW
141
Waldron Private Wealth
Pennsylvania
$6.65M +$2.65K +180 +0%
TFF
142
The Family Firm
Maryland
$6.65M +$201K +13,659 +3%
AWS
143
Atria Wealth Solutions
New York
$6.58M -$284K -19,317 -4%
SP
144
Successful Portfolios
Florida
$6.53M +$612K +41,571 +10%
PS
145
Portfolio Solutions
Michigan
$6.45M -$227K -15,387 -3%
Ameriprise
146
Ameriprise
Minnesota
$6.43M +$4.09M +276,774 +175%
ZF
147
Zhang Financial
Michigan
$6.4M +$272K +18,441 +4%
CFMC
148
Curbstone Financial Management Corp
New Hampshire
$6.36M -$87.9K -5,970 -1%
RMC
149
Regis Management Company
California
$6.25M -$923K -62,655 -13%
SCA
150
Strategic Capital Advisers
Colorado
$6.22M +$129K +8,778 +2%
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6
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