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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.

New
Increased
Maintained
Reduced
Closed
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
UBS AM
Illinois
$108M
2
FANJ
Financial Architects (New Jersey)
New Jersey
$22.1M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
$39.6M
4
HWA
HHM Wealth Advisors
Tennessee
$60.6M
5
PA
PFG Advisors
Arizona
$4.91M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.11B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
AIP
Almanack Investment Partners
Pennsylvania
$0
4
BHB
Bank Hapoalim BM
Israel
$0
5
Creative Planning
Creative Planning
Kansas
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
126
Carmichael Hill & Associates
Maryland
$7.09M +$211K +15,087 +3%
GFS
127
GYL Financial Synergies
Connecticut
$6.96M +$496K +35,403 +8%
AWMG
128
Alliance Wealth Management Group
New Jersey
$6.88M -$1.26M -90,234 -16%
TCM
129
Towercrest Capital Management
Pennsylvania
$6.88M -$1.26M -90,234 -16%
OWM
130
Opes Wealth Management
California
$6.75M +$73.4K +5,241 +1%
MWA
131
Motive Wealth Advisors
Michigan
$6.72M – – –
VFIC
132
Valley Forge Investment Consultants
Pennsylvania
$6.69M +$32.2K +2,304 +0.5%
ZF
133
Zhang Financial
Michigan
$6.62M +$545K +38,913 +9%
Ameriprise
134
Ameriprise
Minnesota
$6.53M +$446K +31,896 +7%
AWS
135
Atria Wealth Solutions
New York
$6.44M +$188K +13,398 +3%
SCM
136
Spreng Capital Management
Ohio
$6.38M -$371K -26,538 -6%
WPW
137
Waldron Private Wealth
Pennsylvania
$6.32M – – –
FPCG
138
Fort Pitt Capital Group
Pennsylvania
$6.23M -$673K -48,078 -10%
SP
139
Successful Portfolios
Florida
$6.2M -$9.03K -645 -0.1%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$6.04M -$8.4K -600 -0.1%
PS
141
Portfolio Solutions
Michigan
$5.96M -$170K -12,144 -3%
RMC
142
Regis Management Company
California
$5.93M -$4.2K -300 -0.1%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$5.92M +$111K +7,929 +2%
JFG
144
JMG Financial Group
Illinois
$5.75M +$24.7K +1,764 +0.4%
BA
145
Ballast Advisors
Minnesota
$5.64M +$89.5K +6,393 +2%
AA
146
Apriem Advisors
California
$5.56M -$80.2K -5,730 -1%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$5.49M +$84.4K +6,027 +2%
CPA
148
Cardiff Park Advisors
California
$5.41M +$1.35M +96,204 +33%
HCA
149
Horan Capital Advisors
Ohio
$5.39M +$133K +9,522 +3%
BDFN
150
Bond & Devick Financial Network
Minnesota
$5.34M +$168K +11,991 +3%
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