SCHB icon

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 Market Value Shares Shares
Change 		Shares
Change %
RMC
151
Regis Management Company
California
$8.08M 428,730 -882 -0.2%
BIP
152
Blueprint Investment Partners
North Carolina
$8.03M 426,216 +8,532 +2%
CFMC
153
Curbstone Financial Management Corp
New Hampshire
$8M 424,704 +4,500 +1%
TFF
154
The Family Firm
Maryland
$7.88M 418,416 +4,476 +1%
JFG
155
JMG Financial Group
Illinois
$7.86M 417,546 -8,388 -2%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$7.82M 415,386 +24,900 +6%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$7.72M 409,674 -18,240 -4%
SSWM
158
Sheets Smith Wealth Management
North Carolina
$7.56M 401,322 -3,546 -0.9%
OFG
159
Orcam Financial Group
California
$7.47M 396,792 +396,792 New
FA
160
Fagan Associates
New York
$7.46M 396,006 -79,104 -17%
BA
161
Ballast Advisors
Minnesota
$7.29M 386,910 +7,776 +2%
LCM
162
Liberty Capital Management
Michigan
$7.27M 385,848 +7,062 +2%
HCA
163
Horan Capital Advisors
Ohio
$7.15M 379,530 +11,250 +3%
SP
164
Successful Portfolios
Florida
$7.06M 375,048 +25,572 +7%
CFO
165
CVA Family Office
Colorado
$6.75M 358,170 -2,958 -0.8%
JWA
166
JFS Wealth Advisors
Pennsylvania
$6.66M 353,772 -582 -0.2%
BDFN
167
Bond & Devick Financial Network
Minnesota
$6.62M 351,456 -160,764 -31%
SWM
168
SeaCrest Wealth Management
New York
$6.58M 349,398 -9,942 -3%
AIA
169
Arcadia Investment Advisors
Idaho
$6.55M 347,970 -4,020 -1%
PA
170
Planning Alternatives
Michigan
$6.27M 332,904 -15,654 -4%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$6.23M 330,798 +37,710 +13%
PAG
172
Private Advisor Group
New Jersey
$6.12M 325,080 -183,864 -36%
RSWM
173
Robertson Stephens Wealth Management
California
$6.09M 323,274 +9,228 +3%
PA
174
PFG Advisors
Arizona
$6.06M 321,840 +22,704 +8%
PFM
175
Peak Financial Management
Massachusetts
$5.98M 317,256 -6,018 -2%
5 6
7
8 9