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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 %
CFMC
151
Curbstone Financial Management Corp
New Hampshire
$7.79M 145,988 +75,204 +106%
TFF
152
The Family Firm
Maryland
$7.79M 145,898 +76,162 +109%
WC
153
Wealth CMT
New Jersey
$7.67M 143,590 +68,558 +91%
JFG
154
JMG Financial Group
Illinois
$7.42M 138,881 +69,290 +100%
ZF
155
Zhang Financial
Michigan
$7.4M 138,550 +86,662 +167%
SCA
156
Strategic Capital Advisers
Colorado
$7.36M 137,753 +65,086 +90%
SP
157
Successful Portfolios
Florida
$7.15M 133,957 +71,449 +114%
SSWM
158
Sheets Smith Wealth Management
North Carolina
$7.1M 133,052 +66,165 +99%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$7.01M 131,199 +61,968 +90%
FA
160
Fagan Associates
New York
$6.98M 130,750 +64,749 +98%
BA
161
Ballast Advisors
Minnesota
$6.89M 129,114 +64,629 +100%
MSFS
162
Main Street Financial Solutions
Pennsylvania
$6.89M 129,076 +60,797 +89%
OFG
163
Orcam Financial Group
California
$6.8M 127,281 +61,149 +92%
HCA
164
Horan Capital Advisors
Ohio
$6.69M 125,214 +61,959 +98%
CFO
165
CVA Family Office
Colorado
$6.53M 122,217 +62,522 +105%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$6.44M 120,644 +65,511 +119%
BDFN
167
Bond & Devick Financial Network
Minnesota
$6.4M 119,779 +61,203 +104%
PPA
168
Parametric Portfolio Associates
Washington
$6.38M 119,407 +77,251 +183%
TA
169
TruWealth Advisors
Louisiana
$6.24M 116,780 +65,099 +126%
JWA
170
JFS Wealth Advisors
Pennsylvania
$6.17M 115,597 +56,635 +96%
AIA
171
Arcadia Investment Advisors
Idaho
$6.15M 115,227 +57,232 +99%
LCM
172
Liberty Capital Management
Michigan
$5.96M 111,629 +47,321 +74%
VAS
173
Valicenti Advisory Services
New York
$5.95M 111,424 +62,092 +126%
BPA
174
Beacon Pointe Advisors
California
$5.93M 111,130 +74,517 +204%
SWM
175
SeaCrest Wealth Management
New York
$5.9M 110,509 +52,276 +90%
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