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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 %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$6.12M +$319K +21,660 +6%
JFG
152
JMG Financial Group
Illinois
$6.02M -$113K -7,704 -2%
AA
153
Apriem Advisors
California
$5.94M -$722K -49,032 -11%
BA
154
Ballast Advisors
Minnesota
$5.84M +$134K +9,069 +2%
BWL
155
Beacon Wealthcare LLC
North Carolina
$5.72M +$1.96M +133,149 +52%
SSWM
156
Sheets Smith Wealth Management
North Carolina
$5.69M -$190K -12,927 -3%
JWA
157
JFS Wealth Advisors
Pennsylvania
$5.62M +$516K +35,013 +10%
MWM
158
Meridian Wealth Management
Kentucky
$5.59M +$1.57M +106,806 +39%
SA
159
SRH Advisors
Kansas
$5.58M +$893K +60,660 +19%
OFG
160
Orcam Financial Group
California
$5.54M -$81.4K -5,526 -1%
HCA
161
Horan Capital Advisors
Ohio
$5.53M -$2.21K -150 -0%
BDFN
162
Bond & Devick Financial Network
Minnesota
$5.44M +$148K +10,068 +3%
TA
163
TruWealth Advisors
Louisiana
$5.4M +$243K +16,482 +5%
DPI
164
Diversified Portfolios Inc
Michigan
$5.33M +$3.73M +252,966 +232%
CFO
165
CVA Family Office
Colorado
$5.26M -$138K -9,372 -3%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$5.19M -$139K -9,456 -3%
SBL
167
Sargent Bickham Lagudis
Colorado
$5.08M -$1.67M -113,415 -25%
VAS
168
Valicenti Advisory Services
New York
$5.07M +$148K +10,074 +3%
Goldman Sachs
169
Goldman Sachs
New York
$5.02M +$1.06M +72,168 +27%
AIA
170
Arcadia Investment Advisors
Idaho
$4.98M -$113K -7,695 -2%
KM
171
Kalos Management
Georgia
$4.96M -$579K -37,065 -10%
WC
172
Wealth CMT
New Jersey
$4.76M -$1.58M -107,427 -25%
DWM
173
Destination Wealth Management
California
$4.7M +$2.78M +188,670 +145%
VCP
174
Vista Capital Partners
Oregon
$4.69M +$15.3K +1,038 +0.3%
SWM
175
Stockman Wealth Management
Montana
$4.65M +$95.2K +6,462 +2%
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