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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 %
OFG
151
Orcam Financial Group
California
$5.26M -$9.11K -651 -0.2%
JWA
152
JFS Wealth Advisors
Pennsylvania
$5.2M -$140K -10,026 -3%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$5.07M +$134K +9,546 +3%
Cerity Partners
154
Cerity Partners
New York
$5.03M -$10.3M -736,845 -67%
CFO
155
CVA Family Office
Colorado
$4.99M -$6.63K -474 -0.1%
TA
156
TruWealth Advisors
Louisiana
$4.98M -$156K -11,178 -3%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$4.91M -$2.27M -162,162 -32%
PA
158
PFG Advisors
Arizona
$4.91M +$4.91M +350,910 New
VCP
159
Vista Capital Partners
Oregon
$4.9M +$446K +31,854 +10%
TFF
160
The Family Firm
Maryland
$4.86M -$1.46M -104,007 -23%
SBL
161
Sargent Bickham Lagudis
Colorado
$4.83M +$3.15K +225 +0.1%
JIC
162
Johnson Investment Counsel
Ohio
$4.81M +$690K +49,296 +17%
VAS
163
Valicenti Advisory Services
New York
$4.75M -$73.1K -5,223 -2%
JJBC
164
James J. Burns & Company
New York
$4.74M +$4.74M +338,820 New
AIA
165
Arcadia Investment Advisors
Idaho
$4.72M -$10.5K -753 -0.2%
MWM
166
Meridian Wealth Management
Kentucky
$4.59M -$722K -51,567 -14%
RF
167
RHS Financial
California
$4.59M +$694K +49,608 +18%
SA
168
SRH Advisors
Kansas
$4.55M -$754K -53,877 -14%
KM
169
Kalos Management
Georgia
$4.54M -$149K -10,089 -3%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$4.4M +$150K +10,695 +4%
SWM
171
Stockman Wealth Management
Montana
$4.38M -$48K -3,432 -1%
BWL
172
Beacon Wealthcare LLC
North Carolina
$4.37M -$1.07M -76,623 -20%
BlackRock
173
BlackRock
New York
$4.36M +$624K +44,562 +17%
WC
174
Wealth CMT
New Jersey
$4.31M -$220K -15,687 -5%
PFM
175
Peak Financial Management
Massachusetts
$4.25M +$69K +4,929 +2%
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