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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
$1.64B
2
LP
LGL Partners
Pennsylvania
$74.8M
3
Cerity Partners
Cerity Partners
New York
$17.6M
4
SFA
Sequoia Financial Advisors
Ohio
$10.7M
5
WC
Wealth CMT
New Jersey
$8.48M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$47.1M
2
SCM
SCS Capital Management
Massachusetts
$370M
3
AWM
Avior Wealth Management
Nebraska
$19M
4
Betterment LLC
Betterment LLC
New York
$425M
5
Osaic Holdings
Osaic Holdings
Arizona
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
176
Zhang Financial
Michigan
$5.86M +$1.7M +90,474 +41%
GAM
177
Garrison Asset Management
Arkansas
$5.84M -$32.3K -1,716 -0.6%
TA
178
TruWealth Advisors
Louisiana
$5.84M -$12K -636 -0.2%
Chevy Chase Trust
179
Chevy Chase Trust
Maryland
$5.73M – – –
RCS
180
Retirement Capital Strategies
California
$5.59M +$5.59M +296,802 New
VAS
181
Valicenti Advisory Services
New York
$5.58M +$5.58M +295,992 New
SOAG
182
Silver Oak Advisory Group
Oregon
$5.54M +$5.54M +293,868 New
FWI
183
Facet Wealth Inc
Maryland
$5.52M -$191K -10,128 -3%
PA
184
Parallel Advisors
California
$5.41M -$616K -32,712 -10%
WCM
185
Whitener Capital Management
North Carolina
$5.37M -$279K -14,820 -5%
JIC
186
Johnson Investment Counsel
Ohio
$5.36M +$336K +17,832 +7%
WKWM
187
Walter & Keenan Wealth Management
Indiana
$5.32M -$17.9K -948 -0.3%
CPA
188
Cardiff Park Advisors
California
$5.32M +$5.32M +282,552 New
PCWA
189
Pacific Capital Wealth Advisors
California
$5.24M +$554K +29,406 +12%
SWM
190
Stockman Wealth Management
Montana
$5.23M +$562K +29,856 +12%
SA
191
SRH Advisors
Kansas
$5.19M +$514K +27,294 +11%
SFWC
192
Strategic Family Wealth Counselors
New Jersey
$5.19M -$158K -8,412 -3%
BFPW
193
BOK Financial Private Wealth
Colorado
$5.19M -$991K -52,632 -16%
BlackRock
194
BlackRock
New York
$5.18M -$386K -20,496 -7%
MWM
195
Meridian Wealth Management
Kentucky
$5.14M -$53.7K -2,850 -1%
MPI
196
Mairs & Power Inc
Minnesota
$5.13M – – –
AOWM
197
Alpha Omega Wealth Management
Virginia
$5.12M -$338K -18,438 -6%
AWA
198
Alaska Wealth Advisors
Alaska
$5.07M +$195K +10,338 +4%
BSW
199
Buckingham Strategic Wealth
Missouri
$5M +$145K +7,704 +3%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$4.86M +$326K +17,286 +7%
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