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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
14.05%
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 %
PA
176
Planning Alternatives
Michigan
$5.83M 109,226 +53,742 +97%
RSWM
177
Robertson Stephens Wealth Management
California
$5.8M 108,693 +54,814 +102%
KM
178
Kalos Management
Georgia
$5.68M 118,204 +24,086 +26%
SA
179
SRH Advisors
Kansas
$5.66M 105,996 +60,052 +131%
VCP
180
Vista Capital Partners
Oregon
$5.64M 105,671 +71,542 +210%
SWM
181
Stockman Wealth Management
Montana
$5.51M 103,171 +56,930 +123%
PFM
182
Peak Financial Management
Massachusetts
$5.38M 100,850 +47,974 +91%
LB
183
Leo Brokerage
Texas
$5.37M 100,562 +100,562 New
JIC
184
Johnson Investment Counsel
Ohio
$5.34M 100,034 +52,657 +111%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$5.27M 98,736 +55,699 +129%
GAM
186
Garrison Asset Management
Arkansas
$5.25M 98,301 +46,595 +90%
PAG
187
Private Advisor Group
New Jersey
$5.24M 98,123 +43,943 +81%
FWI
188
Facet Wealth Inc
Maryland
$5.19M 97,286 +48,464 +99%
SOAG
189
Silver Oak Advisory Group
Oregon
$5.13M 96,026 +47,048 +96%
WKWM
190
Walter & Keenan Wealth Management
Indiana
$5.04M 94,432 +47,317 +100%
WCM
191
Whitener Capital Management
North Carolina
$4.99M 93,487 +45,960 +97%
PCWA
192
Pacific Capital Wealth Advisors
California
$4.97M 93,104 +46,761 +101%
AOWM
193
Alpha Omega Wealth Management
Virginia
$4.92M 92,090 +45,598 +98%
BlackRock
194
BlackRock
New York
$4.91M 91,877 +46,006 +100%
BFPW
195
BOK Financial Private Wealth
Colorado
$4.89M 91,587 +45,708 +100%
MWM
196
Meridian Wealth Management
Kentucky
$4.86M 90,985 +45,506 +100%
MPI
197
Mairs & Power Inc
Minnesota
$4.85M 90,740 +45,370 +100%
SFWC
198
Strategic Family Wealth Counselors
New Jersey
$4.82M 90,178 +44,290 +97%
AWA
199
Alaska Wealth Advisors
Alaska
$4.8M 89,879 +45,050 +100%
Goldman Sachs
200
Goldman Sachs
New York
$4.78M 89,498 +5,829 +7%
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