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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 %
DTIM
176
Danda Trouve Investment Management
Kansas
$4.63M -$2.18M -148,014 -32%
EFS
177
Econ Financial Services
Pennsylvania
$4.56M +$4.56M +309,240 New
FWI
178
Facet Wealth Inc
Maryland
$4.54M +$236K +15,987 +5%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$4.47M +$106K +7,221 +2%
PCMC
180
Private Capital Management (Colorado)
Colorado
$4.44M – – –
GAM
181
Garrison Asset Management
Arkansas
$4.44M +$98.7K +6,699 +2%
PFM
182
Peak Financial Management
Massachusetts
$4.4M -$53.1K -3,606 -1%
JIC
183
Johnson Investment Counsel
Ohio
$4.33M -$87.9K -5,967 -2%
CPA
184
Cardiff Park Advisors
California
$4.28M -$2.37M -160,680 -36%
PA
185
Planning Alternatives
Michigan
$4.28M -$551K -37,425 -11%
AIM
186
AHL Investment Management
Florida
$4.25M +$1.63M +110,895 +62%
EPM
187
Elm Partners Management
Pennsylvania
$4.23M +$3.17M +215,106 +299%
SFWC
188
Strategic Family Wealth Counselors
New Jersey
$4.18M +$191K +12,978 +5%
WKWM
189
Walter & Keenan Wealth Management
Indiana
$4.13M -$47K -3,189 -1%
SWM
190
SeaCrest Wealth Management
New York
$4.11M -$778K -52,797 -16%
RF
191
RHS Financial
California
$4.1M +$432K +29,361 +12%
PCWA
192
Pacific Capital Wealth Advisors
California
$4.08M -$38.4K -2,604 -0.9%
BFPW
193
BOK Financial Private Wealth
Colorado
$4.05M – – –
PMG
194
ProVise Management Group
Florida
$4.04M +$338K +22,926 +9%
AOWM
195
Alpha Omega Wealth Management
Virginia
$4.02M -$47.2K -3,207 -1%
WCM
196
Whitener Capital Management
North Carolina
$4.02M -$110K -7,452 -3%
MPI
197
Mairs & Power Inc
Minnesota
$4.01M – – –
PA
198
Parallel Advisors
California
$3.99M +$136K +9,210 +4%
LJAC
199
L.J. Altfest & Co
New York
$3.99M +$455K +30,924 +13%
AWA
200
Alaska Wealth Advisors
Alaska
$3.96M -$8.4K -570 -0.2%
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