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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 %
FWI
176
Facet Wealth Inc
Maryland
$4.18M -$397K -26,685 -9%
PCWA
177
Pacific Capital Wealth Advisors
California
$4.15M +$276K +19,728 +7%
GAM
178
Garrison Asset Management
Arkansas
$4.11M -$108K -7,683 -3%
PP
179
Pegasus Partners
Wisconsin
$4.11M +$1.51M +108,207 +58%
AIM
180
AHL Investment Management
Florida
$4.1M +$66.6K +4,761 +2%
PA
181
Planning Alternatives
Michigan
$4.06M – – –
AWA
182
Alaska Wealth Advisors
Alaska
$4.05M +$282K +20,148 +7%
NS
183
Newman & Schimel
Illinois
$3.98M +$1.43M +102,096 +56%
SFWC
184
Strategic Family Wealth Counselors
New Jersey
$3.93M -$36.8K -2,631 -0.9%
LBC
185
Lowe Brockenbrough & Co
Virginia
$3.9M +$246K +17,601 +7%
WKWM
186
Walter & Keenan Wealth Management
Indiana
$3.89M -$34.4K -2,460 -0.9%
LJAC
187
L.J. Altfest & Co
New York
$3.86M +$70.7K +5,049 +2%
PA
188
Parallel Advisors
California
$3.86M +$67.7K +4,839 +2%
BFPW
189
BOK Financial Private Wealth
Colorado
$3.84M -$6.3K -450 -0.2%
MPI
190
Mairs & Power Inc
Minnesota
$3.81M – – –
PMG
191
ProVise Management Group
Florida
$3.78M -$64.2K -4,587 -2%
WCM
192
Whitener Capital Management
North Carolina
$3.77M -$53.8K -3,843 -1%
LCM
193
Liberty Capital Management
Michigan
$3.73M +$40.1K +2,865 +1%
CI
194
Cordant Inc
Oregon
$3.7M +$1.29M +92,466 +54%
AOWM
195
Alpha Omega Wealth Management
Virginia
$3.69M -$134K -9,606 -4%
SWM
196
SeaCrest Wealth Management
New York
$3.67M -$230K -16,413 -6%
BPA
197
Beacon Pointe Advisors
California
$3.67M -$16.9K -1,206 -0.5%
VA
198
Valmark Advisers
Ohio
$3.66M +$136K +9,717 +4%
FA
199
Fagan Associates
New York
$3.63M -$23.3K -1,665 -0.6%
MML Investors Services
200
MML Investors Services
Massachusetts
$3.56M +$420K +29,976 +13%
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