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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 %
RW
201
REDW Wealth
New Mexico
$4.78M -$20.5K -1,086 -0.4%
PPA
202
Parametric Portfolio Associates
Washington
$4.76M +$4.06M +215,694 +579%
Northern Trust
203
Northern Trust
Illinois
$4.76M +$24.9K +1,320 +0.5%
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$4.76M +$20K +1,062 +0.4%
RDWM
205
Red Door Wealth Management
Tennessee
$4.74M -$17.1K -906 -0.4%
WOSD
206
WFA of San Diego
California
$4.72M -$95.9K -5,094 -2%
BWL
207
Beacon Wealthcare LLC
North Carolina
$4.72M +$201K +10,668 +4%
DWM
208
Destination Wealth Management
California
$4.69M +$1.98M +104,964 +73%
CSWM
209
Cassady Schiller Wealth Management
Ohio
$4.58M +$4.58M +243,060 New
LIM
210
Leavell Investment Management
Alabama
$4.55M +$48.6K +2,580 +1%
BCM
211
Boltwood Capital Management
California
$4.53M -$248K -13,140 -5%
LJAC
212
L.J. Altfest & Co
New York
$4.52M +$20.6K +1,092 +0.5%
RWM
213
RKL Wealth Management
Pennsylvania
$4.5M +$86.7K +4,602 +2%
VA
214
Valmark Advisers
Ohio
$4.5M +$45.5K +2,418 +1%
SWRP
215
Summit Wealth & Retirement Planning
California
$4.47M +$8.59K +456 +0.2%
PMG
216
ProVise Management Group
Florida
$4.47M -$327K -17,382 -7%
KIA
217
KCM Investment Advisors
California
$4.42M -$2.03K -108 -0%
WBCM
218
Wilson & Boucher Capital Management
California
$4.41M +$4.41M +234,360 New
VCM
219
Vivaldi Capital Management
Illinois
$4.36M -$357K -18,966 -8%
CAM
220
Cresset Asset Management
Illinois
$4.34M +$883K +46,848 +26%
AIM
221
AMI Investment Management
Indiana
$4.23M -$661K -35,106 -14%
RT
222
Rockland Trust
Massachusetts
$4.21M -$614K -32,580 -13%
WCM
223
Wealthcare Capital Management
Virginia
$4.19M -$2.97M -157,662 -41%
ADL
224
Asset Dedication LLC
California
$4.18M -$39.7K -2,112 -0.9%
5L
225
55I LLC
Massachusetts
$4.18M +$25.2K +1,338 +0.6%
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