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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
201
Parallel Advisors
California
$4.72M 87,142 +39,271 +82%
BSW
202
Buckingham Strategic Wealth
Missouri
$4.7M 87,964 +43,710 +99%
AF
203
Advisornet Financial
Minnesota
$4.68M 87,673 -13,682 -13%
RW
204
REDW Wealth
New Mexico
$4.56M 85,337 +43,026 +102%
BWL
205
Beacon Wealthcare LLC
North Carolina
$4.55M 85,133 +43,408 +104%
Northern Trust
206
Northern Trust
Illinois
$4.5M 84,250 +42,125 +100%
PMG
207
ProVise Management Group
Florida
$4.48M 83,822 +44,277 +112%
Chevy Chase Trust
208
Chevy Chase Trust
Maryland
$4.47M 83,772 +33,094 +65%
RDWM
209
Red Door Wealth Management
Tennessee
$4.47M 83,768 +41,801 +100%
PCMC
210
Private Capital Management (Colorado)
Colorado
$4.44M 83,240 +52,870 +174%
RF
211
RHS Financial
California
$4.43M 83,002 +50,646 +157%
LIM
212
Leavell Investment Management
Alabama
$4.41M 82,642 +42,397 +105%
WOSD
213
WFA of San Diego
California
$4.39M 82,281 +40,523 +97%
VA
214
Valmark Advisers
Ohio
$4.37M 81,917 +42,144 +106%
Koshinski Asset Management
215
Koshinski Asset Management
Illinois
$4.32M 81,002 +38,906 +92%
WBCM
216
Wilson & Boucher Capital Management
California
$4.32M 80,819 +41,759 +107%
CSWM
217
Cassady Schiller Wealth Management
Ohio
$4.3M 80,541 +40,031 +99%
LJAC
218
L.J. Altfest & Co
New York
$4.27M 79,878 +39,914 +100%
SWRP
219
Summit Wealth & Retirement Planning
California
$4.23M 79,276 +39,692 +100%
RWM
220
RKL Wealth Management
Pennsylvania
$4.17M 78,185 +38,346 +96%
APA
221
American Portfolios Advisors
New York
$4.16M 77,189 +68,006 +741%
FCM
222
Firestone Capital Management
Florida
$4.16M 77,818 +44,180 +131%
KJWM
223
Kiley Juergens Wealth Management
Washington
$4.15M 77,714 +46,752 +151%
KIA
224
KCM Investment Advisors
California
$4.15M 77,682 +38,565 +99%
LBC
225
Lowe Brockenbrough & Co
Virginia
$4.13M 77,426 +41,380 +115%
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