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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 %
KIA
201
KCM Investment Advisors
California
$3.94M +$511K +34,665 +15%
SOAG
202
Silver Oak Advisory Group
Oregon
$3.94M -$303K -20,559 -7%
BlackRock
203
BlackRock
New York
$3.93M -$130K -8,823 -3%
EI
204
Ellevest Inc
New York
$3.93M +$914K +62,076 +30%
LCM
205
Liberty Capital Management
Michigan
$3.88M -$1.05M -71,340 -21%
BPA
206
Beacon Pointe Advisors
California
$3.87M -$1.03M -70,332 -21%
LBC
207
Lowe Brockenbrough & Co
Virginia
$3.84M +$421K +28,599 +12%
FA
208
Fagan Associates
New York
$3.84M -$1.94M -131,622 -34%
BSW
209
Buckingham Strategic Wealth
Missouri
$3.78M -$111K -7,545 -3%
ICM
210
Islay Capital Management
Texas
$3.74M -$4.11M -279,225 -52%
LIM
211
Leavell Investment Management
Alabama
$3.72M +$63.5K +4,308 +2%
Northern Trust
212
Northern Trust
Illinois
$3.71M -$12K -816 -0.3%
VA
213
Valmark Advisers
Ohio
$3.71M +$89K +6,039 +2%
Chevy Chase Trust
214
Chevy Chase Trust
Maryland
$3.7M – – –
RDWM
215
Red Door Wealth Management
Tennessee
$3.7M -$2.03K -138 -0.1%
RSWM
216
Robertson Stephens Wealth Management
California
$3.68M -$1.12M -76,236 -23%
RW
217
REDW Wealth
New Mexico
$3.67M -$104K -7,029 -3%
FCM
218
Firestone Capital Management
Florida
$3.66M +$221K +15,036 +6%
CIAS
219
Capital Investment Advisory Services
North Carolina
$3.64M +$299K +20,331 +9%
WFA
220
Wade Financial Advisory
California
$3.62M +$848K +57,582 +31%
BIP
221
Blueprint Investment Partners
North Carolina
$3.59M -$3.95M -267,801 -52%
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$3.57M -$11.3K -768 -0.3%
CSWM
223
Cassady Schiller Wealth Management
Ohio
$3.55M -$11.4K -774 -0.3%
WBCM
224
Wilson & Boucher Capital Management
California
$3.52M -$53K -3,600 -1%
SWRP
225
Summit Wealth & Retirement Planning
California
$3.51M +$6.98K +474 +0.2%
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