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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 %
RSWM
201
Robertson Stephens Wealth Management
California
$3.56M +$64K +4,575 +2%
KIA
202
KCM Investment Advisors
California
$3.56M -$192K -13,704 -5%
Northern Trust
203
Northern Trust
Illinois
$3.56M +$28.4K +2,028 +0.8%
LIM
204
Leavell Investment Management
Alabama
$3.54M +$6.47K +462 +0.2%
BSW
205
Buckingham Strategic Wealth
Missouri
$3.53M -$57.4K -4,098 -2%
Chevy Chase Trust
206
Chevy Chase Trust
Maryland
$3.52M – – –
RDWM
207
Red Door Wealth Management
Tennessee
$3.52M +$168 +12 +0%
WBCM
208
Wilson & Boucher Capital Management
California
$3.5M +$155K +11,100 +5%
RW
209
REDW Wealth
New Mexico
$3.45M -$32.8K -2,340 -0.9%
WFA
210
Wade Financial Advisory
California
$3.44M -$630 -45 -0%
CIAS
211
Capital Investment Advisory Services
North Carolina
$3.36M -$97.9K -6,999 -3%
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$3.36M -$35K -2,502 -1%
VCM
213
Vivaldi Capital Management
Illinois
$3.34M +$92.2K +6,480 +3%
CSWM
214
Cassady Schiller Wealth Management
Ohio
$3.34M -$33K -2,355 -1%
CPIG
215
Chicago Partners Investment Group
Illinois
$3.32M +$538K +36,144 +19%
RWM
216
RKL Wealth Management
Pennsylvania
$3.31M +$76.1K +5,439 +2%
SWRP
217
Summit Wealth & Retirement Planning
California
$3.22M -$115K -8,211 -3%
CAM
218
Cresset Asset Management
Illinois
$3.2M -$47.7K -3,411 -1%
SOAG
219
Silver Oak Advisory Group
Oregon
$3.15M -$590K -42,171 -16%
Citadel Advisors
220
Citadel Advisors
Florida
$3.13M +$3.13M +223,893 New
SHJ
221
Sharkey, Howes & Javer
Colorado
$3.11M +$2.13M +151,923 +217%
ICM
222
Islay Capital Management
Texas
$3.1M -$446K -31,887 -13%
SFA
223
Souders Financial Advisors
Ohio
$3.08M +$224K +16,023 +8%
PAG
224
Private Advisor Group
New Jersey
$3.07M +$85.9K +6,138 +3%
ADL
225
Asset Dedication LLC
California
$3.06M +$3.06M +218,604 New
7 8
9
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