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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.

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
1
Wealthfront Advisers
California
$1.64B
2
HWM
2
HB Wealth Management
Georgia
$97.5M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$95.7M
4
LP
4
LGL Partners
Pennsylvania
$74.8M
5
SFG
5
Socha Financial Group
New York
$49.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.1M
2
SCM
2
SCS Capital Management
Massachusetts
$370M
3
AWM
3
Avior Wealth Management
Nebraska
$19M
4
Betterment LLC
4
Betterment LLC
New York
$425M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$35.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.64B 14,522,602 +1,688,244 +13%
Betterment LLC
2
Betterment LLC
New York
$425M 3,757,828 -163,068 -4%
SCM
3
SCS Capital Management
Massachusetts
$370M 3,273,212 -182,831 -5%
MFRM
4
Milliman Financial Risk Management
Illinois
$326M 2,883,757 – –
EK
5
Evensky & Katz
Florida
$226M 2,001,636 -54,414 -3%
HP
6
HT Partners
Connecticut
$140M 1,241,990 +1,838 +0.1%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$136M 1,207,444 +25,134 +2%
SG
8
Strid Group
Pennsylvania
$134M 1,183,312 +45,877 +4%
HCM
9
Hengehold Capital Management
Ohio
$120M 1,060,077 +12,329 +1%
EA
10
Evergreen Advisors
Tennessee
$112M 988,458 -3,160 -0.3%
CC
11
Callan Capital
California
$111M 980,579 +15,739 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$108M 955,667 -7,600 -0.8%
BFG
13
Bouchey Financial Group
New York
$106M 936,958 -3,688 -0.4%
HWM
14
HB Wealth Management
Georgia
$97.5M 862,486 +862,486 New
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$95.7M 846,856 +846,856 New
JIP
16
JBJ Investment Partners
South Carolina
$90.7M 802,463 -36,657 -4%
HDIM
17
Hanson & Doremus Investment Management
Vermont
$87.4M 773,553 +13,473 +2%
FWM
18
FFT Wealth Management
Pennsylvania
$84.6M 748,238 +9,610 +1%
LP
19
LGL Partners
Pennsylvania
$74.8M 661,619 +661,619 New
SFS
20
Summit Financial Strategies
Ohio
$73.8M 652,977 +24,201 +4%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$71.5M 632,787 -5,441 -0.9%
HSA
22
HBK Sorce Advisory
Pennsylvania
$65.5M 579,300 -13,322 -2%
AIP
23
Almanack Investment Partners
Pennsylvania
$64.2M 568,165 +13,182 +2%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$57M 503,947 +942 +0.2%
CWM
25
Circle Wealth Management
New Jersey
$56.8M 502,368 +505 +0.1%
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