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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
14.06%
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 %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.5B 28,076,551 +13,553,949 +93%
Betterment LLC
2
Betterment LLC
New York
$397M 7,444,713 +3,686,885 +98%
SCM
3
SCS Capital Management
Massachusetts
$327M 6,124,643 +2,851,431 +87%
MFRM
4
Milliman Financial Risk Management
Illinois
$223M 4,170,257 +1,286,500 +45%
EK
5
Evensky & Katz
Florida
$214M 4,006,950 +2,005,314 +100%
HP
6
HT Partners
Connecticut
$133M 2,494,385 +1,252,395 +101%
SG
7
Strid Group
Pennsylvania
$130M 2,437,465 +1,254,153 +106%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$118M 2,214,634 +1,007,190 +83%
CC
9
Callan Capital
California
$111M 2,073,237 +1,092,658 +111%
EA
10
Evergreen Advisors
Tennessee
$108M 2,025,145 +1,036,687 +105%
CJFS
11
Coulter & Justus Financial Services
Tennessee
$108M 2,025,145 +2,025,145 New
BFG
12
Bouchey Financial Group
New York
$107M 2,001,083 +1,064,125 +114%
HCM
13
Hengehold Capital Management
Ohio
$103M 1,927,842 +867,765 +82%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$102M 1,911,907 +956,240 +100%
HWM
15
HB Wealth Management
Georgia
$99M 1,854,639 +992,153 +115%
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$94.8M 1,776,404 +929,548 +110%
HDIM
17
Hanson & Doremus Investment Management
Vermont
$86.7M 1,623,877 +850,324 +110%
FWM
18
FFT Wealth Management
Pennsylvania
$80.6M 1,510,430 +762,192 +102%
Creative Planning
19
Creative Planning
Kansas
$80M 1,497,678 +1,194,618 +394%
Mariner
20
Mariner
Kansas
$72M 1,348,142 +968,088 +255%
LP
21
LGL Partners
Pennsylvania
$70.9M 1,327,054 +665,435 +101%
SFS
22
Summit Financial Strategies
Ohio
$69.1M 1,293,928 +640,951 +98%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$66.3M 1,241,361 +608,574 +96%
HWA
24
HHM Wealth Advisors
Tennessee
$65.2M 1,221,698 +758,572 +164%
HSA
25
HBK Sorce Advisory
Pennsylvania
$60.3M 1,129,275 +549,975 +95%
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