SCHB icon

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.

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
1
Wealthfront Advisers
California
$1.37B
2
AWM
2
AE Wealth Management
Kansas
$28.8M
3
HCM
3
Hengehold Capital Management
Ohio
$103M
4
WAG
4
Winthrop Advisory Group
Massachusetts
$15.2M
5
HI
5
Harbour Investments
Wisconsin
$14.7M

Top Sellers

1
CJFS
1
Coulter & Justus Financial Services
Tennessee
$0
2
BF
2
Brooklyn FI
New York
$1.88M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$142M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
SCM
5
SCS Capital Management
Massachusetts
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.37B 30,967,559 +2,891,008 +10%
Betterment LLC
2
Betterment LLC
New York
$328M 7,413,728 -30,985 -0.4%
SCM
3
SCS Capital Management
Massachusetts
$245M 5,545,461 -579,182 -9%
EK
4
Evensky & Katz
Florida
$176M 3,977,492 -29,458 -0.7%
MFRM
5
Milliman Financial Risk Management
Illinois
$142M 3,213,336 -956,921 -23%
SG
6
Strid Group
Pennsylvania
$112M 2,525,973 +88,508 +4%
HP
7
HT Partners
Connecticut
$107M 2,423,238 -71,147 -3%
HCM
8
Hengehold Capital Management
Ohio
$103M 2,338,226 +410,384 +21%
CC
9
Callan Capital
California
$97.6M 2,207,606 +134,369 +6%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$96.2M 2,177,726 -36,908 -2%
HWM
11
HB Wealth Management
Georgia
$93.5M 2,114,839 +260,200 +14%
BFG
12
Bouchey Financial Group
New York
$90.4M 2,046,001 +44,918 +2%
EA
13
Evergreen Advisors
Tennessee
$90.1M 2,039,533 +14,388 +0.7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$84.1M 1,903,919 -7,988 -0.4%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$72.6M 1,642,739 +18,862 +1%
FWM
16
FFT Wealth Management
Pennsylvania
$67.3M 1,523,219 +12,789 +0.8%
LP
17
LGL Partners
Pennsylvania
$66.6M 1,506,714 +179,660 +14%
Mariner
18
Mariner
Kansas
$60M 1,357,073 +8,931 +0.7%
HWA
19
HHM Wealth Advisors
Tennessee
$58.5M 1,323,412 +101,714 +8%
SFS
20
Summit Financial Strategies
Ohio
$57.9M 1,309,575 +15,647 +1%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$53.9M 1,218,989 -557,415 -31%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$53.4M 1,209,019 -32,342 -3%
Creative Planning
23
Creative Planning
Kansas
$52.7M 1,191,934 -305,744 -20%
HSA
24
HBK Sorce Advisory
Pennsylvania
$50M 1,130,586 +1,311 +0.1%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$45.4M 1,027,181 +8,652 +0.8%
1
2 3 4 5