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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.

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
1
UBS AM
Illinois
$108M
2
FANJ
2
Financial Architects (New Jersey)
New Jersey
$22.1M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$39.6M
4
HWA
4
HHM Wealth Advisors
Tennessee
$60.6M
5
PA
5
PFG Advisors
Arizona
$4.91M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.11B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
BHB
4
Bank Hapoalim BM
Israel
$0
5
Creative Planning
5
Creative Planning
Kansas
$38.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.11B 26,460,530 -4,507,029 -15%
Betterment LLC
2
Betterment LLC
New York
$328M 7,413,728 – –
SCM
3
SCS Capital Management
Massachusetts
$222M 5,296,599 -248,862 -4%
EK
4
Evensky & Katz
Florida
$166M 3,951,121 -26,371 -0.7%
MFRM
5
Milliman Financial Risk Management
Illinois
$138M 3,294,953 +81,617 +3%
UBS AM
6
UBS AM
Illinois
$108M 2,579,289 +2,579,289 New
SG
7
Strid Group
Pennsylvania
$103M 2,460,066 -65,907 -3%
HP
8
HT Partners
Connecticut
$102M 2,420,252 -2,986 -0.1%
HCM
9
Hengehold Capital Management
Ohio
$94.9M 2,260,322 -77,904 -3%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$90.9M 2,165,191 -12,535 -0.6%
CC
11
Callan Capital
California
$88.2M 2,099,947 -107,659 -5%
HWM
12
HB Wealth Management
Georgia
$88.1M 2,099,231 -15,608 -0.7%
EA
13
Evergreen Advisors
Tennessee
$88.1M 2,097,918 +58,385 +3%
BFG
14
Bouchey Financial Group
New York
$86.2M 2,052,883 +6,882 +0.3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$77.5M 1,846,668 -57,251 -3%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$70.1M 1,669,741 +27,002 +2%
FWM
17
FFT Wealth Management
Pennsylvania
$64.2M 1,529,800 +6,581 +0.4%
LP
18
LGL Partners
Pennsylvania
$63.5M 1,513,265 +6,551 +0.4%
HWA
19
HHM Wealth Advisors
Tennessee
$60.6M 1,443,206 +119,794 +9%
Mariner
20
Mariner
Kansas
$57.9M 1,379,307 +22,234 +2%
SFS
21
Summit Financial Strategies
Ohio
$57.9M 1,377,968 +68,393 +5%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$49.6M 1,181,770 -27,249 -2%
HSA
23
HBK Sorce Advisory
Pennsylvania
$47.4M 1,129,035 -1,551 -0.1%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$44.9M 1,068,429 -150,560 -12%
HighTower Advisors
25
HighTower Advisors
Illinois
$43.3M 1,029,965 +11,813 +1%
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