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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

777 hedge funds and large institutions have $7.45B invested in Schwab US Broad Market ETF in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 314 increasing their positions, 266 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.65%
Holding in Top 10
105
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.94%
% of All Funds
1.84%
New
36
Increased
314
Reduced
266
Closed
21
Calls
$8.58M
Puts
$1.93M
Net Calls
+$6.65M
Net Calls Change
+$1.22M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.33B
2
FWM
FFT Wealth Management
Pennsylvania
$76.7M
3
AWM
Avior Wealth Management
Nebraska
$35.7M
4
BHB
Bank Hapoalim BM
Israel
$23.4M
5
GCA
Genesee Capital Advisors
New York
$15.5M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$359M
2
MFRM
Milliman Financial Risk Management
Illinois
$300M
3
HSA
HBK Sorce Advisory
Pennsylvania
$61.6M
4
TIM
Total Investment Management
Arizona
$898K
5
FPCG
Fort Pitt Capital Group
Pennsylvania
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$3.3M -$42.3K -2,442 -1%
RJA
227
Raymond James & Associates
Florida
$3.27M -$90.5K -5,226 -3%
MAM
228
McCarthy Asset Management
California
$3.27M +$64.4K +3,720 +2%
SFA
229
Souders Financial Advisors
Ohio
$3.25M -$39.7K -2,292 -1%
LBC
230
Lowe Brockenbrough & Co
Virginia
$3.24M +$247K +14,274 +8%
BL
231
BCWM LLC
Kansas
$3.23M -$210K -12,156 -6%
PCMC
232
Private Capital Management (Colorado)
Colorado
$3.23M -$47.3K -2,730 -1%
FCM
233
Firestone Capital Management
Florida
$3.23M – – –
NI
234
NYL Investors
New York
$3.21M +$93.5K +5,400 +3%
HCMT
235
Highland Capital Management (Tennessee)
Tennessee
$3.19M +$26.6K +1,536 +0.8%
MCCP
236
Mission Creek Capital Partners
California
$3.19M -$6.23K -360 -0.2%
CAM
237
Cresset Asset Management
Illinois
$3.18M +$15.8K +912 +0.5%
HI
238
Hudock Inc
Pennsylvania
$3.18M -$49.9K -2,880 -2%
KJWM
239
Kiley Juergens Wealth Management
Washington
$3.16M -$1.59M -92,106 -34%
BAM
240
Berkshire Asset Management
Pennsylvania
$3.15M +$49.4K +2,856 +2%
VVP
241
Venture Visionary Partners
Ohio
$3.11M -$93.5K -5,400 -3%
MML Investors Services
242
MML Investors Services
Massachusetts
$3.06M +$504K +29,130 +20%
CCM
243
Ciovacco Capital Management
Georgia
$3.05M -$1.45M -83,622 -32%
AllianceBernstein
244
AllianceBernstein
Tennessee
$2.97M +$2.97M +171,582 New
CAM
245
Cozad Asset Management
Illinois
$2.97M – – –
PWMG
246
Prestige Wealth Management Group
New Jersey
$2.96M +$23K +1,326 +0.8%
ISWM
247
Independent Solutions Wealth Management
New York
$2.91M -$88.5K -5,112 -3%
GIP
248
Granite Investment Partners
California
$2.91M +$58.9K +3,402 +2%
CI
249
CX Institutional
Indiana
$2.89M +$96K +5,544 +3%
LPIC
250
LeJeune Puetz Investment Counsel
Michigan
$2.88M +$21.5K +1,242 +0.8%
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