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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 %
WFA
251
Wade Financial Advisory
California
$2.87M -$153K -8,814 -5%
BP
252
BBR Partners
New York
$2.86M – – –
OCG
253
Opus Capital Group
Ohio
$2.86M +$1.97K +114 +0.1%
GPFA
254
Game Plan Financial Advisors
Ohio
$2.81M -$78.3K -4,524 -3%
CA
255
Cambridge Advisors
Nebraska
$2.77M -$44.4K -2,562 -2%
LRPA
256
L. Roy Papp & Associates
Arizona
$2.76M -$32.3K -1,866 -1%
SWM
257
Southern Wealth Management
Texas
$2.73M +$11.5K +666 +0.4%
Ameriprise
258
Ameriprise
Minnesota
$2.72M +$146K +8,430 +6%
ZIC
259
ZWJ Investment Counsel
Georgia
$2.7M +$3.64K +210 +0.1%
CMBA
260
C.M. Bidwell & Associates
Hawaii
$2.69M -$13K -750 -0.5%
YIA
261
YHB Investment Advisors
Connecticut
$2.68M +$311K +17,964 +13%
NL
262
NEPC LLC
Massachusetts
$2.67M – – –
CFS
263
CRA Financial Services
New Jersey
$2.6M +$27.7K +1,602 +1%
SAMC
264
Spectrum Asset Management (California)
California
$2.56M -$926K -53,514 -27%
NA
265
NewEdge Advisors
Louisiana
$2.56M +$1.1M +63,594 +75%
ACA
266
Atlas Capital Advisors
Wyoming
$2.55M -$309K -17,844 -11%
BAM
267
Belpointe Asset Management
Nevada
$2.53M -$95.7K -5,526 -4%
DFA
268
DHJJ Financial Advisors
Illinois
$2.52M +$143K +8,244 +6%
SIC
269
Salem Investment Counselors
North Carolina
$2.51M -$20.1K -1,164 -0.8%
EL
270
Essex LLC
Illinois
$2.5M +$2.5M +144,402 New
DWM
271
Destination Wealth Management
California
$2.5M +$56K +3,234 +2%
ACM
272
AlphaStar Capital Management
North Carolina
$2.49M +$422K +23,034 +20%
PIP
273
Peachtree Investment Partners
Florida
$2.47M +$107K +6,180 +5%
JWBC
274
John W. Brooker & Co
California
$2.44M +$9.97K +576 +0.4%
Renaissance Technologies
275
Renaissance Technologies
New York
$2.43M +$1.55M +89,400 +175%
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