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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
+$188M
2
FWM
FFT Wealth Management
Pennsylvania
+$76.7M
3
AWM
Avior Wealth Management
Nebraska
+$35.5M
4
BHB
Bank Hapoalim BM
Israel
+$23.4M
5
GCA
Genesee Capital Advisors
New York
+$14.9M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$85.7M
2
MFRM
Milliman Financial Risk Management
Illinois
-$78.1M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$53M
4
TIM
Total Investment Management
Arizona
-$51.4M
5
FPCG
Fort Pitt Capital Group
Pennsylvania
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
276
Madison Wealth Management
Ohio
$2.42M -$35.3K -2,040 -1%
FAIM
277
Financial Advocates Investment Management
Washington
$2.42M +$322K +18,582 +15%
PPP
278
Private Portfolio Partners
New Jersey
$2.41M – – –
CWP
279
Capital Wealth Planning
Florida
$2.41M +$2.41M +139,044 New
MG
280
Mather Group
Illinois
$2.4M +$216K +12,486 +10%
BWL
281
Bogart Wealth LLC
Virginia
$2.38M -$19.7K -1,140 -0.8%
NCM
282
Novare Capital Management
North Carolina
$2.29M +$42.2K +2,436 +2%
BIA
283
Bigelow Investment Advisors
Maine
$2.28M +$342K +19,764 +18%
JHCP
284
Jackson Hole Capital Partners
Oklahoma
$2.23M -$3.32K -192 -0.1%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$2.2M +$1.12M +64,740 +104%
CIA
286
Compass Ion Advisors
Pennsylvania
$2.14M +$290K +16,740 +16%
MMA
287
Miracle Mile Advisors
California
$2.12M +$70.3K +4,062 +3%
MSS
288
Mitchell Sinkler & Starr
Pennsylvania
$2.06M +$87.3K +5,040 +4%
JPLA
289
Joseph P. Lucia & Associates
New York
$2.06M -$7.17K -414 -0.3%
SWM
290
Segment Wealth Management
Texas
$2.04M +$104 +6 +0%
VCAM
291
Van Cleef Asset Management
Ohio
$2.01M -$623K -36,000 -24%
FA
292
Faithward Advisors
Pennsylvania
$2M +$19K +1,098 +1%
WIC
293
Woodmont Investment Counsel
Tennessee
$2M -$231K -13,362 -10%
RW
294
RVW Wealth
California
$2M -$181 -12 -0%
DPI
295
Diversified Portfolios Inc
Michigan
$1.99M -$120K -6,924 -6%
Goldman Sachs
296
Goldman Sachs
New York
$1.98M -$4.31M -248,814 -68%
GWA
297
GGM Wealth Advisors
Maryland
$1.97M +$1.97M +107,328 New
BWM
298
BCS Wealth Management
Tennessee
$1.97M +$164K +9,468 +9%
WPA
299
West Paces Advisors
Georgia
$1.93M -$15.1K -870 -0.8%
IWC
300
Integrated Wealth Concepts
Massachusetts
$1.92M +$49.7K +2,874 +3%
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