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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 %
BAM
301
Baldrige Asset Management
Pennsylvania
$1.9M -$202K -11,694 -10%
TWM
302
Tolleson Wealth Management
Texas
$1.89M -$143K -8,268 -7%
LCC
303
Lincoln Capital Corp
Rhode Island
$1.85M +$8.2K +474 +0.4%
TF
304
TIAA FSB
Florida
$1.84M +$117K +6,732 +7%
LSAG
305
Lake Street Advisors Group
New Hampshire
$1.84M +$1.84M +105,978 New
CFA
306
Capstone Financial Advisors
Illinois
$1.82M -$8.52K -492 -0.5%
EWM
307
Empirical Wealth Management
Washington
$1.82M -$100K -5,778 -5%
BWM
308
Benchmark Wealth Management
Connecticut
$1.79M – – –
QCG
309
Quadrant Capital Group
Ohio
$1.79M +$39.1K +2,256 +2%
CAM
310
Carret Asset Management
New York
$1.78M -$36.2K -2,094 -2%
SEEDPG
311
S.E.E.D. Planning Group
New York
$1.77M -$102K -5,910 -5%
RG
312
Retirement Group
California
$1.75M +$14.5K +840 +0.8%
MA
313
Modus Advisors
Minnesota
$1.72M -$209K -12,060 -11%
SMC
314
Smith, Moore & Co
Missouri
$1.72M -$340K -19,650 -17%
SIC
315
Sigma Investment Counselors
Michigan
$1.72M +$6.75K +390 +0.4%
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$1.71M -$225K -13,020 -12%
MPM
317
Meritage Portfolio Management
Kansas
$1.7M -$26.7K -1,542 -2%
AMG
318
Asset Management Group
Connecticut
$1.68M -$76.3K -4,410 -4%
TYCC
319
Texas Yale Capital Corp
Florida
$1.66M +$116K +6,720 +8%
SCA
320
STALEY CAPITAL ADVISERS
Pennsylvania
$1.66M -$6.23K -360 -0.4%
BJL
321
Brighton Jones LLC
Washington
$1.64M +$66.6K +3,846 +4%
BCM
322
Brookstone Capital Management
Illinois
$1.63M +$1.48K +84 +0.1%
SBH
323
Segall Bryant & Hamill
Illinois
$1.62M -$727 -42 -0%
SFS
324
Sowell Financial Services
Arkansas
$1.59M -$385K -22,218 -19%
AFP
325
Ausdal Financial Partners
Iowa
$1.59M -$10.1K -582 -0.6%
11 12
13
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