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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 %
SC
326
Slow Capital
California
$1.59M -$49.3K -2,850 -3%
Lido Advisors
327
Lido Advisors
California
$1.59M +$519 +30 +0%
MA
328
MBA Advisors
Pennsylvania
$1.58M +$8.93K +516 +0.6%
CG
329
Colony Group
Massachusetts
$1.58M -$8.62K -498 -0.5%
CAG
330
Compass Advisory Group
New York
$1.58M +$18.9K +1,092 +1%
NCM
331
Northwest Capital Management
Oregon
$1.58M +$10.4K +570 +0.7%
WCM
332
Weik Capital Management
Pennsylvania
$1.57M -$61.2K -3,534 -4%
GCA
333
Gradient Capital Advisors
California
$1.56M -$34.3K -1,980 -2%
NS
334
Newman & Schimel
Illinois
$1.56M +$223K +12,858 +17%
V
335
Veritable
Delaware
$1.55M +$415 +24 +0%
BWP
336
BSW Wealth Partners
Colorado
$1.53M -$10.4K -600 -0.7%
HI
337
Hendershot Investments
Virginia
$1.5M +$234K +13,512 +18%
S
338
SignatureFD
Georgia
$1.5M +$496K +28,626 +49%
WPIC
339
White Pine Investment Company
Michigan
$1.5M -$47.4K -2,736 -3%
SWM
340
Spire Wealth Management
Virginia
$1.48M +$47.2K +2,730 +3%
SHJ
341
Sharkey, Howes & Javer
Colorado
$1.47M – – –
PAMG
342
Patton Albertson Miller Group
Tennessee
$1.45M – – –
FWM
343
Focused Wealth Management
New York
$1.44M +$5.92K +342 +0.4%
FWP
344
FAS Wealth Partners
Kansas
$1.43M +$2.39K +138 +0.2%
SAM
345
Smithbridge Asset Management
Pennsylvania
$1.42M +$88.3K +5,100 +7%
WS
346
Wedbush Securities
California
$1.42M -$42.2K -2,436 -3%
AA
347
Ancora Advisors
Ohio
$1.41M +$8.1K +468 +0.6%
GWM
348
Gray Wealth Management
Maine
$1.41M +$48.9K +2,826 +4%
RM
349
Resource Management
Louisiana
$1.4M +$29.8K +1,722 +2%
DI
350
Diligent Investors
California
$1.4M – – –
12 13
14
15 16