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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 %
ASN
351
Advisory Services Network
Georgia
$1.38M -$4.91M -283,530 -78%
SCM
352
Southport Capital Management
Tennessee
$1.38M +$119K +6,846 +9%
DI
353
Disciplined Investments
Oklahoma
$1.38M +$4.26K +246 +0.3%
FNBOMD
354
First National Bank of Mount Dora
Florida
$1.37M – – –
DAS
355
Dynamic Advisor Solutions
Arizona
$1.37M +$123K +7,092 +10%
SAM
356
S.A. Mason
Michigan
$1.37M -$2.6K -150 -0.2%
FG
357
Foster Group
Iowa
$1.36M +$2.18K +126 +0.2%
SFA
358
Sequoia Financial Advisors
Ohio
$1.36M -$6.87M -396,936 -84%
PI
359
Pachira Investments
California
$1.35M -$16.2K -936 -1%
GA
360
Gateway Advisory
New Jersey
$1.35M – – –
LWAC
361
Laurel Wealth Advisors (California)
California
$1.34M – – –
EI
362
Ellevest Inc
New York
$1.33M -$11K -636 -0.8%
AWA
363
Acorn Wealth Advisors
Michigan
$1.33M +$30.6K +1,770 +2%
CAN
364
Cetera Advisor Networks
California
$1.32M +$12.8K +738 +1%
SCM
365
Seascape Capital Management
New Hampshire
$1.32M +$138K +7,950 +12%
DSN
366
D. Scott Neal
Kentucky
$1.3M -$519 -30 -0%
BWM
367
Blossom Wealth Management
California
$1.29M +$135K +7,788 +12%
ECM
368
Exchange Capital Management
Michigan
$1.29M -$111K -6,420 -8%
EH
369
Equitable Holdings
New York
$1.28M +$978K +56,466 +328%
ECG
370
Edge Capital Group
Georgia
$1.27M +$151K +8,718 +14%
FWM
371
Filbrandt Wealth Management
Wisconsin
$1.26M -$33.3K -1,926 -3%
William Blair & Company
372
William Blair & Company
Illinois
$1.25M -$144K -8,298 -10%
BI
373
Blooom Inc
Kansas
$1.24M +$23.9K +1,350 +2%
SCM
374
SOL Capital Management
Maryland
$1.24M -$79.5K -4,596 -6%
KWM
375
Keebeck Wealth Management
Illinois
$1.24M – – –
13 14
15
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