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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 %
SHWM
376
Silicon Hills Wealth Management
Texas
$1.23M -$31.8K -1,836 -3%
TIA
377
Traphagen Investment Advisors
New Jersey
$1.23M – – –
PIM
378
Penobscot Investment Management
Massachusetts
$1.2M +$104 +6 +0%
RTL
379
Red Tortoise LLC
Georgia
$1.2M +$1.2M +171,510 New
NHC
380
Nicholas Hoffman & Company
Georgia
$1.19M +$104 +6 +0%
PA
381
Pinnacle Associates
New York
$1.17M -$227K -13,098 -16%
CFA
382
Carroll Financial Associates
North Carolina
$1.17M +$9.76K +564 +0.8%
SCP
383
Shorepoint Capital Partners
Massachusetts
$1.17M +$1.17M +67,308 New
B
384
Bailard
California
$1.14M -$17.5K -1,014 -2%
WWP
385
Waypoint Wealth Partners
California
$1.13M +$23.7K +1,368 +2%
CAG
386
Crestwood Advisors Group
Massachusetts
$1.13M -$155K -8,934 -12%
MS
387
Madden Securities
Texas
$1.12M -$17.5K -1,014 -2%
DP
388
Denver PWM
Colorado
$1.1M -$3.43K -198 -0.3%
Financial Engines Advisors
389
Financial Engines Advisors
California
$1.09M +$1.09M +62,886 New
GT
390
Glenmede Trust
Pennsylvania
$1.08M +$383K +22,134 +55%
CNFG
391
Creegan & Nassoura Financial Group
New Hampshire
$1.08M – – –
AFAS
392
Acorn Financial Advisory Services
Virginia
$1.07M -$2.7K -156 -0.3%
IAN
393
Integrated Advisors Network
Texas
$1.07M +$823K +47,526 +332%
CA
394
Callahan Advisors
Texas
$1.06M +$6.02K +348 +0.6%
RWRC
395
R.W. Roge & Company
New York
$1.06M -$9.16K -504 -0.9%
OPWM
396
Oakwell Private Wealth Management
Texas
$1.06M -$151K -8,712 -12%
AAP
397
Arax Advisory Partners
Colorado
$1.06M +$92.8K +5,364 +10%
TIM
398
Tortoise Investment Management
New York
$1.05M -$35.1K -2,028 -3%
CTA
399
Chesley Taft & Associates
Illinois
$1.03M +$41.5K +2,400 +4%
SSWM
400
Smith Salley Wealth Management
North Carolina
$1.02M – – –
14 15
16
17 18