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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 %
PA
401
Perennial Advisors
New York
$1.02M +$2.81K +162 +0.3%
DADC
402
D.A. Davidson & Co
Montana
$1.02M +$3.12K +180 +0.3%
WWM
403
Windsor Wealth Management
Indiana
$1.01M +$2.21K +126 +0.2%
FMP
404
Financial Management Professionals
Texas
$1.01M -$360K -20,826 -26%
EWM
405
Evermay Wealth Management
Virginia
$1M +$104 +6 +0%
CRC
406
Curi RMB Capital
Illinois
$987K – – –
ATC
407
Argent Trust Co
Tennessee
$985K +$3.12K +180 +0.3%
FT
408
Fiduciary Trust
Massachusetts
$984K – – –
LIG
409
Lokken Investment Group
Delaware
$984K +$37.7K +2,178 +4%
GSAM
410
Grant Street Asset Management
Pennsylvania
$983K +$820K +47,340 +502%
VWA
411
VERITY Wealth Advisors
United States
$971K -$55.1K -3,180 -5%
GP
412
Greenline Partners
New York
$968K +$3.01K +174 +0.3%
Cerity Partners
413
Cerity Partners
New York
$960K +$30.6K +1,770 +3%
CP
414
Corbenic Partners
Pennsylvania
$953K +$416 +24 +0%
UWPG
415
Ullmann Wealth Partners Group
Florida
$952K +$80.7K +4,662 +9%
PWM
416
Perigon Wealth Management
California
$938K -$9.24K -534 -1%
ICG
417
InterOcean Capital Group
Tennessee
$938K +$30K +1,734 +3%
CCM
418
Chilton Capital Management
Texas
$922K – – –
GI
419
GS Investments
Minnesota
$921K +$921K +53,190 New
EWA
420
EP Wealth Advisors
California
$915K +$139K +8,028 +18%
ODIJL
421
One Day In July LLC
Vermont
$908K +$19.3K +1,116 +2%
PFA
422
Pinnacle Family Advisors
Missouri
$903K +$322K +18,600 +55%
UWM
423
USAdvisors Wealth Management
Minnesota
$903K +$903K +52,176 New
TIM
424
Total Investment Management
Arizona
$898K -$51.4M -2,972,838 -98%
HIC
425
Holderness Investments Company
North Carolina
$884K +$121K +6,984 +16%
15 16
17
18 19