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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 %
IAP
426
Indie Asset Partners
Indiana
$881K +$4.15K +240 +0.5%
KeyBank National Association
427
KeyBank National Association
Ohio
$880K -$49.3K -2,850 -5%
SAF
428
Smith Anglin Financial
Texas
$873K +$2.8K +162 +0.3%
VWA
429
V Wealth Advisors
Kansas
$870K -$7.17K -414 -0.8%
TRCT
430
Tower Research Capital (TRC)
New York
$864K -$3.93M -226,980 -82%
EFSCE
431
Enterprise Financial Services Corp (EFSC)
Missouri
$848K +$83.4K +4,818 +11%
SGCA
432
Steel Grove Capital Advisors
Tennessee
$845K – – –
NCMW
433
Northern Capital Management (Washington)
Washington
$836K +$119K +6,846 +17%
PP
434
Pegasus Partners
Wisconsin
$830K – – –
CAI
435
Capital Advisors Inc
Oklahoma
$825K -$929K -53,652 -53%
TCM
436
Twele Capital Management
Minnesota
$821K -$19.4K -1,122 -2%
CL
437
Choreo LLC
Illinois
$821K +$155K +8,940 +23%
VDI
438
Vaughan David Investments
Illinois
$815K -$76.3K -4,410 -9%
AWA
439
Arkadios Wealth Advisors
Georgia
$804K -$108K -6,240 -12%
GC
440
Grimes & Company
Massachusetts
$800K +$61.3K +3,540 +8%
G
441
Gainplan
Michigan
$793K -$8.29K -480 -1%
TC
442
Tatro Capital
Kentucky
$792K +$72.4K +4,182 +10%
VPIM
443
Vanguard Personalized Indexing Management
California
$791K – – –
PFA
444
Pure Financial Advisors
California
$785K -$69.4K -4,008 -8%
CSIA
445
Charles Schwab Investment Advisory
California
$780K +$549K +31,704 +237%
ECG
446
EPIQ Capital Group
California
$778K +$2.39K +138 +0.3%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$777K +$11.6K +672 +2%
GRP
448
Global Retirement Partners
California
$777K +$34.9K +2,016 +5%
Baird Financial Group
449
Baird Financial Group
Wisconsin
$773K +$61.4K +3,546 +9%
CCM
450
Carlson Capital Management
Minnesota
$771K +$21K +1,212 +3%
16 17
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