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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 %
PWSG
451
Pacific Wealth Strategies Group
California
$753K -$51.9K -3,000 -6%
NRI
452
NFP Retirement Inc
California
$753K +$1.87K +108 +0.2%
MA
453
MCF Advisors
Kentucky
$747K – – –
CWS
454
Cypress Wealth Services
California
$745K -$21.8K -1,260 -3%
NFG
455
Next Financial Group
Texas
$739K -$2.8K -162 -0.4%
SPFA
456
Summit Place Financial Advisors
New Jersey
$735K -$11.5K -666 -2%
CWM
457
Cranbrook Wealth Management
Michigan
$731K – – –
GG
458
Gofen & Glossberg
Illinois
$725K +$7.38K +426 +1%
MIA
459
MainStreet Investment Advisors
Illinois
$721K – – –
NDSI
460
Newman Dignan & Sheerar Inc
Rhode Island
$717K -$2.18K -126 -0.3%
Janney Montgomery Scott
461
Janney Montgomery Scott
Pennsylvania
$713K +$250K +14,424 +54%
TAM
462
Townsend Asset Management
North Carolina
$712K -$18.3K -1,056 -3%
EPM
463
Elm Partners Management
Pennsylvania
$712K +$23.9K +1,380 +3%
LW
464
Linscomb Wealth
Texas
$709K -$144K -8,322 -17%
FNBT
465
FineMark National Bank & Trust
Florida
$709K +$1.77K +102 +0.2%
IFS
466
Ifrah Financial Services
Arkansas
$709K +$8.42K +486 +1%
ACP
467
Aveo Capital Partners
Colorado
$704K +$217K +12,564 +45%
CIC
468
Carnegie Investment Counsel
Ohio
$703K +$23.9K +1,380 +4%
RPSA
469
Richard P. Slaughter Associates
Texas
$702K -$160K -9,252 -19%
WCM
470
Washburn Capital Management
Florida
$696K +$35.9K +2,070 +5%
MWM
471
Merriman Wealth Management
Washington
$694K -$28.9K -1,668 -4%
I2I
472
Insight 2811 Inc
Illinois
$689K -$24.6K -1,422 -3%
LAM
473
LifePro Asset Management
California
$685K – – –
GMA
474
Goldstein Munger & Associates
California
$677K – – –
EGWAG
475
Elwood & Goetz Wealth Advisory Group
Georgia
$676K -$25.4K -1,464 -4%
17 18
19
20 21