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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.

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
1
Wealthfront Advisers
California
$1.33B
2
FWM
2
FFT Wealth Management
Pennsylvania
$76.7M
3
AWM
3
Avior Wealth Management
Nebraska
$35.7M
4
BHB
4
Bank Hapoalim BM
Israel
$23.4M
5
GCA
5
Genesee Capital Advisors
New York
$15.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$359M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$300M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$61.6M
4
TIM
4
Total Investment Management
Arizona
$898K
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$49.3M 475,114 -5,583 -1%
AAIM
27
Asset Advisors Investment Management
Georgia
$48.1M 463,483 +7,780 +2%
HWA
28
HHM Wealth Advisors
Tennessee
$46.6M 449,066 -24,159 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$45.9M 441,522 -49,653 -10%
HighTower Advisors
30
HighTower Advisors
Illinois
$43.5M 418,365 +4,970 +1%
Mariner
31
Mariner
Kansas
$43M 414,144 +19,236 +5%
UCFA
32
United Capital Financial Advisors
Texas
$42.7M 411,173 -7,982 -2%
NSAM
33
North Star Asset Management
Wisconsin
$39.8M 382,815 +2,275 +0.6%
OAJ
34
Ogorek Anthony Joseph
New York
$36.4M 350,029 +46,046 +15%
GAM
35
Gemmer Asset Management
California
$36.3M 349,757 +7,783 +2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$35.8M 345,055 +17,034 +5%
AWM
37
Avior Wealth Management
Nebraska
$35.7M 343,404 +342,249 +29,632%
SFC
38
SYM Financial Corp
Indiana
$34.7M 334,194 -19,802 -6%
BP
39
Ballentine Partners
Massachusetts
$34.6M 333,008 -9,902 -3%
SFG
40
SNS Financial Group
Minnesota
$34.3M 329,785 -90,216 -21%
JWS
41
Juncture Wealth Strategies
Arizona
$33.6M 323,960 +32,997 +11%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$32.9M 316,380 +6,383 +2%
FNC
43
First National Corp
Massachusetts
$32.2M 310,410 +21,882 +8%
MF
44
Manchester Financial
California
$31.8M 305,797 +14,504 +5%
Creative Planning
45
Creative Planning
Kansas
$31.7M 305,592 +20,392 +7%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$31M 298,555 -857 -0.3%
PIMG
47
Patriot Investment Management Group
Tennessee
$29.9M 287,631 -3,948 -1%
LPL Financial
48
LPL Financial
California
$29.1M 280,256 +31,726 +13%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$28.6M 275,303 -1,738 -0.6%
SA
50
Strategic Advisors
New York
$28.2M 271,692 -380 -0.1%
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