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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 %
SAM
476
Summit Asset Management
Tennessee
$675K – – –
DSAM
477
Dock Street Asset Management
Florida
$675K – – –
MAG
478
Mayfair Advisory Group
Alabama
$673K +$74K +4,278 +12%
PPA
479
Parametric Portfolio Associates
Washington
$645K +$33.6K +1,938 +5%
FM
480
Foster & Motley
Ohio
$644K -$349K -20,160 -35%
CA
481
Cetera Advisors
Colorado
$642K +$54.2K +3,126 +9%
WCM
482
WealthBridge Capital Management
Ohio
$638K -$519 -30 -0.1%
FWM
483
Frontier Wealth Management
Missouri
$630K -$41K -2,370 -6%
CBFP
484
Cedar Brook Financial Partners
Ohio
$629K -$312 -18 -0%
BFC
485
Bedel Financial Consulting
Indiana
$622K +$6.75K +390 +1%
SFG
486
StrategIQ Financial Group
Indiana
$621K -$7.59K -438 -1%
HA
487
Harborview Advisors
Maine
$621K -$831 -48 -0.1%
WFA
488
West Financial Advisors
Iowa
$613K +$18.2K +1,050 +3%
CWM
489
Cabot Wealth Management
Massachusetts
$608K – – –
Stifel Financial
490
Stifel Financial
Missouri
$605K +$80.6K +4,650 +15%
AL
491
ACAS LLC
California
$603K -$9.25K -534 -2%
MAS
492
Managed Account Services
Florida
$597K -$17.7K -1,020 -3%
BA
493
Bridgewater Advisors
New York
$586K -$22.5K -1,302 -4%
CA
494
Claro Advisors
Massachusetts
$583K – – –
MGIA
495
Moneta Group Investment Advisors
Missouri
$581K +$81K +4,680 +16%
LWMT
496
Legacy Wealth Management (Tennessee)
Tennessee
$580K +$78.6K +4,536 +16%
ACM
497
Armbruster Capital Management
New York
$575K -$1.97K -114 -0.3%
WANY
498
Wealthspire Advisors (New York)
New York
$575K +$575K +33,222 New
VCM
499
Vigilant Capital Management
Maine
$570K -$2.6K -150 -0.5%
AF
500
Allworth Financial
California
$569K -$312 -18 -0.1%
18 19
20
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