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

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$359M
2
MFRM
Milliman Financial Risk Management
Illinois
$300M
3
HSA
HBK Sorce Advisory
Pennsylvania
$61.6M
4
TIM
Total Investment Management
Arizona
$898K
5
FPCG
Fort Pitt Capital Group
Pennsylvania
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
Mengis Capital Management
Oregon
$569K +$415 +24 +0.1%
TC
502
TAP Consulting
Missouri
$569K +$61.9K +3,576 +12%
JWM
503
Jeppson Wealth Management
California
$565K +$1.66K +96 +0.3%
PWA
504
Physician Wealth Advisors
Utah
$564K -$9.93K -552 -2%
WJA
505
Willis Johnson & Associates
Texas
$564K +$564K +32,592 New
CWM
506
Cahaba Wealth Management
Georgia
$563K +$563K +32,526 New
BF
507
Blankinship & Foster
California
$552K -$2.6K -150 -0.5%
MHR
508
Matthew Hamilton Rosenberg
$549K -$15.2K -876 -3%
BFA
509
Beacon Financial Advisory
Ohio
$544K – – –
BPM
510
Bowling Portfolio Management
Ohio
$535K +$97.2K +5,610 +22%
OIM
511
Opus Investment Management
Massachusetts
$532K – – –
PFS
512
Prospera Financial Services
Texas
$530K +$7.27K +420 +1%
AA
513
AF Advisors
California
$529K +$15.6K +900 +3%
OCM
514
One Capital Management
California
$521K – – –
HBT
515
Hills Bank & Trust
Iowa
$519K – – –
BCM
516
Bowie Capital Management
Texas
$519K – – –
EAM
517
Evanson Asset Management
California
$516K -$635K -36,546 -55%
CFB
518
Cullen/Frost Bankers
Texas
$515K +$244K +14,100 +90%
WAM
519
Weatherly Asset Management
California
$509K -$6.23K -360 -1%
IF
520
IRON Financial
Illinois
$505K +$17.3K +1,002 +4%
Rockefeller Capital Management
521
Rockefeller Capital Management
New York
$505K +$222K +12,858 +79%
CS
522
Credit Suisse
Switzerland
$504K -$111K -6,432 -18%
EP
523
Eudaimonia Partners
Tennessee
$503K -$35.3K -2,040 -7%
Bank of Montreal
524
Bank of Montreal
Ontario, Canada
$502K – – –
GKWIM
525
Gerber Kawasaki Wealth & Investment Management
California
$495K +$168K +9,732 +52%
19 20
21
22 23