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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 %
Bank of New York Mellon
526
Bank of New York Mellon
New York
$493K +$38.8K +2,238 +9%
GC
527
Gilbert & Cook
Iowa
$491K – – –
ACP
528
Aviance Capital Partners
Florida
$483K – – –
KPWS
529
Kestra Private Wealth Services
Texas
$482K -$27.3K -1,578 -5%
CFIA
530
Cantor Fitzgerald Investment Advisors
New York
$476K -$15.6K -900 -3%
APP
531
Avantax Planning Partners
Iowa
$469K – – –
IWM
532
IHT Wealth Management
Illinois
$465K -$123K -7,098 -21%
AIM
533
Anchor Investment Management
South Carolina
$456K +$71.5K +4,128 +19%
CGFA
534
Colton Groome Financial Advisors
North Carolina
$446K -$10.7K -618 -2%
PMFA
535
Plante Moran Financial Advisors
Michigan
$445K +$172K +9,936 +63%
RWA
536
River Wealth Advisors
Pennsylvania
$442K -$6.96K -402 -2%
LIM
537
Loudon Investment Management
New Hampshire
$441K – – –
US Bancorp
538
US Bancorp
Minnesota
$440K +$3.32K +192 +0.8%
HPWM
539
Highland Private Wealth Management
Washington
$435K – – –
SWA
540
Sightline Wealth Advisors
Connecticut
$432K +$312 +18 +0.1%
PAM
541
Palisade Asset Management
Minnesota
$427K – – –
LNC
542
Lincoln National Corp
Pennsylvania
$425K +$52.1K +3,012 +14%
PFM
543
Parsec Financial Management
North Carolina
$424K -$39.6K -2,100 -9%
ARMC
544
American Research & Management Company
Massachusetts
$420K -$41.6K -2,400 -9%
MWM
545
Mission Wealth Management
California
$418K – – –
AWM
546
Altus Wealth Management
Kentucky
$412K +$10.7K +618 +3%
AA
547
Advisory Alpha
Michigan
$412K +$176K +10,146 +74%
GC
548
Garde Capital
Washington
$410K -$174K -10,038 -30%
CPWM
549
Cypress Point Wealth Management
Texas
$409K -$1.93M -111,732 -83%
KBFS
550
Kohmann Bosshard Financial Services
Ohio
$406K – – –
20 21
22
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