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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 %
VCM
576
Versant Capital Management
Arizona
$338K +$104 +6 +0%
SHA
577
Seneca House Advisors
Virginia
$331K -$43.7K -2,520 -12%
MM
578
Main Management
California
$329K +$40.3K +2,328 +14%
NSIM
579
North Star Investment Management
Illinois
$327K +$194K +11,244 +147%
BFM
580
Boston Financial Management
Massachusetts
$327K +$327K +18,906 New
PB
581
Pinnacle Bancorp
Nebraska
$325K – – –
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$324K -$1.25K -72 -0.4%
MFT
583
Moisand Fitzgerald Tamayo
Florida
$322K -$10.9K -630 -3%
PSF
584
Pacific Sun Financial
California
$320K +$320K +18,480 New
Thrivent Financial for Lutherans
585
Thrivent Financial for Lutherans
Minnesota
$318K – – –
ECM
586
Evergreen Capital Management
Washington
$317K – – –
CCM
587
Coldstream Capital Management
Washington
$317K +$48.2K +2,892 +18%
AMM
588
American Money Management
California
$316K +$316K +18,246 New
FRA
589
Front Row Advisors
California
$310K – – –
SCM
590
Schnieders Capital Management
California
$306K – – –
OWM
591
Orgel Wealth Management
Wisconsin
$305K -$33.2K -1,920 -10%
CAM
592
Cubic Asset Management
Massachusetts
$305K – – –
GLLW
593
Graves Light Lenhart Wealth
Virginia
$304K +$726 +42 +0.2%
FF
594
Friedenthal Financial
New Jersey
$303K -$12.5K -720 -4%
SFP
595
Shepherd Financial Partners
Massachusetts
$303K – – –
HIP
596
HUB Investment Partners
Texas
$300K -$47.7K -2,760 -14%
PAM
597
Premier Asset Management
Illinois
$300K – – –
CFA
598
Cahill Financial Advisors
Minnesota
$298K -$142K -8,238 -32%
RPA
599
Rock Point Advisors
Vermont
$298K – – –
WA
600
Wealth Architects
California
$297K -$312 -18 -0.1%
22 23
24
25 26