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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 %
LF
601
LifeSteps Financial
California
$294K +$1.35K +78 +0.5%
FVWA
602
Foster Victor Wealth Advisors
South Carolina
$293K +$5.6K +324 +2%
BWA
603
Burt Wealth Advisors
Maryland
$289K – – –
AFA
604
American Financial Advisors
Georgia
$288K +$8.63K +498 +3%
AIA
605
Alera Investment Advisors
Illinois
$285K – – –
RWG
606
Ratio Wealth Group
Colorado
$282K – – –
GLA
607
Good Life Advisors
Pennsylvania
$281K +$36.2K +2,088 +15%
TFS
608
TrustCore Financial Services
Tennessee
$278K +$11.6K +672 +4%
MOS
609
MGO One Seven
Ohio
$276K -$2.66K -144 -1%
AC
610
AlphaCore Capital
California
$276K +$62K +3,576 +29%
CNC
611
Canandaigua National Corp
New York
$275K – – –
IC
612
IEQ Capital
California
$274K +$726 +42 +0.3%
LWM
613
Liberty Wealth Management
California
$273K +$624 +36 +0.2%
BOS
614
Bingham Osborn & Scarborough
California
$272K – – –
RRCM
615
Rappaport Reiches Capital Management
Illinois
$272K -$100K -5,802 -27%
HWA
616
Heritage Wealth Advisors
Virginia
$269K – – –
PCA
617
Pallas Capital Advisors
Massachusetts
$266K -$526K -27,984 -66%
WTC
618
WhitTier Trust Company
Nevada
$266K – – –
PRWA
619
Platte River Wealth Advisors
Colorado
$266K +$7.27K +420 +3%
ACA
620
Affinity Capital Advisors
California
$264K -$935 -54 -0.4%
CCT
621
Country Club Trust
Missouri
$264K – – –
OIA
622
Optimum Investment Advisors
Illinois
$263K – – –
BWA
623
BlueSky Wealth Advisors
North Carolina
$259K – – –
PP
624
PDS Planning
Ohio
$259K +$207 +12 +0.1%
BDF
625
Black Diamond Financial
Maryland
$256K +$311 +18 +0.1%
23 24
25
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