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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 %
CCP
626
Clarkston Capital Partners
Michigan
$255K +$1.76K +102 +0.7%
BFG
627
Berger Financial Group
Minnesota
$255K +$43.7K +2,520 +21%
UB
628
UMB Bank
Missouri
$254K – – –
BST
629
Bath Savings Trust
Maine
$252K +$252K +14,586 New
BFM
630
Broadview Financial Management
Wisconsin
$251K +$728 +42 +0.3%
USCWA
631
U.S. Capital Wealth Advisors
Texas
$251K +$251K +14,472 New
QCMNJ
632
Quantum Capital Management (New Jersey)
New Jersey
$247K -$13.6K -786 -5%
VHAM
633
Van Hulzen Asset Management
California
$244K -$37.9K -2,190 -13%
BAAM
634
Baker Avenue Asset Management
California
$244K – – –
JWM
635
Janiczek Wealth Management
Colorado
$244K +$14K +810 +6%
OCM
636
Osterweis Capital Management
California
$243K -$244K – –
AWM
637
Apollon Wealth Management
South Carolina
$243K +$243K +14,046 New
RFA
638
Reilly Financial Advisors
California
$242K -$8.62K -498 -3%
HFA
639
HC Financial Advisors
California
$242K – – –
KA
640
Klingman & Associates
New York
$242K – – –
Fifth Third Bancorp
641
Fifth Third Bancorp
Ohio
$239K – – –
CIP
642
Capital Insight Partners
Arizona
$239K – – –
C
643
Certuity
Florida
$232K – – –
SAM
644
SP Asset Management
California
$232K – – –
BDWCC
645
B&D White Capital Company
Texas
$231K -$8.61K -498 -4%
PK
646
Pflug Koory
Nebraska
$230K – – –
IF
647
Ironwood Financial
Arizona
$229K +$2.08K +120 +0.9%
TCWA
648
Ten Capital Wealth Advisors
Washington
$228K +$228K +13,200 New
VFA
649
Valeo Financial Advisors
Indiana
$227K +$207 +12 +0.1%
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$226K – – –
24 25
26
27 28