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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 %
RWM
651
Ritholtz Wealth Management
New York
$226K – – –
PWMAG
652
Pinnacle Wealth Management Advisory Group
New Jersey
$225K +$1.97K +114 +0.9%
LFG
653
Larson Financial Group
Missouri
$225K +$11.2K +648 +5%
FHA
654
Flagship Harbor Advisors
Massachusetts
$223K – – –
MA
655
MONECO Advisors
Connecticut
$222K – – –
WI
656
Wedgewood Investors
Pennsylvania
$222K – – –
CAL
657
Capital Analysts LLC
Pennsylvania
$221K -$11.8K -684 -5%
PFP
658
Pinnacle Financial Partners
Tennessee
$218K – – –
FFWA
659
FRG Family Wealth Advisors
Washington
$217K – – –
BO
660
BRR OpCo
Ohio
$216K -$584K -33,684 -73%
MWM
661
Midwest Wealth Management
Indiana
$215K +$215K +12,414 New
CCP
662
Cassia Capital Partners
North Carolina
$215K +$215K +12,414 New
CPSAC
663
Chas P. Smith & Associates (CPS)
Florida
$213K – – –
BIM
664
Baldwin Investment Management
Pennsylvania
$212K – – –
SSB
665
Sandy Spring Bank
Maryland
$207K +$1.77K +102 +0.9%
FMC
666
Financial Management Concepts
Florida
$206K – – –
SAM
667
Silvercrest Asset Management
New York
$204K +$204K +11,772 New
VWM
668
Vigilare Wealth Management
Arizona
$201K +$104 +6 +0.1%
BW
669
Bison Wealth
Georgia
$191K – – –
JPMorgan Chase & Co
670
JPMorgan Chase & Co
New York
$187K +$37.9K +2,190 +25%
CWA
671
Carolina Wealth Advisors
South Carolina
$187K +$60K +3,462 +47%
SFP
672
Sterling Financial Planning
New Jersey
$185K +$519 +30 +0.3%
FCA
673
FinTrust Capital Advisors
South Carolina
$183K – – –
AFG
674
Albion Financial Group
Utah
$182K +$518 +30 +0.3%
RA
675
Resolute Advisors
California
$175K -$63.3K -3,648 -27%
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27
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