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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
1
Wealthfront Advisers
California
$1.33B
2
FWM
2
FFT Wealth Management
Pennsylvania
$76.7M
3
AWM
3
Avior Wealth Management
Nebraska
$35.7M
4
BHB
4
Bank Hapoalim BM
Israel
$23.4M
5
GCA
5
Genesee Capital Advisors
New York
$15.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$359M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$300M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$61.6M
4
TIM
4
Total Investment Management
Arizona
$898K
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
676
Investors Research Corp
Georgia
$173K -$311 -18 -0.2%
DOA
677
D'Orazio & Associates
Virginia
$173K – – –
CIA
678
Choate Investment Advisors
Massachusetts
$168K – – –
BMD
679
Better Money Decisions
New Mexico
$160K +$104 +6 +0.1%
SIAP
680
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$156K – – –
SPIA
681
Steward Partners Investment Advisory
New York
$154K +$5.7K +330 +4%
Citigroup
682
Citigroup
New York
$152K -$1.2M -69,498 -89%
SWA
683
Sutton Wealth Advisors
Florida
$150K +$84.5K +4,884 +129%
AIA
684
Armor Investment Advisors
North Carolina
$149K -$12K -696 -7%
SIM
685
Sonora Investment Management
Arizona
$141K – – –
ACA
686
Aptus Capital Advisors
Alabama
$139K +$3.73K +216 +3%
TWP
687
TFO Wealth Partners
Ohio
$139K +$139K +8,016 New
AIM
688
Acropolis Investment Management
Missouri
$128K – – –
MWA
689
Moser Wealth Advisors
Washington
$121K +$104 +6 +0.1%
PFSC
690
Peoples Financial Services Corp
Pennsylvania
$119K – – –
CFGS
691
Concourse Financial Group Securities
Alabama
$114K – – –
BC
692
Burleson & Co
California
$113K -$55.4K -3,210 -33%
PCFFS
693
Pacific Center for Financial Services
California
$110K +$312 +18 +0.3%
LB
694
Legacy Bridge
Iowa
$106K – – –
HPC
695
HM Payson & Co
Maine
$101K – – –
FPB
696
First PREMIER Bank
South Dakota
$94K -$3.96K -228 -4%
ME
697
McIlrath & Eck
Washington
$78K – – –
AssetMark Inc
698
AssetMark Inc
California
$65K -$287K -16,656 -82%
CCM
699
Covington Capital Management
California
$64K – – –
MCM
700
MV Capital Management
Maryland
$64K +$9.34K +540 +17%
26 27
28
29 30