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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.

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 Market Value Shares Shares
Change 		Shares
Change %
ODG
701
O'Dell Group
Ohio
$64K 3,672 +3,672 New
CWM
702
Cedar Wealth Management
California
$62K 3,600 – –
GWS
703
Glassman Wealth Services
Virginia
$62K 3,588 – –
MAWCM
704
Mine & Arao Wealth Creation & Management
California
$56K 3,240 – –
BWM
705
BerganKDV Wealth Management
Minnesota
$56K 3,222 +1,380 +75%
SW
706
SVB Wealth
Massachusetts
$55K 3,216 – –
PGAM
707
Princeton Global Asset Management
New Jersey
$53K 3,072 -252 -8%
WT
708
Whittier Trust
California
$52K 3,000 – –
CAAS
709
Capital Asset Advisory Services
Michigan
$51K 2,946 -216 -7%
PO
710
Private Ocean
California
$51K 2,964 +6 +0.2%
BCA
711
Berman Capital Advisors
Georgia
$48K 2,778 +12 +0.4%
CTC
712
Central Trust Company
Missouri
$47K 2,730 – –
HRC
713
Hoertkorn Richard Charles
$47K 2,700 – –
WFA
714
Wells Financial Advisors
Massachusetts
$47K 2,712 – –
SFPG
715
Stonebridge Financial Planning Group
Florida
$45K 2,382 – –
HR
716
Howe & Rusling
New York
$44K 2,544 +6 +0.2%
AWM
717
AllSquare Wealth Management
New York
$43K 2,478 – –
GI
718
Gradient Investments
Minnesota
$38K 2,184 – –
PFBT
719
Parkside Financial Bank & Trust
Missouri
$37K 2,130 +6 +0.3%
TLFA
720
True Link Financial Advisors
California
$35K 2,046 -1,920 -48%
TVWM
721
Tower View Wealth Management
Wisconsin
$35K 2,046 +6 +0.3%
NFSG
722
Newbridge Financial Services Group
Florida
$34K 1,974 -336 -15%
BAM
723
Barrett Asset Management
New York
$34K 1,980 – –
LWANC
724
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K 1,968 – –
FHA
725
First Horizon Advisors
Tennessee
$33K 1,902 – –
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