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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 %
PRS
51
Pinkerton Retirement Specialists
Idaho
$27.9M 268,292 +1,499 +0.6%
Truist Financial
52
Truist Financial
North Carolina
$27.4M 264,244 +10,474 +4%
AI
53
Accredited Investors
Minnesota
$26.4M 254,086 -5,143 -2%
JIP
54
Jaffetilchin Investment Partners
Florida
$25.8M 248,159 -131,722 -35%
WWM
55
WT Wealth Management
Arizona
$25.2M 242,564 +13,924 +6%
WA
56
WBH Advisory
Maryland
$25.1M 241,361 -766 -0.3%
LPT
57
Legacy Private Trust
Wisconsin
$24.1M 231,850 +566 +0.2%
BHB
58
Bank Hapoalim BM
Israel
$23.4M 225,000 +225,000 New
LFS
59
Legacy Financial Strategies
Kansas
$23.3M 223,940 +6,351 +3%
BC
60
Bartlett & Co
Ohio
$23.2M 223,569 -3,102 -1%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$23.2M 223,569 -3,102 -1%
CG
62
Caprock Group
Idaho
$23M 221,437 +11,126 +5%
Morgan Stanley
63
Morgan Stanley
New York
$22.8M 219,872 +6,988 +3%
UBS Group
64
UBS Group
Switzerland
$22.8M 219,548 -23,135 -10%
TI
65
Truepoint Inc
Ohio
$22.2M 213,733 -5,329 -2%
CCA
66
Cobblestone Capital Advisors
New York
$22.1M 213,031 -6,073 -3%
RBC
67
Roble Belko & Company
Pennsylvania
$22.1M 212,415 -9,083 -4%
EE
68
EWG Elevate
California
$21.9M 210,452 +5,872 +3%
ECM
69
Elgethun Capital Management
South Dakota
$20.9M 200,903 -8,420 -4%
Wells Fargo
70
Wells Fargo
California
$20.6M 197,896 +5,134 +3%
SFP
71
Strategic Financial Planning
Texas
$20.3M 195,854 -3,984 -2%
SFG
72
Sunburst Financial Group
Alabama
$20.2M 194,103 +7,836 +4%
GB
73
Goepper Burkhardt
South Carolina
$20.1M 193,244 -507 -0.3%
CHJWM
74
Carlton Hofferkamp & Jenks Wealth Management
Texas
$19.5M 171,582 -1,593 -0.9%
DW
75
Domani Wealth
Pennsylvania
$19.4M 186,927 -8,441 -4%
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