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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 %
MCM
726
Manchester Capital Management
Vermont
$33K 1,878 – –
CWC
727
Carolinas Wealth Consulting
North Carolina
$33K 1,920 +54 +3%
NG
728
NWK Group
California
$31K 1,800 – –
HWM
729
HighMark Wealth Management
Minnesota
$29K 1,680 – –
OSAM
730
O'Shaughnessy Asset Management
Connecticut
$28K 1,644 – –
TFM
731
TFC Financial Management
Massachusetts
$28K 1,638 – –
BCM
732
Blume Capital Management
California
$27K 1,542 -942 -38%
OFG
733
Oxford Financial Group
Indiana
$26K 1,518 – –
GWM
734
Geneos Wealth Management
Colorado
$25K 1,452 -10,338 -88%
PCG
735
Private Capital Group
Connecticut
$24K 1,356 – –
WWM
736
Wolff Wiese Magana
California
$24K 1,392 +6 +0.4%
TWA
737
TCI Wealth Advisors
Arizona
$23K 1,344 – –
EIP
738
Ellis Investment Partners
Pennsylvania
$23K 1,362 – –
JFA
739
JNBA Financial Advisors
Minnesota
$22K 1,272 +60 +5%
JGIA
740
Jackson Grant Investment Advisers
Connecticut
$21K 1,188 – –
CMA
741
Cedar Mountain Advisors
Oregon
$21K 1,230 +6 +0.5%
JMF
742
Johnson Midwest Financial
Iowa
$19K 1,110 – –
CDIA
743
Capital Directions Investment Advisors
Georgia
$19K 1,122 +42 +4%
HWMA
744
Heritage Wealth Management (Arizona)
Arizona
$18K 1,062 – –
CWP
745
Concord Wealth Partners
Virginia
$17K 972 – –
NL
746
NVWM LLC
Pennsylvania
$17K 960 +960 New
RCM
747
Regency Capital Management
Hawaii
$16K 900 -300 -25%
FFA
748
Freedman Financial Associates
Massachusetts
$14K 804 – –
BWA
749
BDO Wealth Advisors
Florida
$13K 780 +780 New
LF
750
Lee Financial
Texas
$12K 684 – –
28 29
30
31 32