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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 %
BCMO
76
Buckingham Capital Management (Ohio)
Ohio
$19.3M 185,591 -923 -0.5%
MAS
77
Madden Advisory Services
Florida
$19M 183,236 -41,290 -18%
PAM
78
Pegasus Asset Management
New York
$18.9M 181,690 +3,755 +2%
K
79
Kemper
Illinois
$18.5M 178,000 – –
TWM
80
Tanglewood Wealth Management
Texas
$16.5M 159,192 -14,242 -8%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$16.2M 155,465 +3,763 +2%
MFGP
82
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.8M 151,773 +3,179 +2%
GCA
83
Genesee Capital Advisors
New York
$15.5M 149,656 +143,034 +2,160%
BJ
84
Brouwer & Janachowski
California
$15.4M 148,283 -3,551 -2%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$14.2M 137,181 +3,036 +2%
HI
86
Harbour Investments
Wisconsin
$14.2M 137,081 +9,706 +8%
VNA
87
Valley National Advisers
Pennsylvania
$14.1M 136,031 -1,841 -1%
AA
88
Ashford Advisors
New York
$14.1M 135,322 – –
MWP
89
Meridian Wealth Partners
Pennsylvania
$14M 134,903 +2,868 +2%
DLCIG
90
D.L. Carlson Investment Group
New Hampshire
$14M 134,748 +10,708 +9%
TW
91
TrinityPoint Wealth
Connecticut
$13.8M 133,306 +781 +0.6%
PP
92
PrairieView Partners
Minnesota
$13.8M 132,721 -1,638 -1%
SCM
93
Spreng Capital Management
Ohio
$13.6M 129,736 +394 +0.3%
IAS
94
IMA Advisory Services
Colorado
$13.6M 131,205 -2,216 -2%
ECML
95
Eagle Capital Management (Louisiana)
Louisiana
$13.6M 130,735 +469 +0.4%
TWM
96
Tradition Wealth Management
Minnesota
$13M 125,170 +671 +0.5%
FPCG
97
Fort Pitt Capital Group
Pennsylvania
$12.8M 123,416 -218,956 -64%
SWM
98
SigFig Wealth Management
California
$12.8M 123,840 -4,249 -3%
CCA
99
Column Capital Advisors
Indiana
$12.7M 122,744 +6 +0%
GFS
100
GYL Financial Synergies
Connecticut
$12.7M 122,487 -942 -0.8%
2 3
4
5 6