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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 %
AIS
101
American Investment Services
Massachusetts
$12.7M 122,144 – –
IDA
102
Intelligence Driven Advisers
California
$12.5M 119,667 +2,453 +2%
AF
103
Advisornet Financial
Minnesota
$12.3M 118,400 -12,234 -9%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$12.3M 111,222 +2,207 +2%
RIM
105
Rockbridge Investment Management
New York
$11.5M 110,724 -1,446 -1%
LB
106
Leo Brokerage
Texas
$11.3M 109,197 +251 +0.2%
RC
107
Roundview Capital
New Jersey
$11.2M 107,837 +1,425 +1%
OIA
108
OneDigital Investment Advisors
Kansas
$11M 106,152 +6,320 +6%
GVAG
109
Great Valley Advisor Group
Delaware
$10.8M 103,609 +5,220 +5%
PCIA
110
Prime Capital Investment Advisors
Kansas
$10.7M 103,361 -893 -0.9%
AWMG
111
Alliance Wealth Management Group
New Jersey
$10.7M 103,309 -530 -0.5%
TCM
112
Towercrest Capital Management
Pennsylvania
$10.7M 103,309 -530 -0.5%
KM
113
Kalos Management
Georgia
$10.5M 93,187 +9,192 +11%
BRWA
114
B. Riley Wealth Advisors
Florida
$9.95M 95,838 -3,602 -4%
FOA
115
Five Oceans Advisors
California
$9.91M 95,408 +95,408 New
APW
116
Aurora Private Wealth
New Jersey
$9.81M 94,417 +5,626 +6%
SA
117
Shilanski & Associates
Alaska
$9.55M 91,993 +2,985 +3%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$9.12M 87,837 +773 +0.9%
KF
119
Krilogy Financial
Missouri
$8.99M 86,533 +45,263 +110%
MIS
120
Morningstar Investment Services
Illinois
$8.96M 85,311 +49,647 +139%
BDFN
121
Bond & Devick Financial Network
Minnesota
$8.87M 85,370 -1,538 -2%
PAG
122
Private Advisor Group
New Jersey
$8.81M 84,824 +33,774 +66%
DBRC
123
D.B. Root & Company
Pennsylvania
$8.74M 84,112 -6,971 -8%
EFG
124
Everhart Financial Group
Ohio
$8.69M 83,633 -876 -1%
KAS
125
Kestra Advisory Services
Texas
$8.61M 82,929 +61,607 +289%
3 4
5
6 7