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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 Holding Trade Value Shares
Change 		Shares
Change %
TA
126
Trellis Advisors
Washington
$8.58M -$174K -10,050 -2%
MWA
127
Motive Wealth Advisors
Michigan
$8.45M -$90.7K -5,238 -1%
OWM
128
Opes Wealth Management
California
$8.36M -$2.23M -128,568 -21%
SC
129
Savant Capital
Illinois
$8.32M +$198K +11,442 +2%
FA
130
Fagan Associates
New York
$8.22M +$161K +9,294 +2%
ICM
131
Islay Capital Management
Texas
$8.21M +$1.19M +68,544 +17%
CHA
132
Carmichael Hill & Associates
Maryland
$8.07M +$130K +7,494 +2%
PCA
133
Personal Capital Advisors
California
$8.04M +$794K +45,846 +11%
WI
134
WBI Investments
New Jersey
$8.02M +$8.02M +463,602 New
PS
135
Portfolio Solutions
Michigan
$8M -$303K -17,520 -4%
IA
136
IFP Advisors
Florida
$7.83M +$55.9K +3,228 +0.7%
WPW
137
Waldron Private Wealth
Pennsylvania
$7.81M – – –
APA
138
American Portfolios Advisors
New York
$7.67M +$6.89M +398,196 +892%
SCA
139
Strategic Capital Advisers
Colorado
$7.66M -$367K -21,174 -5%
TFF
140
The Family Firm
Maryland
$7.56M -$72.3K -3,960 -0.9%
AA
141
Apriem Advisors
California
$7.55M +$11.5K +666 +0.2%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$7.52M +$1.2M +69,078 +19%
RMC
143
Regis Management Company
California
$7.44M -$632K -36,504 -8%
SBL
144
Sargent Bickham Lagudis
Colorado
$7.43M +$520K +30,048 +8%
MSFS
145
Main Street Financial Solutions
Pennsylvania
$7.41M -$581K -33,540 -7%
JFG
146
JMG Financial Group
Illinois
$7.37M -$125K -7,200 -2%
CFMC
147
Curbstone Financial Management Corp
New Hampshire
$7.27M +$17.7K +1,020 +0.2%
BIP
148
Blueprint Investment Partners
North Carolina
$7.23M +$200K +11,556 +3%
SSWM
149
Sheets Smith Wealth Management
North Carolina
$7.01M +$50.1K +2,892 +0.7%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$6.76M -$973K -56,220 -13%
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