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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 %
VFIC
151
Valley Forge Investment Consultants
Pennsylvania
$6.64M 383,364 +46,542 +14%
WCM
152
Wealthcare Capital Management
Virginia
$6.58M 379,926 – –
BA
153
Ballast Advisors
Minnesota
$6.56M 379,134 -3,462 -0.9%
LCM
154
Liberty Capital Management
Michigan
$6.56M 378,786 +3,414 +0.9%
HCA
155
Horan Capital Advisors
Ohio
$6.38M 368,280 +16,314 +5%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$6.36M 367,260 +229,764 +167%
SWM
157
SeaCrest Wealth Management
New York
$6.22M 359,340 +2,982 +0.8%
JWA
158
JFS Wealth Advisors
Pennsylvania
$6.13M 354,354 -19,128 -5%
AIA
159
Arcadia Investment Advisors
Idaho
$6.09M 351,990 -1,338 -0.4%
SP
160
Successful Portfolios
Florida
$6.05M 349,476 +20,220 +6%
PA
161
Planning Alternatives
Michigan
$6.03M 348,558 -23,838 -6%
BFPW
162
BOK Financial Private Wealth
Colorado
$5.68M 327,906 -16,962 -5%
PFM
163
Peak Financial Management
Massachusetts
$5.6M 323,274 -4,506 -1%
PA
164
Parallel Advisors
California
$5.54M 319,938 +22,566 +8%
RSWM
165
Robertson Stephens Wealth Management
California
$5.44M 314,046 -3,162 -1%
DTIM
166
Danda Trouve Investment Management
Kansas
$5.43M 313,476 +123,438 +65%
GAM
167
Garrison Asset Management
Arkansas
$5.4M 311,952 +1,212 +0.4%
TA
168
TruWealth Advisors
Louisiana
$5.38M 310,722 +5,694 +2%
Chevy Chase Trust
169
Chevy Chase Trust
Maryland
$5.26M 304,068 – –
FWI
170
Facet Wealth Inc
Maryland
$5.25M 303,060 -7,992 -3%
PA
171
PFG Advisors
Arizona
$5.18M 299,136 +16,512 +6%
AOWM
172
Alpha Omega Wealth Management
Virginia
$5.15M 297,390 -3,990 -1%
BlackRock
173
BlackRock
New York
$5.12M 295,722 -11,886 -4%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$5.07M 293,088 +27,888 +11%
SFWC
175
Strategic Family Wealth Counselors
New Jersey
$4.91M 283,740 +90 +0%
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