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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
$1.33B
2
FWM
FFT Wealth Management
Pennsylvania
$76.7M
3
AWM
Avior Wealth Management
Nebraska
$35.7M
4
BHB
Bank Hapoalim BM
Israel
$23.4M
5
GCA
Genesee Capital Advisors
New York
$15.5M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$359M
2
MFRM
Milliman Financial Risk Management
Illinois
$300M
3
HSA
HBK Sorce Advisory
Pennsylvania
$61.6M
4
TIM
Total Investment Management
Arizona
$898K
5
FPCG
Fort Pitt Capital Group
Pennsylvania
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
176
Walter & Keenan Wealth Management
Indiana
$4.91M -$10.4K -600 -0.2%
CFO
177
CVA Family Office
Colorado
$4.79M -$162K -12,216 -3%
MWM
178
Meridian Wealth Management
Kentucky
$4.77M +$104K +6,024 +2%
MPI
179
Mairs & Power Inc
Minnesota
$4.71M – – –
JIC
180
Johnson Investment Counsel
Ohio
$4.61M +$18.3K +1,056 +0.4%
WCM
181
Whitener Capital Management
North Carolina
$4.55M +$135K +8,886 +3%
AIM
182
AMI Investment Management
Indiana
$4.49M -$118K -6,828 -3%
AWA
183
Alaska Wealth Advisors
Alaska
$4.48M +$245K +14,160 +6%
BSW
184
Buckingham Strategic Wealth
Missouri
$4.46M +$123K +7,110 +3%
RT
185
Rockland Trust
Massachusetts
$4.43M – – –
WOSD
186
WFA of San Diego
California
$4.43M -$301K -17,400 -6%
RW
187
REDW Wealth
New Mexico
$4.41M -$34.6K -1,998 -0.8%
PMG
188
ProVise Management Group
Florida
$4.41M +$117K +6,786 +3%
BCM
189
Boltwood Capital Management
California
$4.39M -$315K -18,216 -7%
RDWM
190
Red Door Wealth Management
Tennessee
$4.37M +$9.76K +564 +0.2%
CPIG
191
Chicago Partners Investment Group
Illinois
$4.36M -$221K -11,796 -5%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$4.35M +$962K +55,602 +28%
Northern Trust
193
Northern Trust
Illinois
$4.35M +$1.52M +87,954 +54%
VCM
194
Vivaldi Capital Management
Illinois
$4.34M -$142K -8,202 -3%
PCWA
195
Pacific Capital Wealth Advisors
California
$4.3M +$2.04M +117,780 +90%
SA
196
SRH Advisors
Kansas
$4.3M +$327K +18,876 +8%
SWM
197
Stockman Wealth Management
Montana
$4.29M +$320K +18,498 +8%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$4.17M +$187K +10,812 +5%
BWL
199
Beacon Wealthcare LLC
North Carolina
$4.15M -$298K -17,232 -7%
LIM
200
Leavell Investment Management
Alabama
$4.14M +$134K +7,770 +3%
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