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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 %
LJAC
201
L.J. Altfest & Co
New York
$4.13M -$22.5K -1,302 -0.5%
SWRP
202
Summit Wealth & Retirement Planning
California
$4.1M +$6.54K +378 +0.2%
VA
203
Valmark Advisers
Ohio
$4.09M +$81.4K +4,704 +2%
KIA
204
KCM Investment Advisors
California
$4.07M -$271K -15,642 -6%
RWM
205
RKL Wealth Management
Pennsylvania
$4.06M -$164K -9,462 -4%
FC
206
Financial Consulate
Maryland
$3.89M -$147K -8,520 -4%
ADL
207
Asset Dedication LLC
California
$3.88M -$39.6K -2,292 -1%
NGA
208
Naples Global Advisors
Florida
$3.83M -$93K -5,370 -2%
ZF
209
Zhang Financial
Michigan
$3.82M +$125K +7,230 +3%
5L
210
55I LLC
Massachusetts
$3.81M +$439K +25,350 +13%
FG
211
Fiduciary Group
Georgia
$3.8M -$33.2K -1,806 -0.9%
AWS
212
AJ Wealth Strategies
New York
$3.8M -$49.8K -2,874 -1%
CIAS
213
Capital Investment Advisory Services
North Carolina
$3.75M -$4.73M -273,102 -56%
AAG
214
Avalon Advisory Group
Pennsylvania
$3.73M -$2.29K -132 -0.1%
AAS
215
Annex Advisory Services
Wisconsin
$3.71M -$47.6K -2,748 -1%
VCP
216
Vista Capital Partners
Oregon
$3.6M -$105K -6,090 -3%
BPA
217
Beacon Pointe Advisors
California
$3.55M -$443K -25,584 -11%
CWM
218
Chesapeake Wealth Management
Virginia
$3.51M -$153K -8,850 -4%
SAM
219
Sawgrass Asset Management
Florida
$3.48M – – –
ACI
220
Alpha Cubed Investments
California
$3.47M – – –
RF
221
RHS Financial
California
$3.44M -$548K -31,674 -14%
IWMA
222
Ironwood Wealth Management (Arizona)
Arizona
$3.44M -$118K -6,816 -3%
CI
223
Cordant Inc
Oregon
$3.37M -$78.1K -4,512 -2%
EVM
224
Eaton Vance Management
Massachusetts
$3.36M -$12.9K -750 -0.4%
VCM
225
Virtue Capital Management
Tennessee
$3.31M +$43.5K +2,514 +1%
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