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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 %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.33B 12,834,358 +1,813,471 +16%
Betterment LLC
2
Betterment LLC
New York
$407M 3,920,896 -155,493 -4%
SCM
3
SCS Capital Management
Massachusetts
$359M 3,456,043 -825,261 -19%
MFRM
4
Milliman Financial Risk Management
Illinois
$300M 2,883,757 -752,381 -21%
EK
5
Evensky & Katz
Florida
$214M 2,056,050 -93,613 -4%
HP
6
HT Partners
Connecticut
$129M 1,240,152 +7,668 +0.6%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$123M 1,182,310 +26,165 +2%
SG
8
Strid Group
Pennsylvania
$118M 1,137,435 +7,137 +0.6%
HCM
9
Hengehold Capital Management
Ohio
$109M 1,047,748 +13,629 +1%
EA
10
Evergreen Advisors
Tennessee
$103M 991,618 +28,422 +3%
CC
11
Callan Capital
California
$100M 964,840 +52,929 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$100M 963,267 +17,353 +2%
BFG
13
Bouchey Financial Group
New York
$97.7M 940,646 +16,571 +2%
HB
14
Homrich & Berg
Georgia
$90M 866,393 -4,988 -0.6%
JIP
15
JBJ Investment Partners
South Carolina
$87.2M 839,120 -28,151 -3%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$78.9M 760,080 +1,711 +0.2%
FWM
17
FFT Wealth Management
Pennsylvania
$76.7M 738,628 +738,628 New
Bank of America
18
Bank of America
North Carolina
$69.5M 669,255 -14,813 -2%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$66.3M 638,228 +2,565 +0.4%
SFS
20
Summit Financial Strategies
Ohio
$65.3M 628,776 +25,196 +4%
HSA
21
HBK Sorce Advisory
Pennsylvania
$61.6M 592,622 -509,831 -46%
AP
22
Agilis Partners
Massachusetts
$58.7M 564,895 -18,929 -3%
AIP
23
Almanack Investment Partners
Pennsylvania
$57.6M 554,983 +112,569 +25%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.2M 503,005 +20,186 +4%
CWM
25
Circle Wealth Management
New Jersey
$52.1M 501,863 +196 +0%
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