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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

775 hedge funds and large institutions have $7.39B invested in Schwab US Broad Market ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+27
Holders Change %
+3.61%
% of All Funds
13.53%
Holding in Top 10
102
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.86%
% of All Funds
1.78%
New
61
Increased
289
Reduced
285
Closed
28
Calls
$8.42M
Puts
$2.99M
Net Calls
+$5.43M
Net Calls Change
+$2.16M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.15B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.6M
3
HCM
Hengehold Capital Management
Ohio
$108M
4
JIP
Jaffetilchin Investment Partners
Florida
$37.6M
5
SFS
Summit Financial Strategies
Ohio
$62.9M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$379M
2
SCM
SCS Capital Management
Massachusetts
$446M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.39M
4
TIM
Total Investment Management
Arizona
$52.6M
5
Betterment LLC
Betterment LLC
New York
$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
226
Souders Financial Advisors
Ohio
$3.31M -$353K -20,340 -10%
DTIM
227
Danda Trouve Investment Management
Kansas
$3.3M +$1.59M +91,608 +93%
PCMC
228
Private Capital Management (Colorado)
Colorado
$3.29M +$32.5K +1,872 +1%
VCM
229
Virtue Capital Management
Tennessee
$3.28M +$580K +33,372 +21%
HI
230
Hudock Inc
Pennsylvania
$3.24M -$16.2K -930 -0.5%
FCM
231
Firestone Capital Management
Florida
$3.23M +$141K +8,136 +5%
MAM
232
McCarthy Asset Management
California
$3.22M -$900K -51,756 -22%
VVP
233
Venture Visionary Partners
Ohio
$3.21M -$158K -9,090 -5%
MCCP
234
Mission Creek Capital Partners
California
$3.21M -$76.2K -4,386 -2%
Citadel Advisors
235
Citadel Advisors
Florida
$3.19M +$3.19M +183,648 New
HCMT
236
Highland Capital Management (Tennessee)
Tennessee
$3.18M -$37.6K -2,166 -1%
CAM
237
Cresset Asset Management
Illinois
$3.18M -$675K -38,826 -18%
NI
238
NYL Investors
New York
$3.13M -$31.3K -1,800 -1%
BAM
239
Berkshire Asset Management
Pennsylvania
$3.12M +$88.4K +5,088 +3%
WFA
240
Wade Financial Advisory
California
$3.04M +$7.61K +438 +0.3%
ISWM
241
Independent Solutions Wealth Management
New York
$3.01M +$333K +19,152 +12%
LBC
242
Lowe Brockenbrough & Co
Virginia
$3M -$35.1K -2,022 -1%
CAM
243
Cozad Asset Management
Illinois
$2.98M – – –
PWMG
244
Prestige Wealth Management Group
New Jersey
$2.94M -$34.6K -1,992 -1%
GPFA
245
Game Plan Financial Advisors
Ohio
$2.9M -$186K -10,704 -6%
BP
246
BBR Partners
New York
$2.87M – – –
OCG
247
Opus Capital Group
Ohio
$2.87M +$22.6K +1,302 +0.8%
LPIC
248
LeJeune Puetz Investment Counsel
Michigan
$2.87M +$45.4K +2,610 +2%
ACA
249
Atlas Capital Advisors
Wyoming
$2.87M +$59.9K +3,444 +2%
GIP
250
Granite Investment Partners
California
$2.86M +$61K +3,510 +2%
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