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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 %
Northern Trust
251
Northern Trust
Illinois
$2.84M +$70K +4,026 +3%
CA
252
Cambridge Advisors
Nebraska
$2.83M -$28.6K -1,644 -1%
SWM
253
Southern Wealth Management
Texas
$2.81M +$8.36K +468 +0.3%
LRPA
254
L. Roy Papp & Associates
Arizona
$2.8M +$63K +3,624 +2%
CI
255
CX Institutional
Indiana
$2.8M +$330K +18,978 +13%
PFC
256
Phocas Financial Corp
California
$2.72M -$16.7K -960 -0.6%
CMBA
257
C.M. Bidwell & Associates
Hawaii
$2.71M -$457K -26,328 -14%
ZIC
258
ZWJ Investment Counsel
Georgia
$2.7M -$49.2K -2,832 -2%
NL
259
NEPC LLC
Massachusetts
$2.68M +$598K +34,404 +29%
VCAM
260
Van Cleef Asset Management
Ohio
$2.65M -$292K -16,800 -10%
BAM
261
Belpointe Asset Management
Nevada
$2.64M -$625K -35,994 -19%
Ameriprise
262
Ameriprise
Minnesota
$2.59M +$665K +38,250 +35%
CFS
263
CRA Financial Services
New Jersey
$2.58M +$33.7K +1,938 +1%
MML Investors Services
264
MML Investors Services
Massachusetts
$2.57M +$159K +9,174 +7%
SIC
265
Salem Investment Counselors
North Carolina
$2.54M – – –
MWM
266
Madison Wealth Management
Ohio
$2.46M – – –
DWM
267
Destination Wealth Management
California
$2.45M -$159K -9,168 -6%
JWBC
268
John W. Brooker & Co
California
$2.44M -$20.9K -1,200 -0.8%
PPP
269
Private Portfolio Partners
New Jersey
$2.42M – – –
BWL
270
Bogart Wealth LLC
Virginia
$2.41M +$218K +12,546 +10%
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
$2.39M -$27M -1,556,742 -92%
DFA
272
DHJJ Financial Advisors
Illinois
$2.38M +$71.9K +4,134 +3%
YIA
273
YHB Investment Advisors
Connecticut
$2.38M +$272K +15,654 +13%
PIP
274
Peachtree Investment Partners
Florida
$2.37M +$347K +19,986 +17%
CPWM
275
Cypress Point Wealth Management
Texas
$2.35M -$988K -56,862 -30%
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