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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
+$74M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.1M
3
HCM
Hengehold Capital Management
Ohio
+$27.2M
4
JIP
Jaffetilchin Investment Partners
Florida
+$18.6M
5
SFS
Summit Financial Strategies
Ohio
+$11.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$70.7M
2
SCM
SCS Capital Management
Massachusetts
-$29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$27M
4
TIM
Total Investment Management
Arizona
-$25M
5
Betterment LLC
Betterment LLC
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
276
Pacific Capital Wealth Advisors
California
$2.27M +$2.27M +130,872 New
NCM
277
Novare Capital Management
North Carolina
$2.25M +$49.2K +2,832 +2%
WIC
278
Woodmont Investment Counsel
Tennessee
$2.24M +$104K +5,988 +5%
JHCP
279
Jackson Hole Capital Partners
Oklahoma
$2.24M -$21.1K -1,212 -0.9%
KAS
280
Kestra Advisory Services
Texas
$2.22M -$243K -13,974 -10%
MG
281
Mather Group
Illinois
$2.19M -$66.6K -3,834 -3%
DPI
282
Diversified Portfolios Inc
Michigan
$2.12M – – –
BAM
283
Baldrige Asset Management
Pennsylvania
$2.11M -$2.29K -132 -0.1%
FAIM
284
Financial Advocates Investment Management
Washington
$2.1M -$145K -8,346 -6%
JPLA
285
Joseph P. Lucia & Associates
New York
$2.08M +$42.1K +2,424 +2%
SMC
286
Smith, Moore & Co
Missouri
$2.07M -$10.4K -600 -0.5%
MMA
287
Miracle Mile Advisors
California
$2.06M -$79.6K -4,578 -4%
SWM
288
Segment Wealth Management
Texas
$2.05M +$1.56K +90 +0.1%
TWM
289
Tolleson Wealth Management
Texas
$2.04M +$1.03M +59,460 +103%
RW
290
RVW Wealth
California
$2M -$23.9K -1,590 -1%
FA
291
Faithward Advisors
Pennsylvania
$1.99M +$19K +1,092 +1%
SFS
292
Sowell Financial Services
Arkansas
$1.99M -$1.58M -90,810 -44%
MSS
293
Mitchell Sinkler & Starr
Pennsylvania
$1.98M +$115K +6,612 +6%
ACM
294
AlphaStar Capital Management
North Carolina
$1.96M -$45.1K -2,598 -2%
WPA
295
West Paces Advisors
Georgia
$1.95M -$21.9K -1,260 -1%
BIA
296
Bigelow Investment Advisors
Maine
$1.94M – – –
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$1.94M +$128K +7,344 +7%
MA
298
Modus Advisors
Minnesota
$1.94M -$61.5K -3,540 -3%
EWM
299
Empirical Wealth Management
Washington
$1.92M +$117K +6,714 +6%
SEEDPG
300
S.E.E.D. Planning Group
New York
$1.88M -$232K -13,374 -11%
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