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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 %
IWC
301
Integrated Wealth Concepts
Massachusetts
$1.88M +$193K +11,124 +11%
CIA
302
Compass Ion Advisors
Pennsylvania
$1.85M +$114K +6,552 +7%
LCC
303
Lincoln Capital Corp
Rhode Island
$1.85M -$6.36K -366 -0.3%
CFA
304
Capstone Financial Advisors
Illinois
$1.84M +$209 +12 +0%
CAM
305
Carret Asset Management
New York
$1.83M +$7.4K +426 +0.4%
BWM
306
BCS Wealth Management
Tennessee
$1.81M +$126K +7,278 +7%
BWM
307
Benchmark Wealth Management
Connecticut
$1.8M – – –
AMG
308
Asset Management Group
Connecticut
$1.76M -$29.7K -1,710 -2%
CAI
309
Capital Advisors Inc
Oklahoma
$1.76M +$476K +27,414 +37%
QCG
310
Quadrant Capital Group
Ohio
$1.75M +$72.8K +4,188 +4%
RG
311
Retirement Group
California
$1.74M -$9.28K -534 -0.5%
TF
312
TIAA FSB
Florida
$1.73M -$18.9K -1,086 -1%
MPM
313
Meritage Portfolio Management
Kansas
$1.73M – – –
SIC
314
Sigma Investment Counselors
Michigan
$1.72M +$20K +1,152 +1%
WWM
315
Western Wealth Management
Colorado
$1.71M +$125K +7,218 +8%
SCA
316
STALEY CAPITAL ADVISERS
Pennsylvania
$1.67M -$51.7K -2,976 -3%
SC
317
Slow Capital
California
$1.64M -$121K -6,954 -7%
WCM
318
Weik Capital Management
Pennsylvania
$1.63M -$71.4K -4,110 -4%
SBH
319
Segall Bryant & Hamill
Illinois
$1.63M -$50.7K -2,916 -3%
BCM
320
Brookstone Capital Management
Illinois
$1.63M +$1.63M +92,478 New
GCA
321
Gradient Capital Advisors
California
$1.6M +$58K +3,336 +4%
AFP
322
Ausdal Financial Partners
Iowa
$1.6M +$219K +12,600 +16%
CG
323
Colony Group
Massachusetts
$1.59M -$162K -9,306 -9%
Lido Advisors
324
Lido Advisors
California
$1.59M +$945K +54,360 +146%
BJL
325
Brighton Jones LLC
Washington
$1.58M -$1.41M -81,258 -47%
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