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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 %
CAG
326
Compass Advisory Group
New York
$1.56M +$3.23K +186 +0.2%
V
327
Veritable
Delaware
$1.56M +$18.3K +1,050 +1%
WPIC
328
White Pine Investment Company
Michigan
$1.55M -$35.2K -2,028 -2%
TYCC
329
Texas Yale Capital Corp
Florida
$1.55M +$104 +6 +0%
BWP
330
BSW Wealth Partners
Colorado
$1.55M -$150K -8,640 -9%
NCM
331
Northwest Capital Management
Oregon
$1.52M +$177K +10,020 +13%
SHJ
332
Sharkey, Howes & Javer
Colorado
$1.47M +$5.11K +294 +0.3%
WS
333
Wedbush Securities
California
$1.47M +$1.47M +84,558 New
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$1.47M – – –
NA
335
NewEdge Advisors
Louisiana
$1.46M +$655K +37,710 +81%
PAMG
336
Patton Albertson Miller Group
Tennessee
$1.46M -$48.6K -2,796 -3%
FWM
337
Focused Wealth Management
New York
$1.44M +$295K +16,950 +26%
SWM
338
Spire Wealth Management
Virginia
$1.44M -$143K -8,250 -9%
FWP
339
FAS Wealth Partners
Kansas
$1.43M +$7.61K +438 +0.5%
AA
340
Ancora Advisors
Ohio
$1.41M +$3.75K +216 +0.3%
PA
341
Pinnacle Associates
New York
$1.41M +$6.88K +396 +0.5%
ECM
342
Exchange Capital Management
Michigan
$1.4M -$15.6K -900 -1%
DI
343
Diligent Investors
California
$1.4M +$9.18K +528 +0.7%
William Blair & Company
344
William Blair & Company
Illinois
$1.39M +$471K +27,084 +51%
FNBOMD
345
First National Bank of Mount Dora
Florida
$1.38M – – –
RM
346
Resource Management
Louisiana
$1.38M +$77.3K +4,446 +6%
DI
347
Disciplined Investments
Oklahoma
$1.38M +$4.17K +240 +0.3%
SAM
348
S.A. Mason
Michigan
$1.38M +$5.73K +330 +0.4%
PI
349
Pachira Investments
California
$1.37M -$707K -40,668 -34%
FMP
350
Financial Management Professionals
Texas
$1.37M +$450K +25,920 +49%
12 13
14
15 16