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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 %
FG
351
Foster Group
Iowa
$1.36M +$67.7K +3,894 +5%
GWM
352
Gray Wealth Management
Maine
$1.36M +$76.6K +4,410 +6%
Citigroup
353
Citigroup
New York
$1.36M -$7.51K -432 -0.5%
GA
354
Gateway Advisory
New Jersey
$1.36M -$20.9K -1,200 -2%
LWAC
355
Laurel Wealth Advisors (California)
California
$1.35M +$2.29K +132 +0.2%
EI
356
Ellevest Inc
New York
$1.35M -$195K -11,244 -13%
NS
357
Newman & Schimel
Illinois
$1.34M -$100K -5,760 -7%
SAM
358
Smithbridge Asset Management
Pennsylvania
$1.34M -$11.7K -672 -0.9%
SCM
359
SOL Capital Management
Maryland
$1.32M -$142K -8,148 -10%
CAN
360
Cetera Advisor Networks
California
$1.32M +$519K +29,832 +65%
DSN
361
D. Scott Neal
Kentucky
$1.31M -$15.2K -876 -1%
AWA
362
Acorn Wealth Advisors
Michigan
$1.3M +$86.4K +4,968 +7%
FWM
363
Filbrandt Wealth Management
Wisconsin
$1.3M – – –
CAG
364
Crestwood Advisors Group
Massachusetts
$1.29M +$63.3K +3,642 +5%
HI
365
Hendershot Investments
Virginia
$1.27M -$16.2K -930 -1%
SHWM
366
Silicon Hills Wealth Management
Texas
$1.27M -$5.01K -288 -0.4%
SCM
367
Southport Capital Management
Tennessee
$1.26M – – –
DAS
368
Dynamic Advisor Solutions
Arizona
$1.25M -$121K -6,960 -9%
KWM
369
Keebeck Wealth Management
Illinois
$1.24M – – –
TIA
370
Traphagen Investment Advisors
New Jersey
$1.23M – – –
OPWM
371
Oakwell Private Wealth Management
Texas
$1.21M -$12.1K -696 -1%
PIM
372
Penobscot Investment Management
Massachusetts
$1.21M – – –
BI
373
Blooom Inc
Kansas
$1.19M +$616K +35,610 +107%
NHC
374
Nicholas Hoffman & Company
Georgia
$1.19M +$5.11K +294 +0.4%
SCM
375
Seascape Capital Management
New Hampshire
$1.18M -$17.5K -1,008 -1%
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15
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