SCHB icon

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 %
CFA
376
Carroll Financial Associates
North Carolina
$1.17M -$938 -54 -0.1%
B
377
Bailard
California
$1.17M +$52.6K +3,030 +5%
BWM
378
Blossom Wealth Management
California
$1.16M +$149K +8,598 +15%
EAM
379
Evanson Asset Management
California
$1.15M +$4.59K +264 +0.4%
MS
380
Madden Securities
Texas
$1.15M -$72.3K -4,164 -6%
ECG
381
Edge Capital Group
Georgia
$1.12M -$148K -8,490 -12%
DP
382
Denver PWM
Colorado
$1.11M -$244K -13,980 -18%
WWP
383
Waypoint Wealth Partners
California
$1.11M -$5.22K -300 -0.5%
NNP
384
Nachman Norwood & Parrott
South Carolina
$1.11M – – –
TIM
385
Tortoise Investment Management
New York
$1.09M +$61K +3,510 +6%
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$1.08M +$514K +29,586 +91%
AFAS
387
Acorn Financial Advisory Services
Virginia
$1.08M +$1.08M +62,172 New
FWP
388
Firethorn Wealth Partners
Georgia
$1.08M -$74.9K -4,308 -6%
CNFG
389
Creegan & Nassoura Financial Group
New Hampshire
$1.08M – – –
CA
390
Callahan Advisors
Texas
$1.06M -$55.9K -3,216 -5%
RWRC
391
R.W. Roge & Company
New York
$1.04M -$85.2K -4,824 -8%
VWA
392
VERITY Wealth Advisors
United States
$1.03M – – –
SSWM
393
Smith Salley Wealth Management
North Carolina
$1.02M – – –
PA
394
Perennial Advisors
New York
$1.02M +$12.1K +696 +1%
DADC
395
D.A. Davidson & Co
Montana
$1.02M -$2.61K -150 -0.3%
S
396
SignatureFD
Georgia
$1.01M +$65.4K +3,762 +7%
EWM
397
Evermay Wealth Management
Virginia
$1M -$107K -6,180 -10%
WWM
398
Windsor Wealth Management
Indiana
$1M +$8.97K +516 +0.9%
FM
399
Foster & Motley
Ohio
$997K +$699K +40,242 +235%
CTA
400
Chesley Taft & Associates
Illinois
$996K +$8.34K +480 +0.8%
14 15
16
17 18