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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 %
CRC
401
Curi RMB Capital
Illinois
$991K – – –
FT
402
Fiduciary Trust
Massachusetts
$988K – – –
ATC
403
Argent Trust Co
Tennessee
$985K -$419K -24,114 -30%
GP
404
Greenline Partners
New York
$969K -$4.01M -230,490 -81%
AAP
405
Arax Advisory Partners
Colorado
$968K +$968K +55,704 New
CP
406
Corbenic Partners
Pennsylvania
$956K +$184K +10,578 +24%
PWM
407
Perigon Wealth Management
California
$951K -$21K -1,206 -2%
LIG
408
Lokken Investment Group
Delaware
$950K +$194K +11,178 +26%
Cerity Partners
409
Cerity Partners
New York
$933K -$21.5K -1,236 -2%
KeyBank National Association
410
KeyBank National Association
Ohio
$933K -$19.3K -1,110 -2%
CCM
411
Chilton Capital Management
Texas
$925K -$78.8K -4,536 -8%
PS
412
Planned Solutions
California
$925K +$80.6K +4,638 +10%
AWA
413
Arkadios Wealth Advisors
Georgia
$915K +$638K +36,756 +230%
ICG
414
InterOcean Capital Group
Tennessee
$912K +$433K +24,906 +90%
VDI
415
Vaughan David Investments
Illinois
$895K +$200K +11,532 +29%
ODIJL
416
One Day In July LLC
Vermont
$892K – – –
Renaissance Technologies
417
Renaissance Technologies
New York
$886K +$83.4K +4,800 +10%
VWA
418
V Wealth Advisors
Kansas
$881K +$1.25K +72 +0.1%
IAP
419
Indie Asset Partners
Indiana
$880K -$29.2K -1,680 -3%
UWPG
420
Ullmann Wealth Partners Group
Florida
$875K – – –
SAF
421
Smith Anglin Financial
Texas
$874K +$2.61K +150 +0.3%
RPSA
422
Richard P. Slaughter Associates
Texas
$866K -$30K -1,728 -3%
PFA
423
Pure Financial Advisors
California
$858K -$8.87K -510 -1%
LW
424
Linscomb Wealth
Texas
$856K -$45.2K -2,598 -5%
SGCA
425
Steel Grove Capital Advisors
Tennessee
$849K – – –
15 16
17
18 19