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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 %
TCM
426
Twele Capital Management
Minnesota
$844K -$76.1K -4,380 -8%
PP
427
Pegasus Partners
Wisconsin
$833K – – –
SFSIG
428
San Francisco Sentry Investment Group
California
$825K -$11.5K -660 -1%
PWSG
429
Pacific Wealth Strategies Group
California
$808K -$900K -51,762 -53%
G
430
Gainplan
Michigan
$804K -$21K -1,212 -3%
BO
431
BRR OpCo
Ohio
$802K +$802K +46,152 New
VPIM
432
Vanguard Personalized Indexing Management
California
$794K +$1.04K +60 +0.1%
EWA
433
EP Wealth Advisors
California
$779K +$1.25K +72 +0.2%
ECG
434
EPIQ Capital Group
California
$779K +$2.4K +138 +0.3%
APA
435
American Portfolios Advisors
New York
$776K +$20.5K +1,182 +3%
CWS
436
Cypress Wealth Services
California
$770K -$122K -7,026 -14%
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$768K – – –
EFSCE
438
Enterprise Financial Services Corp (EFSC)
Missouri
$768K +$170K +9,762 +28%
HIC
439
Holderness Investments Company
North Carolina
$766K +$26.1K +1,500 +4%
NRI
440
NFP Retirement Inc
California
$754K -$24.6K -1,416 -3%
CCM
441
Carlson Capital Management
Minnesota
$753K -$1.46K -84 -0.2%
PIA
442
Pinion Investment Advisors
Kansas
$752K -$35.4K -2,040 -5%
MA
443
MCF Advisors
Kentucky
$750K – – –
SPFA
444
Summit Place Financial Advisors
New Jersey
$749K +$20.3K +1,170 +3%
PCA
445
Pallas Capital Advisors
Massachusetts
$746K +$746K +42,144 New
GRP
446
Global Retirement Partners
California
$745K -$44.2K -2,544 -6%
NFG
447
Next Financial Group
Texas
$745K +$29.7K +1,710 +4%
GC
448
Grimes & Company
Massachusetts
$741K -$19.4K -1,116 -3%
TAM
449
Townsend Asset Management
North Carolina
$733K -$4.38K -252 -0.6%
CWM
450
Cranbrook Wealth Management
Michigan
$733K – – –
16 17
18
19 20