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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 %
MWM
451
Merriman Wealth Management
Washington
$726K +$29K +1,668 +4%
MIA
452
MainStreet Investment Advisors
Illinois
$724K – – –
TC
453
Tatro Capital
Kentucky
$723K -$29.1K -1,674 -4%
NDSI
454
Newman Dignan & Sheerar Inc
Rhode Island
$722K +$10.3K +594 +1%
NCMW
455
Northern Capital Management (Washington)
Washington
$720K +$3.13K +180 +0.4%
GG
456
Gofen & Glossberg
Illinois
$720K +$10.1K +582 +1%
I2I
457
Insight 2811 Inc
Illinois
$717K +$305K +17,544 +74%
Baird Financial Group
458
Baird Financial Group
Wisconsin
$713K +$3.02K +174 +0.4%
FNBT
459
FineMark National Bank & Trust
Florida
$710K +$1.77K +102 +0.3%
EGWAG
460
Elwood & Goetz Wealth Advisory Group
Georgia
$704K -$4.8K -276 -0.7%
IFS
461
Ifrah Financial Services
Arkansas
$703K +$9.59K +552 +1%
GT
462
Glenmede Trust
Pennsylvania
$702K -$10.4K -600 -1%
GCA
463
Genesee Capital Advisors
New York
$690K -$12.7M -731,004 -95%
EPM
464
Elm Partners Management
Pennsylvania
$690K +$105K +6,024 +18%
IA
465
IAM Advisory
Pennsylvania
$690K +$690K +39,732 New
LAM
466
LifePro Asset Management
California
$687K -$834 -48 -0.1%
CIC
467
Carnegie Investment Counsel
Ohio
$682K -$30.8K -1,770 -4%
GMA
468
Goldstein Munger & Associates
California
$679K -$12.5K -720 -2%
DSAM
469
Dock Street Asset Management
Florida
$677K -$205K -11,784 -23%
SAM
470
Summit Asset Management
Tennessee
$677K -$5K -288 -0.7%
FWM
471
Frontier Wealth Management
Missouri
$674K +$5.21K +300 +0.8%
CL
472
Choreo LLC
Illinois
$669K +$86K +4,950 +15%
WCM
473
Washburn Capital Management
Florida
$662K -$38.8K -2,232 -6%
WCM
474
WealthBridge Capital Management
Ohio
$642K -$36.4K -2,094 -5%
SFG
475
StrategIQ Financial Group
Indiana
$631K -$30.5K -1,752 -5%
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