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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.

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
1
Wealthfront Advisers
California
$1.15B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$98.6M
3
HCM
3
Hengehold Capital Management
Ohio
$108M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$37.6M
5
SFS
5
Summit Financial Strategies
Ohio
$62.9M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$379M
2
SCM
2
SCS Capital Management
Massachusetts
$446M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.39M
4
TIM
4
Total Investment Management
Arizona
$52.6M
5
Betterment LLC
5
Betterment LLC
New York
$425M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$50.1M 480,697 +24,963 +5%
HWA
27
HHM Wealth Advisors
Tennessee
$49.3M 473,225 +14,090 +3%
AAIM
28
Asset Advisors Investment Management
Georgia
$47.5M 455,703 +22,226 +5%
AIP
29
Almanack Investment Partners
Pennsylvania
$46.1M 442,414 +37,808 +9%
SFG
30
SNS Financial Group
Minnesota
$43.8M 420,001 +11,418 +3%
UCFA
31
United Capital Financial Advisors
Texas
$43.7M 419,155 -17,623 -4%
HighTower Advisors
32
HighTower Advisors
Illinois
$43.1M 413,395 +26,387 +7%
Mariner
33
Mariner
Kansas
$41.2M 394,908 -3,692 -0.9%
NSAM
34
North Star Asset Management
Wisconsin
$39.7M 380,540 -3,531 -0.9%
JIP
35
Jaffetilchin Investment Partners
Florida
$37.6M 379,881 +187,467 +97%
SFC
36
SYM Financial Corp
Indiana
$36.9M 353,996 -34,520 -9%
BP
37
Ballentine Partners
Massachusetts
$35.8M 342,910 -4,701 -1%
FPCG
38
Fort Pitt Capital Group
Pennsylvania
$35.7M 342,372 +27,743 +9%
GAM
39
Gemmer Asset Management
California
$35.7M 341,974 -105 -0%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$34.2M 328,021 +8,595 +3%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$32.3M 309,997 -4,643 -1%
OAJ
42
Ogorek Anthony Joseph
New York
$31.7M 303,983 +16,087 +6%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$31.2M 299,412 -1,634 -0.5%
JWS
44
Juncture Wealth Strategies
Arizona
$31.2M 290,963 +95,985 +49%
PIMG
45
Patriot Investment Management Group
Tennessee
$30.4M 291,579 +5,814 +2%
MF
46
Manchester Financial
California
$30.4M 291,293 +22,031 +8%
Creative Planning
47
Creative Planning
Kansas
$29.7M 285,200 -4,946 -2%
FMWA
48
Forvis Mazars Wealth Advisors
Missouri
$28.9M 277,041 -876 -0.3%
SA
49
Strategic Advisors
New York
$28.4M 272,072 +6,343 +2%
PRS
50
Pinkerton Retirement Specialists
Idaho
$27.8M 266,793 +2,564 +1%
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