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 %
CBFP
476
Cedar Brook Financial Partners
Ohio
$631K +$300K +17,268 +91%
HA
477
Harborview Advisors
Maine
$624K -$455K -26,166 -42%
ARC
478
Advisor Resource Council
Texas
$624K +$624K +35,880 New
BFC
479
Bedel Financial Consulting
Indiana
$618K +$11.3K +648 +2%
MAS
480
Managed Account Services
Florida
$617K -$2.4K -138 -0.4%
CS
481
Credit Suisse
Switzerland
$617K +$84.9K +4,890 +16%
PPA
482
Parametric Portfolio Associates
Washington
$614K -$49.1K -2,826 -7%
AL
483
ACAS LLC
California
$614K -$10.4K -600 -2%
BA
484
Bridgewater Advisors
New York
$611K +$265K +15,276 +77%
CWM
485
Cabot Wealth Management
Massachusetts
$610K -$5.11K -294 -0.8%
MAG
486
Mayfair Advisory Group
Alabama
$602K +$29K +1,668 +5%
WFA
487
West Financial Advisors
Iowa
$597K +$7.72K +444 +1%
CA
488
Cetera Advisors
Colorado
$590K -$15.4K -888 -3%
IWM
489
IHT Wealth Management
Illinois
$590K -$11.4K -654 -2%
GC
490
Garde Capital
Washington
$586K -$54.6K -3,138 -9%
CA
491
Claro Advisors
Massachusetts
$585K +$313 +18 +0.1%
PFA
492
Pinnacle Family Advisors
Missouri
$583K -$5.94K -342 -1%
ACM
493
Armbruster Capital Management
New York
$579K +$51.6K +2,970 +10%
VCM
494
Vigilant Capital Management
Maine
$575K +$5.22K +300 +0.9%
MCM
495
Mengis Capital Management
Oregon
$571K -$3.23K -186 -0.6%
AF
496
Allworth Financial
California
$571K +$198K +11,388 +53%
MHR
497
Matthew Hamilton Rosenberg
$566K +$41.5K +2,388 +8%
JWM
498
Jeppson Wealth Management
California
$565K +$1.67K +96 +0.3%
PWA
499
Physician Wealth Advisors
Utah
$560K – – –
BF
500
Blankinship & Foster
California
$557K -$199K -11,466 -26%
18 19
20
21 22