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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 %
BFA
501
Beacon Financial Advisory
Ohio
$546K – – –
EP
502
Eudaimonia Partners
Tennessee
$540K -$603K -34,692 -53%
OIM
503
Opus Investment Management
Massachusetts
$534K – – –
Stifel Financial
504
Stifel Financial
Missouri
$526K +$1.77K +102 +0.3%
PFS
505
Prospera Financial Services
Texas
$525K +$69.1K +3,978 +15%
OCM
506
One Capital Management
California
$523K -$2.92K -168 -0.6%
BCM
507
Bowie Capital Management
Texas
$521K – – –
HBT
508
Hills Bank & Trust
Iowa
$521K +$521K +30,000 New
WAM
509
Weatherly Asset Management
California
$518K -$83.5K -4,800 -14%
EWF
510
Epstein & White Financial
California
$518K +$518K +29,796 New
AA
511
AF Advisors
California
$515K +$515K +29,634 New
KPWS
512
Kestra Private Wealth Services
Texas
$511K +$417 +24 +0.1%
TC
513
TAP Consulting
Missouri
$509K +$19.8K +1,140 +4%
LWMT
514
Legacy Wealth Management (Tennessee)
Tennessee
$503K +$73.8K +4,248 +17%
MGIA
515
Moneta Group Investment Advisors
Missouri
$502K +$64.2K +3,696 +15%
CFIA
516
Cantor Fitzgerald Investment Advisors
New York
$494K -$52.2K -3,000 -10%
GC
517
Gilbert & Cook
Iowa
$493K -$11.5K -660 -2%
Bank of Montreal
518
Bank of Montreal
Ontario, Canada
$491K +$352K +20,166 +253%
IF
519
IRON Financial
Illinois
$490K -$15.6K -900 -3%
ACP
520
Aveo Capital Partners
Colorado
$489K +$161K +9,252 +49%
ACP
521
Aviance Capital Partners
Florida
$485K – – –
APP
522
Avantax Planning Partners
Iowa
$471K +$4.28K +246 +0.9%
Janney Montgomery Scott
523
Janney Montgomery Scott
Pennsylvania
$466K +$466K +26,790 New
ARMC
524
American Research & Management Company
Massachusetts
$463K -$521 -30 -0.1%
CGFA
525
Colton Groome Financial Advisors
North Carolina
$459K +$459K +26,394 New
19 20
21
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