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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 %
Bank of New York Mellon
526
Bank of New York Mellon
New York
$456K -$1.57K -90 -0.3%
RWA
527
River Wealth Advisors
Pennsylvania
$451K +$28.9K +1,662 +7%
LIM
528
Loudon Investment Management
New Hampshire
$449K +$48.8K +3,870 +12%
RF
529
Rollins Financial
Georgia
$445K – – –
CFA
530
Cahill Financial Advisors
Minnesota
$443K -$12.5K -720 -3%
BPM
531
Bowling Portfolio Management
Ohio
$439K -$111K -6,402 -20%
US Bancorp
532
US Bancorp
Minnesota
$438K +$282K +16,254 +181%
HPWM
533
Highland Private Wealth Management
Washington
$436K +$12.3K +708 +3%
SWA
534
Sightline Wealth Advisors
Connecticut
$433K +$4.69K +270 +1%
PAM
535
Palisade Asset Management
Minnesota
$428K +$78.1K +4,500 +22%
PFM
536
Parsec Financial Management
North Carolina
$427K +$427K +24,576 New
MAM
537
Mastrapasqua Asset Management
Tennessee
$423K – – –
BP
538
Broadleaf Partners
Ohio
$423K +$30.7K +1,770 +8%
MWM
539
Mission Wealth Management
California
$419K – – –
CWM
540
Cadence Wealth Management
Massachusetts
$417K -$47.6K -2,742 -10%
KBFS
541
Kohmann Bosshard Financial Services
Ohio
$407K – – –
AWM
542
Altus Wealth Management
Kentucky
$403K +$6.99K +402 +2%
CAL
543
Capital Advisors Ltd
Ohio
$394K – – –
TC
544
TownSquare Capital
Utah
$391K – – –
SSI
545
Scott & Selber Inc
Texas
$387K -$2.09K -120 -0.5%
AIM
546
Anchor Investment Management
South Carolina
$386K +$4.17K +240 +1%
JIC
547
Joel Isaacson & Co
New York
$386K +$1.15K +66 +0.3%
VWA
548
Visionary Wealth Advisors
Illinois
$384K -$4.12M -237,324 -91%
CA
549
Crewe Advisors
Utah
$381K +$381K +21,918 New
FCIM
550
Fairview Capital Investment Management
California
$378K +$14.2K +816 +4%
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