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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 %
SHA
551
Seneca House Advisors
Virginia
$376K -$118K -6,798 -24%
AC
552
Abbrea Capital
California
$375K +$731 +42 +0.2%
LNC
553
Lincoln National Corp
Pennsylvania
$374K -$1.67K -96 -0.4%
RRCM
554
Rappaport Reiches Capital Management
Illinois
$374K +$374K +21,510 New
SFG
555
SevenBridge Financial Group
Pennsylvania
$372K +$44.3K +2,550 +14%
CC
556
Claybrook Capital
Massachusetts
$372K +$372K +21,426 New
PP
557
Palladium Partners
Virginia
$369K -$1.49M -85,506 -80%
RCAG
558
Rehmann Capital Advisory Group
Michigan
$369K – – –
NEGWA
559
New England Guild Wealth Advisors
Connecticut
$366K – – –
AMIM
560
Aull & Monroe Investment Management
Alabama
$363K – – –
TW
561
Transform Wealth
Colorado
$361K +$17.4K +1,002 +5%
LAIC
562
Lederer & Associates Investment Counsel
California
$360K – – –
AssetMark Inc
563
AssetMark Inc
California
$355K +$184K +10,566 +107%
CW
564
CreativeOne Wealth
Kansas
$354K -$32.1K -1,848 -8%
SFG
565
Sovereign Financial Group
Connecticut
$352K – – –
HIP
566
HUB Investment Partners
Texas
$350K +$44.4K +2,550 +15%
DY
567
Dowling & Yahnke
California
$350K +$55.6K +3,204 +19%
AWM
568
AE Wealth Management
Kansas
$349K +$7.2K +414 +2%
TIA
569
Tiemann Investment Advisors
California
$342K -$12.6K -726 -4%
JC
570
Jacobs & Co
California
$342K -$2.09K -120 -0.6%
OWM
571
Orgel Wealth Management
Wisconsin
$340K -$8.24K -474 -2%
PAM
572
Private Asset Management
California
$340K – – –
VCM
573
Versant Capital Management
Arizona
$339K -$253K -14,520 -43%
MFT
574
Moisand Fitzgerald Tamayo
Florida
$334K -$60.1K -3,456 -15%
GKWIM
575
Gerber Kawasaki Wealth & Investment Management
California
$328K -$80.8K -4,650 -20%
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