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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 %
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$326K -$24.7K -1,422 -7%
PB
577
Pinnacle Bancorp
Nebraska
$326K – – –
ECM
578
Evergreen Capital Management
Washington
$318K – – –
Thrivent Financial for Lutherans
579
Thrivent Financial for Lutherans
Minnesota
$318K +$52.1K +3,000 +20%
FF
580
Friedenthal Financial
New Jersey
$317K +$317K +18,216 New
FRA
581
Front Row Advisors
California
$315K – – –
SCM
582
Schnieders Capital Management
California
$307K – – –
CAM
583
Cubic Asset Management
Massachusetts
$306K – – –
GLLW
584
Graves Light Lenhart Wealth
Virginia
$305K +$730 +42 +0.2%
SFP
585
Shepherd Financial Partners
Massachusetts
$304K -$939 -54 -0.3%
PAM
586
Premier Asset Management
Illinois
$301K – – –
RPA
587
Rock Point Advisors
Vermont
$299K -$26.2K -1,506 -8%
WA
588
Wealth Architects
California
$299K – – –
EH
589
Equitable Holdings
New York
$299K +$4.37K +252 +1%
LF
590
LifeSteps Financial
California
$293K +$2.81K +162 +1%
BWA
591
Burt Wealth Advisors
Maryland
$290K – – –
MM
592
Main Management
California
$290K +$27.5K +1,584 +10%
FVWA
593
Foster Victor Wealth Advisors
South Carolina
$289K -$6.99K -402 -2%
AIA
594
Alera Investment Advisors
Illinois
$286K +$286K +16,440 New
Rockefeller Capital Management
595
Rockefeller Capital Management
New York
$284K +$236K +13,596 +493%
VHAM
596
Van Hulzen Asset Management
California
$283K – – –
RWG
597
Ratio Wealth Group
Colorado
$283K – – –
AFA
598
American Financial Advisors
Georgia
$280K +$7.5K +432 +3%
CCM
599
Coldstream Capital Management
Washington
$280K +$280K +16,110 New
CNC
600
Canandaigua National Corp
New York
$276K – – –
22 23
24
25 26