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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 %
OCM
626
Osterweis Capital Management
California
$244K -$226K – –
HFA
627
HC Financial Advisors
California
$243K – – –
KA
628
Klingman & Associates
New York
$243K – – –
RPWA
629
Regent Peak Wealth Advisors
Georgia
$243K +$243K +13,740 New
Fifth Third Bancorp
630
Fifth Third Bancorp
Ohio
$240K -$44.8K -2,574 -16%
CIP
631
Capital Insight Partners
Arizona
$240K – – –
BDWCC
632
B&D White Capital Company
Texas
$240K +$240K +13,854 New
RA
633
Resolute Advisors
California
$239K +$212K +12,180 +787%
Barclays
634
Barclays
United Kingdom
$239K +$239K +13,740 New
AA
635
Advisory Alpha
Michigan
$237K +$1.67K +96 +0.7%
CAL
636
Capital Analysts LLC
Pennsylvania
$234K +$625 +36 +0.3%
GSAM
637
Grant Street Asset Management
Pennsylvania
$233K -$1.15M -46,632 -83%
C
638
Certuity
Florida
$233K – – –
CSIA
639
Charles Schwab Investment Advisory
California
$232K +$232K +13,368 New
PK
640
Pflug Koory
Nebraska
$231K – – –
JWM
641
Janiczek Wealth Management
Colorado
$231K +$522 +30 +0.2%
IF
642
Ironwood Financial
Arizona
$228K +$8.45K +486 +4%
VFA
643
Valeo Financial Advisors
Indiana
$228K +$63.4K +3,648 +39%
WAP
644
Wealthcare Advisory Partners
Pennsylvania
$227K -$731 -42 -0.3%
RWM
645
Ritholtz Wealth Management
New York
$227K +$227K +13,050 New
SAM
646
SP Asset Management
California
$225K – – –
PWMAG
647
Pinnacle Wealth Management Advisory Group
New Jersey
$224K +$104 +6 +0%
WI
648
Wedgewood Investors
Pennsylvania
$223K – – –
FHA
649
Flagship Harbor Advisors
Massachusetts
$223K +$223K +12,852 New
MA
650
MONECO Advisors
Connecticut
$222K – – –
24 25
26
27 28