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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
$1.15B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.6M
3
HCM
Hengehold Capital Management
Ohio
$108M
4
JIP
Jaffetilchin Investment Partners
Florida
$37.6M
5
SFS
Summit Financial Strategies
Ohio
$62.9M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$379M
2
SCM
SCS Capital Management
Massachusetts
$446M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.39M
4
TIM
Total Investment Management
Arizona
$52.6M
5
Betterment LLC
Betterment LLC
New York
$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
651
Pinnacle Financial Partners
Tennessee
$219K – – –
PWA
652
Pinnacle Wealth Advisors
Tennessee
$219K +$219K +12,588 New
FFWA
653
FRG Family Wealth Advisors
Washington
$218K – – –
LFG
654
Larson Financial Group
Missouri
$215K -$12.8K -738 -6%
AC
655
AlphaCore Capital
California
$215K +$627 +36 +0.3%
Millennium Management
656
Millennium Management
New York
$215K +$215K +12,378 New
CPSAC
657
Chas P. Smith & Associates (CPS)
Florida
$214K -$2.61K -150 -1%
BIM
658
Baldwin Investment Management
Pennsylvania
$213K +$213K +12,234 New
BFG
659
Berger Financial Group
Minnesota
$212K +$212K +12,198 New
FCH
660
Freestone Capital Holdings
Washington
$211K -$66.6K -3,840 -24%
FMC
661
Financial Management Concepts
Florida
$210K -$27.5K -1,560 -12%
GWM
662
Geneos Wealth Management
Colorado
$207K -$62.9K -3,582 -23%
SSB
663
Sandy Spring Bank
Maryland
$205K – – –
SPA
664
Sentinel Pension Advisors
Massachusetts
$204K +$204K +11,754 New
VWM
665
Vigilare Wealth Management
Arizona
$202K +$202K +11,622 New
Jane Street
666
Jane Street
New York
$200K +$200K +11,532 New
BW
667
Bison Wealth
Georgia
$191K +$104 +6 +0.1%
SFP
668
Sterling Financial Planning
New Jersey
$185K +$625 +36 +0.3%
FCA
669
FinTrust Capital Advisors
South Carolina
$184K – – –
AFG
670
Albion Financial Group
Utah
$183K +$183K +10,506 New
IRC
671
Investors Research Corp
Georgia
$174K -$2.81K -162 -2%
DOA
672
D'Orazio & Associates
Virginia
$173K – – –
BC
673
Burleson & Co
California
$170K -$941 -54 -0.6%
CIA
674
Choate Investment Advisors
Massachusetts
$168K +$168K +9,678 New
AIA
675
Armor Investment Advisors
North Carolina
$162K +$82.2K +4,728 +103%
25 26
27
28 29