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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 %
BMD
676
Better Money Decisions
New Mexico
$161K +$151K +8,700 +1,543%
SL
677
Savior LLC
Massachusetts
$158K -$105 -6 -0.1%
SIAP
678
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$157K – – –
Deutsche Bank
679
Deutsche Bank
Germany
$153K +$153K +8,832 New
JPMorgan Chase & Co
680
JPMorgan Chase & Co
New York
$150K -$19.4K -1,110 -11%
SPIA
681
Steward Partners Investment Advisory
New York
$149K -$46.3K -2,670 -24%
SIM
682
Sonora Investment Management
Arizona
$142K +$731 +42 +0.5%
ACA
683
Aptus Capital Advisors
Alabama
$136K – – –
NSIM
684
North Star Investment Management
Illinois
$133K – – –
AIM
685
Acropolis Investment Management
Missouri
$130K – – –
CWA
686
Carolina Wealth Advisors
South Carolina
$127K +$20.8K +1,200 +20%
MWA
687
Moser Wealth Advisors
Washington
$121K – – –
AWM
688
Avior Wealth Management
Nebraska
$120K -$4.57K -264 -4%
PFSC
689
Peoples Financial Services Corp
Pennsylvania
$120K – – –
CFGS
690
Concourse Financial Group Securities
Alabama
$114K – – –
PCFFS
691
Pacific Center for Financial Services
California
$110K +$731 +42 +0.7%
LB
692
Legacy Bridge
Iowa
$107K – – –
HPC
693
HM Payson & Co
Maine
$101K +$101K +5,826 New
FPB
694
First PREMIER Bank
South Dakota
$98K +$98K +5,646 New
HS
695
Horan Securities
United States
$96K +$96K +5,520 New
ME
696
McIlrath & Eck
Washington
$79K – – –
EWM
697
Elmwood Wealth Management
California
$70K – – –
TLFA
698
True Link Financial Advisors
California
$69K -$2.09K -120 -3%
WP
699
WealthShield Partners
North Carolina
$66K +$8.49K +486 +15%
SWA
700
Sutton Wealth Advisors
Florida
$65.6K – – –
26 27
28
29 30