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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
1
Wealthfront Advisers
California
$1.15B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$98.6M
3
HCM
3
Hengehold Capital Management
Ohio
$108M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$37.6M
5
SFS
5
Summit Financial Strategies
Ohio
$62.9M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$379M
2
SCM
2
SCS Capital Management
Massachusetts
$446M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.39M
4
TIM
4
Total Investment Management
Arizona
$52.6M
5
Betterment LLC
5
Betterment LLC
New York
$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
701
Covington Capital Management
California
$64K – – –
CWM
702
Cedar Wealth Management
California
$63K – – –
GWS
703
Glassman Wealth Services
Virginia
$62K – – –
PGAM
704
Princeton Global Asset Management
New Jersey
$58K – – –
MAWCM
705
Mine & Arao Wealth Creation & Management
California
$56K – – –
SW
706
SVB Wealth
Massachusetts
$55K -$226K -13,200 -80%
CAAS
707
Capital Asset Advisory Services
Michigan
$55K -$4.91K -282 -8%
MCM
708
MV Capital Management
Maryland
$55K – – –
PGWM
709
Parisi Gray Wealth Management
New Jersey
$54K +$54K +3,120 New
WT
710
Whittier Trust
California
$52K – – –
PO
711
Private Ocean
California
$51K +$103 +6 +0.2%
BCA
712
Berman Capital Advisors
Georgia
$48K -$10.3K -594 -18%
HRC
713
Hoertkorn Richard Charles
$47K – – –
WFA
714
Wells Financial Advisors
Massachusetts
$47K – – –
CTC
715
Central Trust Company
Missouri
$47K +$47K +2,730 New
HR
716
Howe & Rusling
New York
$44K +$19.7K +1,134 +81%
AWM
717
AllSquare Wealth Management
New York
$43K – – –
BCM
718
Blume Capital Management
California
$43K +$28.6K +1,650 +198%
SFPG
719
Stonebridge Financial Planning Group
Florida
$42K – – –
NFSG
720
Newbridge Financial Services Group
Florida
$40K -$2.49K -144 -6%
GI
721
Gradient Investments
Minnesota
$38K – – –
CP
722
Castleview Partners
Texas
$38K +$38K +2,166 New
SB
723
Strategic Blueprint
Georgia
$38K +$38K +2,166 New
PFBT
724
Parkside Financial Bank & Trust
Missouri
$37K – – –
TVWM
725
Tower View Wealth Management
Wisconsin
$35K +$103 +6 +0.3%
27 28
29
30 31