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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AI
51
Accredited Investors
Minnesota
$27M 259,229 -1,474 -0.6%
Truist Financial
52
Truist Financial
North Carolina
$26.5M 253,770 +28,974 +13%
LPL Financial
53
LPL Financial
California
$25.9M 248,530 -1,722 -0.7%
WA
54
WBH Advisory
Maryland
$25.8M 242,127 +697 +0.3%
UBS Group
55
UBS Group
Switzerland
$25.3M 242,683 -987 -0.4%
LPT
56
Legacy Private Trust
Wisconsin
$24.1M 231,284 -1,483 -0.6%
WWM
57
WT Wealth Management
Arizona
$23.8M 228,640 +3,530 +2%
BCWM
58
Bartlett & Co Wealth Management
Ohio
$23.6M 226,671 -4,900 -2%
BC
59
Bartlett & Co
Ohio
$23.6M 226,671 -4,900 -2%
MAS
60
Madden Advisory Services
Florida
$23.4M 224,526 -9,095 -4%
RBC
61
Roble Belko & Company
Pennsylvania
$23.1M 221,498 -21,317 -9%
CCA
62
Cobblestone Capital Advisors
New York
$22.8M 219,104 -16,928 -7%
TI
63
Truepoint Inc
Ohio
$22.8M 219,062 -1,316 -0.6%
LFS
64
Legacy Financial Strategies
Kansas
$22.7M 217,589 +11,072 +5%
Morgan Stanley
65
Morgan Stanley
New York
$22.2M 212,884 +11,218 +6%
CG
66
Caprock Group
Idaho
$21.9M 210,311 +963 +0.5%
ECM
67
Elgethun Capital Management
South Dakota
$21.8M 209,323 +1,905 +0.9%
EE
68
EWG Elevate
California
$21.4M 204,580 -5,713 -3%
FNC
69
First National Corp
Massachusetts
$21.2M 288,528 -31,559 -10%
SFP
70
Strategic Financial Planning
Texas
$20.8M 199,838 -3,887 -2%
DW
71
Domani Wealth
Pennsylvania
$20.4M 195,368 -12,255 -6%
GB
72
Goepper Burkhardt
South Carolina
$20.2M 193,751 -783 -0.4%
Wells Fargo
73
Wells Fargo
California
$20.1M 192,762 -11,774 -6%
BCMO
74
Buckingham Capital Management (Ohio)
Ohio
$19.4M 186,514 -2,708 -1%
SFG
75
Sunburst Financial Group
Alabama
$19.4M 186,267 +9,941 +6%
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