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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 Holding Trade Value Shares
Change 		Shares
Change %
CWP
751
Concord Wealth Partners
Virginia
$17K – – –
WC
752
Westwind Capital
New Mexico
$17K +$17K +954 New
FFA
753
Freedman Financial Associates
Massachusetts
$14K +$3.55K +204 +34%
PCA
754
Providence Capital Advisors
North Carolina
$12K – – –
LF
755
Lee Financial
Texas
$12K +$12K +684 New
JCM
756
Jacobi Capital Management
Pennsylvania
$10K – – –
NC
757
NewSquare Capital
Pennsylvania
$10K – – –
CWA
758
Core Wealth Advisors
Florida
$10K – – –
FP
759
Financial Perspectives
Minnesota
$8.65K -$828K -47,664 -99%
BAM
760
Bellevue Asset Management
Washington
$7K – – –
CFN
761
Cordasco Financial Network
Florida
$6K – – –
RF
762
Robbins Farley
New Hampshire
$6K – – –
ZC
763
Zeit Capital
Colorado
$5K -$15.9K -858 -76%
TFA
764
Toth Financial Advisory
Virginia
$5K – – –
PWM
765
Prentice Wealth Management
New York
$4K +$4K +228 New
CAM
766
Costello Asset Management
Pennsylvania
$3K – – –
RDFA
767
Ritter Daniher Financial Advisory
Ohio
$2K -$15.5K -1,020 -89%
MA
768
MBA Advisors
Pennsylvania
$1.58K -$266 -15,336 -14%
EWM
769
Endurance Wealth Management
Rhode Island
$1K – – –
TCM
770
Tradewinds Capital Management
Washington
$1K – – –
HFS
771
Hantz Financial Services
Michigan
$1K – – –
POIA
772
Pin Oak Investment Advisors
Texas
$1K – – –
AW
773
Avion Wealth
Texas
$1K +$1K +48 New
WQ
774
Wealth Quarterback
New Jersey
$1K +$1K +54 New
APWA
775
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +66 New
29 30
31
32 33