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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 %
K
76
Kemper
Illinois
$18.6M 178,000 -212 -0.1%
PAM
77
Pegasus Asset Management
New York
$18.6M 177,935 +1,882 +1%
TWM
78
Tanglewood Wealth Management
Texas
$18.1M 173,434 -1,763 -1%
CHJWM
79
Carlton Hofferkamp & Jenks Wealth Management
Texas
$18M 173,175 -2,048 -1%
BJ
80
Brouwer & Janachowski
California
$15.8M 151,834 -1,150 -0.8%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$15.8M 151,702 +7,204 +5%
MFGP
82
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.5M 148,594 +2,547 +2%
VNA
83
Valley National Advisers
Pennsylvania
$14.4M 137,872 +791 +0.6%
AA
84
Ashford Advisors
New York
$14.1M 135,322 – –
PP
85
PrairieView Partners
Minnesota
$14M 134,359 -1,865 -1%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$14M 134,145 +4,294 +3%
IAS
87
IMA Advisory Services
Colorado
$13.9M 133,421 -198 -0.1%
TW
88
TrinityPoint Wealth
Connecticut
$13.8M 132,525 +1,659 +1%
MWP
89
Meridian Wealth Partners
Pennsylvania
$13.8M 132,035 +7,854 +6%
AF
90
Advisornet Financial
Minnesota
$13.6M 130,634 -5,126 -4%
ECML
91
Eagle Capital Management (Louisiana)
Louisiana
$13.6M 130,266 -4,136 -3%
SCM
92
Spreng Capital Management
Ohio
$13.5M 129,342 +10,077 +8%
HI
93
Harbour Investments
Wisconsin
$13.3M 127,375 +55,642 +78%
SWM
94
SigFig Wealth Management
California
$13.3M 128,089 +7,640 +6%
TWM
95
Tradition Wealth Management
Minnesota
$13M 124,499 +844 +0.7%
DLCIG
96
D.L. Carlson Investment Group
New Hampshire
$12.9M 124,040 +8,414 +7%
GFS
97
GYL Financial Synergies
Connecticut
$12.9M 123,429 -2,766 -2%
CCA
98
Column Capital Advisors
Indiana
$12.8M 122,738 +5 +0%
AIS
99
American Investment Services
Massachusetts
$12.7M 122,144 – –
IDA
100
Intelligence Driven Advisers
California
$12.2M 117,214 -7,425 -6%
2 3
4
5 6