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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 %
RIM
101
Rockbridge Investment Management
New York
$11.7M 112,170 -3,743 -3%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$11.4M 109,015 -22,763 -17%
LB
103
Leo Brokerage
Texas
$11.4M 108,946 -149 -0.1%
RC
104
Roundview Capital
New Jersey
$11.1M 106,412 +2,125 +2%
PCIA
105
Prime Capital Investment Advisors
Kansas
$10.9M 104,254 +11,228 +12%
TCM
106
Towercrest Capital Management
Pennsylvania
$10.8M 103,839 +19,200 +23%
AWMG
107
Alliance Wealth Management Group
New Jersey
$10.8M 103,839 +19,200 +23%
OWM
108
Opes Wealth Management
California
$10.6M 101,919 -4,039 -4%
OIA
109
OneDigital Investment Advisors
Kansas
$10.4M 99,832 +5,136 +5%
BRWA
110
B. Riley Wealth Advisors
Florida
$10.4M 99,440 -1,597 -2%
GVAG
111
Great Valley Advisor Group
Delaware
$9.93M 98,389 +54,664 +125%
DBRC
112
D.B. Root & Company
Pennsylvania
$9.5M 91,083 +1,369 +2%
SA
113
Shilanski & Associates
Alaska
$9.28M 89,008 +10,517 +13%
APW
114
Aurora Private Wealth
New Jersey
$9.26M 88,791 +8,264 +10%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$9.08M 87,064 -14,061 -14%
BDFN
116
Bond & Devick Financial Network
Minnesota
$9.06M 86,908 +4,222 +5%
KM
117
Kalos Management
Georgia
$8.99M 83,995 -9,271 -10%
EFG
118
Everhart Financial Group
Ohio
$8.81M 84,509 -944 -1%
TA
119
Trellis Advisors
Washington
$8.79M 84,320 -4,196 -5%
MWA
120
Motive Wealth Advisors
Michigan
$8.57M 82,213 +82,213 New
PS
121
Portfolio Solutions
Michigan
$8.56M 79,931 -5,143 -6%
CIAS
122
Capital Investment Advisory Services
North Carolina
$8.51M 81,634 +1,836 +2%
SFA
123
Sequoia Financial Advisors
Ohio
$8.26M 79,208 +475 +0.6%
SC
124
Savant Capital
Illinois
$8.16M 78,232 -3,082 -4%
RMC
125
Regis Management Company
California
$8.1M 77,686 -890 -1%
3 4
5
6 7