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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 %
FA
126
Fagan Associates
New York
$8.1M +$188K +10,806 +2%
SCA
127
Strategic Capital Advisers
Colorado
$8.05M -$324K -18,660 -4%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$8.02M -$126K -7,248 -2%
CHA
129
Carmichael Hill & Associates
Maryland
$7.98M +$64K +3,684 +0.8%
WPW
130
Waldron Private Wealth
Pennsylvania
$7.84M – – –
IA
131
IFP Advisors
Florida
$7.8M +$648K +37,350 +9%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$7.76M +$1.45M +83,382 +23%
AA
133
Apriem Advisors
California
$7.57M +$521 +30 +0%
JFG
134
JMG Financial Group
Illinois
$7.53M +$35.7K +2,052 +0.5%
CFMC
135
Curbstone Financial Management Corp
New Hampshire
$7.29M -$34.4K -1,980 -0.5%
PCA
136
Personal Capital Advisors
California
$7.28M -$1.75M -100,560 -19%
TFF
137
The Family Firm
Maryland
$7.26M -$178K -10,230 -2%
BIP
138
Blueprint Investment Partners
North Carolina
$7.06M -$467K -26,862 -6%
ICM
139
Islay Capital Management
Texas
$7.06M +$32.5K +1,872 +0.5%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$6.99M -$85.9K -4,944 -1%
SBL
141
Sargent Bickham Lagudis
Colorado
$6.94M -$544K -31,290 -7%
HFA
142
Hoover Financial Advisors
Pennsylvania
$6.92M +$834 +48 +0%
BA
143
Ballast Advisors
Minnesota
$6.65M +$151K +8,712 +2%
WCM
144
Wealthcare Capital Management
Virginia
$6.6M -$307K -17,640 -4%
LCM
145
Liberty Capital Management
Michigan
$6.52M +$1.77M +101,832 +37%
JWA
146
JFS Wealth Advisors
Pennsylvania
$6.49M -$169K -9,744 -3%
CFO
147
CVA Family Office
Colorado
$6.49M -$53K -3,048 -0.8%
PA
148
Planning Alternatives
Michigan
$6.47M -$698K -40,182 -10%
JPMPWA
149
J.P. Morgan Private Wealth Advisors
California
$6.35M +$2.56M +147,066 +67%
ASN
150
Advisory Services Network
Georgia
$6.32M -$88.3K -5,082 -1%
4 5
6
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