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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 %
Goldman Sachs
151
Goldman Sachs
New York
$6.32M 363,396 +3,600 +1%
SWM
152
SeaCrest Wealth Management
New York
$6.19M 356,358 +15,546 +5%
WC
153
Wealth CMT
New Jersey
$6.18M 355,728 +17,412 +5%
AIA
154
Arcadia Investment Advisors
Idaho
$6.14M 353,328 -6,942 -2%
HCA
155
Horan Capital Advisors
Ohio
$6.12M 351,966 +20,736 +6%
BFPW
156
BOK Financial Private Wealth
Colorado
$5.99M 344,868 -3,888 -1%
VFIC
157
Valley Forge Investment Consultants
Pennsylvania
$5.85M 336,822 -15,888 -5%
SP
158
Successful Portfolios
Florida
$5.72M 329,256 -5,652 -2%
PFM
159
Peak Financial Management
Massachusetts
$5.7M 327,780 -1,536 -0.5%
RSWM
160
Robertson Stephens Wealth Management
California
$5.51M 317,208 +10,866 +4%
FWI
161
Facet Wealth Inc
Maryland
$5.41M 311,052 -67,914 -18%
GAM
162
Garrison Asset Management
Arkansas
$5.4M 310,740 +4,950 +2%
BlackRock
163
BlackRock
New York
$5.35M 307,608 -4,098 -1%
PAG
164
Private Advisor Group
New Jersey
$5.32M 306,300 +63,120 +26%
TA
165
TruWealth Advisors
Louisiana
$5.3M 305,028 +20,940 +7%
Chevy Chase Trust
166
Chevy Chase Trust
Maryland
$5.28M 304,068 -1,200 -0.4%
AOWM
167
Alpha Omega Wealth Management
Virginia
$5.24M 301,380 -2,280 -0.8%
PA
168
Parallel Advisors
California
$5.17M 297,372 -6,582 -2%
WCM
169
Whitener Capital Management
North Carolina
$5.06M 291,096 -5,850 -2%
WKWM
170
Walter & Keenan Wealth Management
Indiana
$4.94M 284,238 +246 +0.1%
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$4.93M 283,650 -366 -0.1%
PA
172
PFG Advisors
Arizona
$4.91M 282,624 +51,720 +22%
TRCT
173
Tower Research Capital (TRC)
New York
$4.81M 276,936 +273,792 +8,708%
KJWM
174
Kiley Juergens Wealth Management
Washington
$4.77M 274,590 +35,520 +15%
WOSD
175
WFA of San Diego
California
$4.75M 273,042 -4,878 -2%
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