SCHB icon

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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
$1.15B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.6M
3
HCM
Hengehold Capital Management
Ohio
$108M
4
JIP
Jaffetilchin Investment Partners
Florida
$37.6M
5
SFS
Summit Financial Strategies
Ohio
$62.9M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$379M
2
SCM
SCS Capital Management
Massachusetts
$446M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.39M
4
TIM
Total Investment Management
Arizona
$52.6M
5
Betterment LLC
Betterment LLC
New York
$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPI
176
Mairs & Power Inc
Minnesota
$4.73M – – –
BCM
177
Boltwood Capital Management
California
$4.73M -$57.3K -3,300 -1%
MWM
178
Meridian Wealth Management
Kentucky
$4.69M +$7.2K +414 +0.2%
VCM
179
Vivaldi Capital Management
Illinois
$4.64M -$305K -17,016 -6%
AIM
180
AMI Investment Management
Indiana
$4.63M +$1.25K +72 +0%
JIC
181
Johnson Investment Counsel
Ohio
$4.61M -$53.7K -3,090 -1%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$4.61M +$878K +50,502 +24%
CCM
183
Ciovacco Capital Management
Georgia
$4.51M -$1.83M -105,510 -29%
RW
184
REDW Wealth
New Mexico
$4.47M -$292K -16,824 -6%
BWL
185
Beacon Wealthcare LLC
North Carolina
$4.47M -$204K -11,724 -4%
RT
186
Rockland Trust
Massachusetts
$4.45M – – –
RDWM
187
Red Door Wealth Management
Tennessee
$4.38M -$319K -18,336 -7%
BSW
188
Buckingham Strategic Wealth
Missouri
$4.36M +$717K +41,256 +20%
KIA
189
KCM Investment Advisors
California
$4.35M +$322K +18,534 +8%
CPIG
190
Chicago Partners Investment Group
Illinois
$4.35M +$453K +25,488 +12%
PMG
191
ProVise Management Group
Florida
$4.31M +$303K +17,466 +8%
KF
192
Krilogy Financial
Missouri
$4.3M -$138K -7,962 -3%
AWA
193
Alaska Wealth Advisors
Alaska
$4.25M +$266K +15,306 +7%
RWM
194
RKL Wealth Management
Pennsylvania
$4.24M -$210K -12,078 -5%
LJAC
195
L.J. Altfest & Co
New York
$4.17M -$141K -8,094 -3%
SWRP
196
Summit Wealth & Retirement Planning
California
$4.11M +$6.05K +348 +0.1%
FC
197
Financial Consulate
Maryland
$4.06M -$48.4K -2,784 -1%
VA
198
Valmark Advisers
Ohio
$4.02M +$49.8K +2,868 +1%
RF
199
RHS Financial
California
$4.01M -$156K -9,000 -4%
BPA
200
Beacon Pointe Advisors
California
$4M -$51.9K -2,988 -1%
6 7
8
9 10