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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.

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 %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$4M +$151K +8,718 +4%
SA
202
SRH Advisors
Kansas
$3.99M +$98.5K +5,670 +3%
SWM
203
Stockman Wealth Management
Montana
$3.98M +$241K +13,860 +6%
NGA
204
Naples Global Advisors
Florida
$3.94M +$144K +8,298 +4%
ADL
205
Asset Dedication LLC
California
$3.93M +$375K +21,618 +11%
AWS
206
AJ Wealth Strategies
New York
$3.87M -$118K -6,780 -3%
AAS
207
Annex Advisory Services
Wisconsin
$3.77M +$21.4K +1,230 +0.6%
AAG
208
Avalon Advisory Group
Pennsylvania
$3.75M -$350K -20,136 -9%
LIM
209
Leavell Investment Management
Alabama
$3.73M – – –
VCP
210
Vista Capital Partners
Oregon
$3.72M -$30.1K -1,734 -0.8%
MIS
211
Morningstar Investment Services
Illinois
$3.72M +$3.72M +213,984 New
ZF
212
Zhang Financial
Michigan
$3.71M -$129K -7,440 -3%
FG
213
Fiduciary Group
Georgia
$3.7M -$91.8K -5,184 -2%
CWM
214
Chesapeake Wealth Management
Virginia
$3.68M -$200K -11,484 -5%
IWMA
215
Ironwood Wealth Management (Arizona)
Arizona
$3.57M -$93.9K -5,406 -3%
SAMC
216
Spectrum Asset Management (California)
California
$3.5M -$850K -48,888 -20%
SAM
217
Sawgrass Asset Management
Florida
$3.49M +$9.59K +552 +0.3%
ACI
218
Alpha Cubed Investments
California
$3.48M – – –
CI
219
Cordant Inc
Oregon
$3.46M -$81.9K -4,716 -2%
BL
220
BCWM LLC
Kansas
$3.45M -$336K -19,314 -9%
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$3.41M -$1.03M -59,130 -23%
EVM
222
Eaton Vance Management
Massachusetts
$3.4M – – –
5L
223
55I LLC
Massachusetts
$3.39M +$161K +9,264 +5%
RJA
224
Raymond James & Associates
Florida
$3.37M +$176K +10,110 +5%
MA
225
Mutual Advisors
Nebraska
$3.35M -$2.52M -144,852 -43%
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