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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 %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.15B 11,020,887 +709,425 +7%
SCM
2
SCS Capital Management
Massachusetts
$446M 4,281,304 -277,734 -6%
Betterment LLC
3
Betterment LLC
New York
$425M 4,076,389 -164,083 -4%
MFRM
4
Milliman Financial Risk Management
Illinois
$379M 3,636,138 -677,878 -16%
EK
5
Evensky & Katz
Florida
$224M 2,149,663 -55,763 -3%
HP
6
HT Partners
Connecticut
$129M 1,232,484 +22,945 +2%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$121M 1,156,145 +88,845 +8%
SG
8
Strid Group
Pennsylvania
$118M 1,130,298 +32,182 +3%
HSA
9
HBK Sorce Advisory
Pennsylvania
$115M 1,102,453 +19,689 +2%
HCM
10
Hengehold Capital Management
Ohio
$108M 1,034,119 +261,034 +34%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$98.6M 945,914 +528,154 +126%
BFG
12
Bouchey Financial Group
New York
$96.4M 924,075 +21,856 +2%
CC
13
Callan Capital
California
$95.1M 911,911 -31,220 -3%
EA
14
Evergreen Advisors
Tennessee
$93.2M 963,196 – –
HB
15
Homrich & Berg
Georgia
$90.9M 871,381 -15,216 -2%
JIP
16
JBJ Investment Partners
South Carolina
$90.4M 867,271 -43,817 -5%
Bank of America
17
Bank of America
North Carolina
$71.3M 684,068 -14,455 -2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$66.3M 635,663 +81,344 +15%
SFS
19
Summit Financial Strategies
Ohio
$62.9M 603,580 +107,875 +22%
AP
20
Agilis Partners
Massachusetts
$60.9M 583,824 -81,874 -12%
HDIM
21
Hanson & Doremus Investment Management
Vermont
$60.4M 758,369 -14,337 -2%
TIM
22
Total Investment Management
Arizona
$52.6M 504,123 -239,823 -32%
CWM
23
Circle Wealth Management
New Jersey
$52.3M 501,667 -13,549 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$51.2M 491,175 -64,882 -12%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.3M 482,819 -34,481 -7%
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