SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

748 hedge funds and large institutions have $6.83B invested in Schwab US Broad Market ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 287 increasing their positions, 286 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+15
Holders Change %
+2.05%
% of All Funds
13.17%
Holding in Top 10
105
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.85%
New
58
Increased
287
Reduced
286
Closed
36
Calls
$8.12M
Puts
$4.86M
Net Calls
+$3.27M
Net Calls Change
-$148K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$115M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$43.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$26.3M
4
OAJ
Ogorek Anthony Joseph
New York
+$22.4M
5
PIMG
Patriot Investment Management Group
Tennessee
+$19.4M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$75.8M
2
FFN
Focus Financial Network
Minnesota
-$36.5M
3
SCM
SCS Capital Management
Massachusetts
-$31.5M
4
Betterment LLC
Betterment LLC
New York
-$27.2M
5
EK
Evensky & Katz
Florida
-$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Cambridge Advisors
Nebraska
$2.65M -$17K -1,056 -0.6%
OCG
252
Opus Capital Group
Ohio
$2.64M -$26.5K -1,644 -1%
LPIC
253
LeJeune Puetz Investment Counsel
Michigan
$2.62M +$24.1K +1,494 +0.9%
ACA
254
Atlas Capital Advisors
Wyoming
$2.6M -$20.4K -1,266 -0.8%
GIP
255
Granite Investment Partners
California
$2.6M +$16.9K +1,050 +0.7%
Northern Trust
256
Northern Trust
Illinois
$2.57M -$581K -36,036 -18%
ZIC
257
ZWJ Investment Counsel
Georgia
$2.55M +$186K +11,532 +8%
LRPA
258
L. Roy Papp & Associates
Arizona
$2.54M -$975K -60,480 -28%
PFC
259
Phocas Financial Corp
California
$2.54M +$2.54M +157,614 New
SWM
260
Southern Wealth Management
Texas
$2.53M +$15K +930 +0.6%
VCM
261
Virtue Capital Management
Tennessee
$2.51M +$2.51M +155,580 New
ISWM
262
Independent Solutions Wealth Management
New York
$2.48M -$153K -9,516 -6%
DWM
263
Destination Wealth Management
California
$2.42M -$20.6K -1,278 -0.8%
CFS
264
CRA Financial Services
New Jersey
$2.36M +$21.6K +1,338 +0.9%
SIC
265
Salem Investment Counselors
North Carolina
$2.36M +$19.3K +1,200 +0.8%
CI
266
CX Institutional
Indiana
$2.29M +$330K +20,484 +17%
KAS
267
Kestra Advisory Services
Texas
$2.29M -$5.71M -354,306 -71%
MWM
268
Madison Wealth Management
Ohio
$2.29M – – –
JWBC
269
John W. Brooker & Co
California
$2.28M +$58K +3,600 +3%
PPP
270
Private Portfolio Partners
New Jersey
$2.25M – – –
MML Investors Services
271
MML Investors Services
Massachusetts
$2.23M +$129K +7,974 +6%
DFA
272
DHJJ Financial Advisors
Illinois
$2.14M -$15K -930 -0.7%
GP
273
Greenline Partners
New York
$2.12M +$1.71M +230,820 +417%
JHCP
274
Jackson Hole Capital Partners
Oklahoma
$2.1M -$137K -8,472 -6%
MG
275
Mather Group
Illinois
$2.09M +$7.06K +438 +0.3%
9 10
11
12 13