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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 %
FAIM
276
Financial Advocates Investment Management
Washington
$2.09M +$91.1K +5,652 +5%
YIA
277
YHB Investment Advisors
Connecticut
$2.05M +$202K +11,928 +11%
NCM
278
Novare Capital Management
North Carolina
$2.05M +$121K +7,488 +6%
BWL
279
Bogart Wealth LLC
Virginia
$2.03M -$27.2K -1,686 -1%
RW
280
RVW Wealth
California
$2M -$178 -12 -0%
WIC
281
Woodmont Investment Counsel
Tennessee
$1.98M -$29K -1,800 -1%
MMA
282
Miracle Mile Advisors
California
$1.98M -$70.3K -4,362 -3%
DPI
283
Diversified Portfolios Inc
Michigan
$1.97M -$57.7K -3,582 -3%
BAM
284
Baldrige Asset Management
Pennsylvania
$1.96M -$45.3K -2,808 -2%
SEEDPG
285
S.E.E.D. Planning Group
New York
$1.96M +$11.8K +732 +0.6%
PI
286
Pachira Investments
California
$1.93M -$416K -25,824 -18%
NL
287
NEPC LLC
Massachusetts
$1.93M – – –
SMC
288
Smith, Moore & Co
Missouri
$1.93M -$47.5K -2,946 -2%
SWM
289
Segment Wealth Management
Texas
$1.9M +$24.7K +1,530 +1%
JPLA
290
Joseph P. Lucia & Associates
New York
$1.89M +$83.4K +5,172 +5%
PIP
291
Peachtree Investment Partners
Florida
$1.88M +$774K +48,060 +70%
ACM
292
AlphaStar Capital Management
North Carolina
$1.86M -$47.9K -2,970 -3%
MA
293
Modus Advisors
Minnesota
$1.86M -$62.6K -3,882 -3%
FA
294
Faithward Advisors
Pennsylvania
$1.83M +$1.83M +113,580 New
WPA
295
West Paces Advisors
Georgia
$1.83M -$57.8K -3,588 -3%
BIA
296
Bigelow Investment Advisors
Maine
$1.8M +$45.6K +2,832 +3%
Ameriprise
297
Ameriprise
Minnesota
$1.78M +$182K +11,298 +11%
MSS
298
Mitchell Sinkler & Starr
Pennsylvania
$1.73M +$55.6K +3,450 +3%
LCC
299
Lincoln Capital Corp
Rhode Island
$1.72M -$11K -684 -0.6%
PP
300
Palladium Partners
Virginia
$1.72M +$5.03K +312 +0.3%
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