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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 %
CFA
301
Capstone Financial Advisors
Illinois
$1.7M +$193 +12 +0%
CAM
302
Carret Asset Management
New York
$1.69M +$39.3K +2,436 +2%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$1.68M +$136K +8,418 +9%
EWM
304
Empirical Wealth Management
Washington
$1.68M +$97.7K +6,060 +6%
BWM
305
Benchmark Wealth Management
Connecticut
$1.67M – – –
AMG
306
Asset Management Group
Connecticut
$1.66M +$116K +7,224 +8%
SC
307
Slow Capital
California
$1.63M -$27.1K -1,680 -2%
CG
308
Colony Group
Massachusetts
$1.63M +$444K +27,552 +38%
TF
309
TIAA FSB
Florida
$1.63M -$20.8K -1,290 -1%
RG
310
Retirement Group
California
$1.62M +$97.7K +6,060 +6%
CIA
311
Compass Ion Advisors
Pennsylvania
$1.61M +$7.06K +438 +0.4%
MPM
312
Meritage Portfolio Management
Kansas
$1.61M -$202K -12,528 -11%
SCA
313
STALEY CAPITAL ADVISERS
Pennsylvania
$1.6M -$104K -6,426 -6%
DTIM
314
Danda Trouve Investment Management
Kansas
$1.59M +$1.58M +98,106 +30,280%
PWSG
315
Pacific Wealth Strategies Group
California
$1.58M -$308K -19,074 -16%
WCM
316
Weik Capital Management
Pennsylvania
$1.58M +$108K +6,690 +7%
BWP
317
BSW Wealth Partners
Colorado
$1.57M +$26.1K +1,620 +2%
SIC
318
Sigma Investment Counselors
Michigan
$1.57M +$83.5K +5,178 +6%
BWM
319
BCS Wealth Management
Tennessee
$1.57M +$144K +8,910 +10%
IWC
320
Integrated Wealth Concepts
Massachusetts
$1.56M +$1.27M +78,480 +428%
SBH
321
Segall Bryant & Hamill
Illinois
$1.56M -$134K -8,334 -8%
QCG
322
Quadrant Capital Group
Ohio
$1.56M +$16.5K +1,026 +1%
WPIC
323
White Pine Investment Company
Michigan
$1.47M -$12.8K -792 -0.9%
WWM
324
Western Wealth Management
Colorado
$1.47M +$26.3K +1,632 +2%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$1.47M – – –
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