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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 %
SWM
326
Spire Wealth Management
Virginia
$1.46M +$1.46M +91,038 New
CAG
327
Compass Advisory Group
New York
$1.45M +$6.77K +420 +0.5%
TYCC
328
Texas Yale Capital Corp
Florida
$1.44M – – –
GCA
329
Gradient Capital Advisors
California
$1.43M -$10.8K -672 -0.7%
EI
330
Ellevest Inc
New York
$1.43M +$20.1K +1,248 +1%
V
331
Veritable
Delaware
$1.43M +$387 +24 +0%
Thrivent Financial for Lutherans
332
Thrivent Financial for Lutherans
Minnesota
$1.41M – – –
PAMG
333
Patton Albertson Miller Group
Tennessee
$1.4M -$107K -6,660 -7%
SHJ
334
Sharkey, Howes & Javer
Colorado
$1.36M – – –
SCM
335
SOL Capital Management
Maryland
$1.36M -$53.8K -3,336 -4%
NS
336
Newman & Schimel
Illinois
$1.34M +$722K +44,772 +118%
FWP
337
FAS Wealth Partners
Kansas
$1.32M +$14.7K +912 +1%
ECM
338
Exchange Capital Management
Michigan
$1.32M -$21.3K -1,320 -2%
ATC
339
Argent Trust Co
Tennessee
$1.3M -$29.1K -1,806 -2%
AA
340
Ancora Advisors
Ohio
$1.3M +$2.9K +180 +0.2%
PA
341
Pinnacle Associates
New York
$1.3M -$146K -9,048 -10%
DI
342
Diligent Investors
California
$1.29M +$163K +10,092 +14%
AFP
343
Ausdal Financial Partners
Iowa
$1.28M +$120K +7,452 +10%
FNBOMD
344
First National Bank of Mount Dora
Florida
$1.28M +$138K +8,586 +12%
GA
345
Gateway Advisory
New Jersey
$1.28M -$306K -18,990 -19%
DI
346
Disciplined Investments
Oklahoma
$1.27M +$3.67K +228 +0.3%
DAS
347
Dynamic Advisor Solutions
Arizona
$1.27M -$144K -8,940 -10%
SAM
348
S.A. Mason
Michigan
$1.27M -$63.3K -3,930 -5%
Citigroup
349
Citigroup
New York
$1.27M +$293K +18,168 +30%
SAM
350
Smithbridge Asset Management
Pennsylvania
$1.25M +$55.5K +3,444 +5%
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