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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 %
LWAC
351
Laurel Wealth Advisors (California)
California
$1.25M -$97K -6,018 -7%
DSN
352
D. Scott Neal
Kentucky
$1.23M -$5.8K -360 -0.5%
NCM
353
Northwest Capital Management
Oregon
$1.22M +$8.12K +504 +0.7%
RM
354
Resource Management
Louisiana
$1.21M – – –
FWM
355
Filbrandt Wealth Management
Wisconsin
$1.21M -$185K -11,496 -13%
FG
356
Foster Group
Iowa
$1.2M +$422K +26,214 +54%
HI
357
Hendershot Investments
Virginia
$1.2M +$32.3K +2,004 +3%
GWM
358
Gray Wealth Management
Maine
$1.19M +$14.4K +894 +1%
CAI
359
Capital Advisors Inc
Oklahoma
$1.19M +$590K +36,582 +98%
SHWM
360
Silicon Hills Wealth Management
Texas
$1.18M -$32.5K -2,016 -3%
ECG
361
Edge Capital Group
Georgia
$1.18M -$297K -18,396 -20%
SCM
362
Southport Capital Management
Tennessee
$1.17M -$20.2K -1,254 -2%
KWM
363
Keebeck Wealth Management
Illinois
$1.15M -$290 -18 -0%
TIA
364
Traphagen Investment Advisors
New Jersey
$1.15M +$15.8K +978 +1%
OPWM
365
Oakwell Private Wealth Management
Texas
$1.14M -$203K -12,612 -15%
CAG
366
Crestwood Advisors Group
Massachusetts
$1.14M -$68.1K -4,224 -6%
MS
367
Madden Securities
Texas
$1.13M -$634K -39,288 -36%
AWA
368
Acorn Wealth Advisors
Michigan
$1.13M +$80.6K +5,004 +8%
PIM
369
Penobscot Investment Management
Massachusetts
$1.12M +$205K +12,690 +22%
SCM
370
Seascape Capital Management
New Hampshire
$1.11M -$163K -10,110 -13%
NHC
371
Nicholas Hoffman & Company
Georgia
$1.1M +$97 +6 +0%
CFA
372
Carroll Financial Associates
North Carolina
$1.08M -$1.64K -102 -0.2%
FWP
373
Firethorn Wealth Partners
Georgia
$1.07M -$328K -20,346 -23%
FWM
374
Focused Wealth Management
New York
$1.07M -$26.3K -1,632 -2%
EAM
375
Evanson Asset Management
California
$1.06M +$2.32K +144 +0.2%
13 14
15
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