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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 %
EP
376
Eudaimonia Partners
Tennessee
$1.06M -$3.13M -194,454 -75%
SCP
377
Shorepoint Capital Partners
Massachusetts
$1.06M -$48.4K -3,006 -4%
WWP
378
Waypoint Wealth Partners
California
$1.04M +$4.84K +300 +0.5%
CA
379
Callahan Advisors
Texas
$1.04M +$3.87K +240 +0.4%
B
380
Bailard
California
$1.03M -$1.26M -77,886 -55%
DP
381
Denver PWM
Colorado
$1.03M +$43.4K +3,270 +4%
EWM
382
Evermay Wealth Management
Virginia
$1.03M – – –
NNP
383
Nachman Norwood & Parrott
South Carolina
$1.03M -$15.3K -948 -1%
RWRC
384
R.W. Roge & Company
New York
$1.03M -$50.1K -3,108 -5%
CNFG
385
Creegan & Nassoura Financial Group
New Hampshire
$1M -$96.7K -6,000 -9%
HA
386
Harborview Advisors
Maine
$1M +$2.9K +180 +0.3%
TIM
387
Tortoise Investment Management
New York
$958K +$85.2K +5,286 +10%
VWA
388
VERITY Wealth Advisors
United States
$955K -$50.8K -3,150 -5%
SSWM
389
Smith Salley Wealth Management
North Carolina
$948K – – –
DADC
390
D.A. Davidson & Co
Montana
$944K +$137K +8,490 +17%
CTA
391
Chesley Taft & Associates
Illinois
$938K – – –
BWM
392
Blossom Wealth Management
California
$937K +$183K +11,376 +24%
CCM
393
Chilton Capital Management
Texas
$931K -$62.8K -3,900 -6%
PA
394
Perennial Advisors
New York
$931K +$7.93K +492 +0.9%
TWM
395
Tolleson Wealth Management
Texas
$930K – – –
UWM
396
USAdvisors Wealth Management
Minnesota
$925K -$10.9M -676,176 -92%
Financial Engines Advisors
397
Financial Engines Advisors
California
$923K +$923K +57,288 New
WWM
398
Windsor Wealth Management
Indiana
$920K +$26.9K +1,668 +3%
CRC
399
Curi RMB Capital
Illinois
$919K -$1.93K -120 -0.2%
FT
400
Fiduciary Trust
Massachusetts
$917K -$139K -8,604 -13%
14 15
16
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