SCHB icon

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 %
GSAM
401
Grant Street Asset Management
Pennsylvania
$904K -$3.97K -246 -0.4%
PWM
402
Perigon Wealth Management
California
$902K -$144K -8,940 -14%
Cerity Partners
403
Cerity Partners
New York
$885K -$50.9K -3,162 -5%
KeyBank National Association
404
KeyBank National Association
Ohio
$883K +$434K +26,952 +97%
S
405
SignatureFD
Georgia
$876K +$313K +19,440 +56%
BI
406
Blooom Inc
Kansas
$871K -$570K -21,774 -40%
William Blair & Company
407
William Blair & Company
Illinois
$856K +$220K +13,626 +34%
FMP
408
Financial Management Professionals
Texas
$856K +$398K +24,666 +87%
TCM
409
Twele Capital Management
Minnesota
$853K +$13.4K +834 +2%
AFA
410
Atlanta Financial Associates
Georgia
$849K – – –
IAP
411
Indie Asset Partners
Indiana
$844K -$329K -20,400 -28%
LW
412
Linscomb Wealth
Texas
$836K +$169K +10,488 +25%
RPSA
413
Richard P. Slaughter Associates
Texas
$831K -$248K -15,420 -23%
CWS
414
Cypress Wealth Services
California
$828K -$95.1K -5,898 -10%
ODIJL
415
One Day In July LLC
Vermont
$827K – – –
DSAM
416
Dock Street Asset Management
Florida
$818K -$2.32K -144 -0.3%
VWA
417
V Wealth Advisors
Kansas
$815K +$63.5K +3,942 +8%
UWPG
418
Ullmann Wealth Partners Group
Florida
$811K +$811K +50,328 New
SAF
419
Smith Anglin Financial
Texas
$808K +$2.42K +150 +0.3%
PFA
420
Pure Financial Advisors
California
$804K -$104K -6,444 -11%
SGCA
421
Steel Grove Capital Advisors
Tennessee
$787K – – –
PS
422
Planned Solutions
California
$783K -$74.4K -4,620 -9%
SFSIG
423
San Francisco Sentry Investment Group
California
$776K -$14.5K -900 -2%
PP
424
Pegasus Partners
Wisconsin
$773K – – –
G
425
Gainplan
Michigan
$765K -$60.2K -3,750 -7%
15 16
17
18 19