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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 %
NA
426
NewEdge Advisors
Louisiana
$750K +$120K +7,452 +19%
Renaissance Technologies
427
Renaissance Technologies
New York
$745K +$745K +46,200 New
CAN
428
Cetera Advisor Networks
California
$740K +$143K +8,898 +24%
VPIM
429
Vanguard Personalized Indexing Management
California
$735K – – –
GRP
430
Global Retirement Partners
California
$732K +$60.3K +3,738 +9%
PIA
431
Pinion Investment Advisors
Kansas
$731K -$41K -2,544 -5%
EWA
432
EP Wealth Advisors
California
$722K -$178K -11,016 -20%
NRI
433
NFP Retirement Inc
California
$722K -$42.5K -2,634 -6%
ECG
434
EPIQ Capital Group
California
$720K +$2.13K +132 +0.3%
CP
435
Corbenic Partners
Pennsylvania
$716K +$427K +26,478 +147%
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$712K +$41.2K +2,556 +6%
GC
437
Grimes & Company
Massachusetts
$706K +$329K +20,388 +87%
BF
438
Blankinship & Foster
California
$701K -$97.2K -6,030 -12%
LIG
439
Lokken Investment Group
Delaware
$701K +$34.1K +2,118 +5%
APA
440
American Portfolios Advisors
New York
$700K +$680K +42,168 +3,269%
CCM
441
Carlson Capital Management
Minnesota
$700K +$5.03K +312 +0.7%
TC
442
Tatro Capital
Kentucky
$697K -$24.7K -1,536 -3%
MA
443
MCF Advisors
Kentucky
$696K -$14K -870 -2%
HIC
444
Holderness Investments Company
North Carolina
$686K +$22.2K +1,380 +3%
TAM
445
Townsend Asset Management
North Carolina
$684K +$14.7K +912 +2%
CWM
446
Cranbrook Wealth Management
Michigan
$680K – – –
SPFA
447
Summit Place Financial Advisors
New Jersey
$676K +$1.35K +84 +0.2%
MIA
448
MainStreet Investment Advisors
Illinois
$671K – – –
NCMW
449
Northern Capital Management (Washington)
Washington
$665K +$21.8K +1,350 +3%
NFG
450
Next Financial Group
Texas
$664K +$38K +2,358 +6%
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