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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 %
GT
451
Glenmede Trust
Pennsylvania
$661K -$15.5K -960 -2%
CIC
452
Carnegie Investment Counsel
Ohio
$661K +$144K +8,928 +28%
NDSI
453
Newman Dignan & Sheerar Inc
Rhode Island
$660K -$44.6K -2,766 -6%
Baird Financial Group
454
Baird Financial Group
Wisconsin
$659K +$659K +40,896 New
GG
455
Gofen & Glossberg
Illinois
$658K +$6.28K +390 +1%
EGWAG
456
Elwood & Goetz Wealth Advisory Group
Georgia
$657K -$19.4K -1,206 -3%
FNBT
457
FineMark National Bank & Trust
Florida
$657K +$1.55K +96 +0.2%
WCM
458
Washburn Capital Management
Florida
$650K -$197K -12,252 -23%
MWM
459
Merriman Wealth Management
Washington
$646K -$112K -6,954 -15%
VDI
460
Vaughan David Investments
Illinois
$644K +$146K +9,054 +29%
IFS
461
Ifrah Financial Services
Arkansas
$643K +$15.4K +954 +2%
GMA
462
Goldstein Munger & Associates
California
$642K – – –
LAM
463
LifePro Asset Management
California
$638K +$47.3K +2,934 +8%
SAM
464
Summit Asset Management
Tennessee
$633K +$135K +8,370 +27%
WCM
465
WealthBridge Capital Management
Ohio
$629K -$24K -1,488 -4%
FWM
466
Frontier Wealth Management
Missouri
$620K +$21.5K +1,338 +4%
PPA
467
Parametric Portfolio Associates
Washington
$615K -$278K -17,262 -31%
SFG
468
StrategIQ Financial Group
Indiana
$613K – – –
Lido Advisors
469
Lido Advisors
California
$600K +$484 +30 +0.1%
GC
470
Garde Capital
Washington
$594K +$97 +6 +0%
AL
471
ACAS LLC
California
$580K +$580K +35,958 New
MAS
472
Managed Account Services
Florida
$574K +$20.5K +1,272 +4%
CWM
473
Cabot Wealth Management
Massachusetts
$570K -$57.6K -3,576 -9%
BFC
474
Bedel Financial Consulting
Indiana
$562K +$47.5K +2,946 +9%
CA
475
Cetera Advisors
Colorado
$561K +$1.16K +72 +0.2%
17 18
19
20 21