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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.

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
1
Wealthfront Advisers
California
$997M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$53.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.3M
4
OAJ
4
Ogorek Anthony Joseph
New York
$27.8M
5
PIMG
5
Patriot Investment Management Group
Tennessee
$27.6M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$417M
2
FFN
2
Focus Financial Network
Minnesota
$0
3
SCM
3
SCS Capital Management
Massachusetts
$441M
4
Betterment LLC
4
Betterment LLC
New York
$410M
5
EK
5
Evensky & Katz
Florida
$213M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$44.1M 2,734,404 -326,448 -11%
AAIM
27
Asset Advisors Investment Management
Georgia
$43.4M 2,600,862 +98,232 +4%
UCFA
28
United Capital Financial Advisors
Texas
$42.2M 2,620,668 -546,942 -17%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$40.4M 2,506,560 -608,982 -20%
SFG
30
SNS Financial Group
Minnesota
$39.5M 2,451,498 -30,408 -1%
AIP
31
Almanack Investment Partners
Pennsylvania
$39.1M 2,427,636 +223,824 +10%
Mariner
32
Mariner
Kansas
$38.5M 2,391,600 +37,794 +2%
SFC
33
SYM Financial Corp
Indiana
$37.6M 2,331,096 -12 -0%
HighTower Advisors
34
HighTower Advisors
Illinois
$37.4M 2,322,048 +34,008 +1%
NSAM
35
North Star Asset Management
Wisconsin
$37.1M 2,304,426 +44,352 +2%
BP
36
Ballentine Partners
Massachusetts
$33.6M 2,085,666 -61,194 -3%
GAM
37
Gemmer Asset Management
California
$33.1M 2,052,474 +36,462 +2%
FNC
38
First National Corp
Massachusetts
$31M 1,920,522 +75,510 +4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$30.9M 1,916,556 +66,360 +4%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$30.4M 1,887,840 -6,018 -0.3%
FPCG
41
Fort Pitt Capital Group
Pennsylvania
$30.4M 1,887,774 -101,298 -5%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$29.1M 1,806,276 +117,396 +7%
Creative Planning
43
Creative Planning
Kansas
$28.1M 1,740,876 -21,348 -1%
OAJ
44
Ogorek Anthony Joseph
New York
$27.8M 1,727,376 +1,390,740 +413%
PIMG
45
Patriot Investment Management Group
Tennessee
$27.6M 1,714,590 +1,206,192 +237%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$27.3M 1,694,238 +1,631,730 +2,610%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$26.9M 1,667,502 -110,676 -6%
MF
48
Manchester Financial
California
$26M 1,615,572 +107,826 +7%
SA
49
Strategic Advisors
New York
$25.7M 1,594,374 -34,824 -2%
PRS
50
Pinkerton Retirement Specialists
Idaho
$25.6M 1,585,374 -86,742 -5%
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