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 %
IWM
476
IHT Wealth Management
Illinois
$558K -$25.3K -1,572 -4%
WAM
477
Weatherly Asset Management
California
$558K -$15.5K -960 -3%
SW
478
SteelPeak Wealth
California
$557K +$557K +34,530 New
EFSCE
479
Enterprise Financial Services Corp (EFSC)
Missouri
$555K -$2.03K -126 -0.4%
VCM
480
Versant Capital Management
Arizona
$548K -$14.8K -918 -3%
WFA
481
West Financial Advisors
Iowa
$547K +$4.65K +288 +0.9%
PFA
482
Pinnacle Family Advisors
Missouri
$546K -$102K -6,318 -16%
EPM
483
Elm Partners Management
Pennsylvania
$543K -$92.3K -5,730 -15%
CA
484
Claro Advisors
Massachusetts
$542K -$4.93K -306 -0.9%
CL
485
Choreo LLC
Illinois
$541K +$29.1K +1,806 +6%
MAG
486
Mayfair Advisory Group
Alabama
$538K -$58.5K -3,588 -10%
MCM
487
Mengis Capital Management
Oregon
$532K +$197K +12,270 +59%
SBSB
488
Sullivan, Bruyette, Speros & Blaney
Virginia
$529K -$69.4K -4,308 -12%
VCM
489
Vigilant Capital Management
Maine
$528K +$528K +32,772 New
PWA
490
Physician Wealth Advisors
Utah
$527K -$2.97K -180 -0.6%
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
$526K +$41.9K +2,598 +9%
JWM
492
Jeppson Wealth Management
California
$523K +$1.35K +84 +0.3%
PAG
493
Pinnacle Advisory Group
Maryland
$518K +$518K +32,112 New
BPM
494
Bowling Portfolio Management
Ohio
$511K +$57.2K +3,546 +13%
VFA
495
Voya Financial Advisors
Connecticut
$507K +$507K +31,632 New
BFA
496
Beacon Financial Advisory
Ohio
$506K – – –
OIM
497
Opus Investment Management
Massachusetts
$495K +$495K +30,720 New
CS
498
Credit Suisse
Switzerland
$494K +$187K +11,574 +61%
ACM
499
Armbruster Capital Management
New York
$489K -$4.74K -294 -1%
OCM
500
One Capital Management
California
$487K -$13.1K -816 -3%
18 19
20
21 22