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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 %
MHR
501
Matthew Hamilton Rosenberg
$487K +$265K +16,422 +119%
Stifel Financial
502
Stifel Financial
Missouri
$486K +$59.3K +3,684 +14%
BCM
503
Bowie Capital Management
Texas
$484K – – –
CFIA
504
Cantor Fitzgerald Investment Advisors
New York
$476K – – –
KPWS
505
Kestra Private Wealth Services
Texas
$473K -$8.5K -528 -2%
IF
506
IRON Financial
Illinois
$469K +$3.19K +198 +0.7%
GC
507
Gilbert & Cook
Iowa
$468K – – –
SHA
508
Seneca House Advisors
Virginia
$458K -$143K -8,892 -24%
TC
509
TAP Consulting
Missouri
$454K +$181K +11,196 +66%
ACP
510
Aviance Capital Partners
Florida
$450K – – –
BOS
511
Bingham Osborn & Scarborough
California
$449K +$449K +27,828 New
ICG
512
InterOcean Capital Group
Tennessee
$444K -$39.3K -2,442 -8%
APP
513
Avantax Planning Partners
Iowa
$432K +$4.15K +258 +1%
CWM
514
Cadence Wealth Management
Massachusetts
$431K +$431K +26,748 New
ARMC
515
American Research & Management Company
Massachusetts
$430K – – –
Bank of New York Mellon
516
Bank of New York Mellon
New York
$424K -$26.5K -1,644 -6%
CFA
517
Cahill Financial Advisors
Minnesota
$422K -$50.1K -3,108 -11%
PFS
518
Prospera Financial Services
Texas
$422K +$30.4K +1,890 +8%
RF
519
Rollins Financial
Georgia
$412K – – –
MGIA
520
Moneta Group Investment Advisors
Missouri
$406K +$70.1K +4,350 +21%
LWMT
521
Legacy Wealth Management (Tennessee)
Tennessee
$398K -$19.1K -1,188 -5%
SWA
522
Sightline Wealth Advisors
Connecticut
$398K +$678 +42 +0.2%
HPWM
523
Highland Private Wealth Management
Washington
$393K +$115K +7,164 +42%
MAM
524
Mastrapasqua Asset Management
Tennessee
$392K -$773 -48 -0.2%
RWA
525
River Wealth Advisors
Pennsylvania
$391K -$20.5K -1,272 -5%
19 20
21
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