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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 %
MWM
526
Mission Wealth Management
California
$389K – – –
LIM
527
Loudon Investment Management
New Hampshire
$386K +$66.7K +5,490 +21%
I2I
528
Insight 2811 Inc
Illinois
$382K -$45.1K -2,796 -11%
GKWIM
529
Gerber Kawasaki Wealth & Investment Management
California
$379K +$108K +6,732 +40%
KBFS
530
Kohmann Bosshard Financial Services
Ohio
$378K – – –
AWM
531
Altus Wealth Management
Kentucky
$367K +$32.5K +2,016 +10%
CAL
532
Capital Advisors Ltd
Ohio
$365K – – –
MFT
533
Moisand Fitzgerald Tamayo
Florida
$365K +$50.6K +3,144 +16%
BP
534
Broadleaf Partners
Ohio
$364K +$7.83K +486 +2%
SSI
535
Scott & Selber Inc
Texas
$361K -$4.16K -258 -1%
TC
536
TownSquare Capital
Utah
$359K -$216K -13,428 -38%
CW
537
CreativeOne Wealth
Kansas
$358K +$31K +1,926 +9%
JIC
538
Joel Isaacson & Co
New York
$357K +$1.06K +66 +0.3%
AIM
539
Anchor Investment Management
South Carolina
$354K – – –
SFG
540
Sovereign Financial Group
Connecticut
$352K +$96.3K +5,970 +38%
LNC
541
Lincoln National Corp
Pennsylvania
$349K +$97 +6 +0%
AC
542
Abbrea Capital
California
$347K +$1.16K +72 +0.3%
AF
543
Allworth Financial
California
$346K – – –
RCAG
544
Rehmann Capital Advisory Group
Michigan
$342K – – –
NEGWA
545
New England Guild Wealth Advisors
Connecticut
$339K -$46.9K -2,910 -12%
FCIM
546
Fairview Capital Investment Management
California
$338K -$2.9K -180 -0.9%
AMIM
547
Aull & Monroe Investment Management
Alabama
$337K -$40.2K -2,490 -11%
Cetera Investment Advisers
548
Cetera Investment Advisers
Illinois
$335K -$9.66K -600 -3%
LAIC
549
Lederer & Associates Investment Counsel
California
$334K -$19.7K -1,224 -6%
TIA
550
Tiemann Investment Advisors
California
$329K -$871 -54 -0.3%
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