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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 %
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$325K -$17.3K -1,074 -5%
PAM
552
Palisade Asset Management
Minnesota
$325K +$11.6K +720 +4%
BA
553
Bridgewater Advisors
New York
$325K +$325K +19,896 New
OWM
554
Orgel Wealth Management
Wisconsin
$323K +$13.4K +834 +4%
JC
555
Jacobs & Co
California
$319K +$1.93K +120 +0.6%
TW
556
Transform Wealth
Colorado
$319K +$7.26K +450 +2%
AWM
557
AE Wealth Management
Kansas
$317K -$3K -186 -0.9%
PAM
558
Private Asset Management
California
$315K – – –
CBFP
559
Cedar Brook Financial Partners
Ohio
$307K +$10.1K +630 +3%
SFG
560
SevenBridge Financial Group
Pennsylvania
$304K +$483 +30 +0.2%
ACP
561
Aveo Capital Partners
Colorado
$304K +$304K +18,864 New
PB
562
Pinnacle Bancorp
Nebraska
$303K – – –
RPA
563
Rock Point Advisors
Vermont
$302K – – –
HI
564
Human Investing
Oregon
$300K -$16.1K -1,002 -5%
ECM
565
Evergreen Capital Management
Washington
$295K – – –
LFA
566
Lighthouse Financial Advisors
Maryland
$292K +$870 +54 +0.3%
FRA
567
Front Row Advisors
California
$288K +$8.31K +516 +3%
GT
568
Greenleaf Trust
Michigan
$288K +$288K +17,880 New
FVWA
569
Foster Victor Wealth Advisors
South Carolina
$285K -$905K -54,030 -76%
SCM
570
Schnieders Capital Management
California
$285K – – –
CAM
571
Cubic Asset Management
Massachusetts
$284K – – –
SFP
572
Shepherd Financial Partners
Massachusetts
$283K -$290 -18 -0.1%
HIP
573
HUB Investment Partners
Texas
$283K +$5.03K +312 +2%
GLLW
574
Graves Light Lenhart Wealth
Virginia
$282K +$580 +36 +0.2%
PAM
575
Premier Asset Management
Illinois
$279K – – –
21 22
23
24 25