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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 %
WA
576
Wealth Architects
California
$277K – – –
FM
577
Foster & Motley
Ohio
$276K +$28K +1,740 +11%
EH
578
Equitable Holdings
New York
$274K – – –
BFA
579
Beaumont Financial Advisors
Massachusetts
$273K – – –
DY
580
Dowling & Yahnke
California
$273K – – –
LF
581
LifeSteps Financial
California
$270K +$21.9K +1,356 +9%
TFS
582
TrustCore Financial Services
Tennessee
$269K -$43K -2,670 -14%
BWA
583
Burt Wealth Advisors
Maryland
$269K – – –
PA
584
Paracle Advisors
Washington
$266K +$193 +12 +0.1%
SW
585
SVB Wealth
Massachusetts
$264K -$862K -53,604 -77%
Fifth Third Bancorp
586
Fifth Third Bancorp
Ohio
$264K -$21.3K -1,320 -7%
VHAM
587
Van Hulzen Asset Management
California
$263K +$38.3K +2,370 +17%
RWG
588
Ratio Wealth Group
Colorado
$262K – – –
GWM
589
Geneos Wealth Management
Colorado
$260K -$18.8K -1,110 -7%
FCH
590
Freestone Capital Holdings
Washington
$258K +$253K +15,690 +5,029%
AWA
591
Arkadios Wealth Advisors
Georgia
$257K -$19K -1,176 -7%
QCMNJ
592
Quantum Capital Management (New Jersey)
New Jersey
$257K -$10.8K -672 -4%
CNC
593
Canandaigua National Corp
New York
$256K – – –
IC
594
IEQ Capital
California
$255K +$255K +15,804 New
AFA
595
American Financial Advisors
Georgia
$253K -$97 -6 -0%
CFB
596
Cullen/Frost Bankers
Texas
$252K +$227K +14,100 +925%
ACA
597
Affinity Capital Advisors
California
$251K -$18.8K -1,164 -7%
HWA
598
Heritage Wealth Advisors
Virginia
$251K – – –
BWA
599
BlueSky Wealth Advisors
North Carolina
$250K -$21.7K -1,302 -8%
PRWA
600
Platte River Wealth Advisors
Colorado
$248K – – –
22 23
24
25 26