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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
$997M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$53.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.3M
4
OAJ
Ogorek Anthony Joseph
New York
$27.8M
5
PIMG
Patriot Investment Management Group
Tennessee
$27.6M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$417M
2
FFN
Focus Financial Network
Minnesota
$0
3
SCM
SCS Capital Management
Massachusetts
$441M
4
Betterment LLC
Betterment LLC
New York
$410M
5
EK
Evensky & Katz
Florida
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
601
WhitTier Trust Company
Nevada
$247K – – –
OIA
602
Optimum Investment Advisors
Illinois
$245K – – –
MM
603
Main Management
California
$244K -$1.16K -72 -0.5%
AWM
604
Apollon Wealth Management
South Carolina
$244K +$244K +15,150 New
CCT
605
Country Club Trust
Missouri
$242K – – –
PP
606
PDS Planning
Ohio
$241K +$97 +6 +0%
BDF
607
Black Diamond Financial
Maryland
$238K +$4.93K +306 +2%
UB
608
UMB Bank
Missouri
$237K – – –
CCP
609
Clarkston Capital Partners
Michigan
$236K -$3.77K -234 -2%
RA
610
RFG Advisory
Alabama
$235K – – –
BFM
611
Broadview Financial Management
Wisconsin
$232K +$677 +42 +0.3%
IAN
612
Integrated Advisors Network
Texas
$230K +$16.6K +1,032 +8%
BAAM
613
Baker Avenue Asset Management
California
$227K – – –
OCM
614
Osterweis Capital Management
California
$226K -$213K – –
KA
615
Klingman & Associates
New York
$226K +$226K +13,992 New
GLA
616
Good Life Advisors
Pennsylvania
$226K +$226K +14,088 New
HFA
617
HC Financial Advisors
California
$225K +$290 +18 +0.1%
CIP
618
Capital Insight Partners
Arizona
$223K – – –
MOS
619
MGO One Seven
Ohio
$220K +$220K +13,662 New
AA
620
Advisory Alpha
Michigan
$218K -$721K -44,784 -77%
CAL
621
Capital Analysts LLC
Pennsylvania
$217K +$581 +36 +0.3%
FMC
622
Financial Management Concepts
Florida
$217K +$217K +13,452 New
C
623
Certuity
Florida
$216K – – –
PK
624
Pflug Koory
Nebraska
$215K – – –
SAM
625
SP Asset Management
California
$215K +$215K +12,696 New
23 24
25
26 27