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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 %
RFA
626
Reilly Financial Advisors
California
$214K +$9.48K +588 +5%
JWM
627
Janiczek Wealth Management
Colorado
$213K -$42.8K -2,658 -17%
WAP
628
Wealthcare Advisory Partners
Pennsylvania
$211K -$77.7K -4,818 -27%
LFG
629
Larson Financial Group
Missouri
$211K +$13.9K +864 +7%
PWMAG
630
Pinnacle Wealth Management Advisory Group
New Jersey
$208K -$25.5K -1,578 -11%
PMFA
631
Plante Moran Financial Advisors
Michigan
$207K -$57.1K -3,534 -22%
MA
632
MONECO Advisors
Connecticut
$206K +$206K +12,798 New
WI
633
Wedgewood Investors
Pennsylvania
$206K +$206K +12,804 New
IF
634
Ironwood Financial
Arizona
$203K -$10.4K -648 -5%
FFWA
635
FRG Family Wealth Advisors
Washington
$202K +$202K +12,528 New
CPSAC
636
Chas P. Smith & Associates (CPS)
Florida
$201K +$201K +12,450 New
TI
637
Trexquant Investment
Connecticut
$200K +$200K +12,378 New
AC
638
AlphaCore Capital
California
$198K +$579 +36 +0.3%
PFP
639
Pinnacle Financial Partners
Tennessee
$191K – – –
SSB
640
Sandy Spring Bank
Maryland
$190K +$4.14K +258 +2%
SPIA
641
Steward Partners Investment Advisory
New York
$181K +$94.8K +5,880 +109%
BW
642
Bison Wealth
Georgia
$177K +$3.57K +222 +2%
FCA
643
FinTrust Capital Advisors
South Carolina
$171K – – –
SFP
644
Sterling Financial Planning
New Jersey
$171K +$483 +30 +0.3%
IRC
645
Investors Research Corp
Georgia
$164K – – –
LWM
646
Liberty Wealth Management
California
$164K – – –
DOA
647
D'Orazio & Associates
Virginia
$161K – – –
AssetMark Inc
648
AssetMark Inc
California
$159K +$152K +9,426 +2,152%
BC
649
Burleson & Co
California
$158K +$158K +9,810 New
JPMorgan Chase & Co
650
JPMorgan Chase & Co
New York
$157K -$10.3K -636 -6%
24 25
26
27 28