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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 %
VFA
651
Valeo Financial Advisors
Indiana
$153K -$15.2K -942 -9%
SL
652
Savior LLC
Massachusetts
$146K +$97 +6 +0.1%
US Bancorp
653
US Bancorp
Minnesota
$145K -$18.7K -1,158 -11%
SIAP
654
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$145K +$96 +6 +0.1%
Bank of Montreal
655
Bank of Montreal
Ontario, Canada
$133K – – –
SIM
656
Sonora Investment Management
Arizona
$131K -$25.2K -1,560 -16%
BAMG
657
Brand Asset Management Group
Missouri
$127K +$1.84K +114 +1%
ACA
658
Aptus Capital Advisors
Alabama
$126K +$2.51K +156 +2%
NSIM
659
North Star Investment Management
Illinois
$124K -$2.43K -150 -2%
AIM
660
Acropolis Investment Management
Missouri
$120K – – –
AWM
661
Avior Wealth Management
Nebraska
$115K -$33.7K -2,106 -23%
MWA
662
Moser Wealth Advisors
Washington
$112K – – –
PFSC
663
Peoples Financial Services Corp
Pennsylvania
$111K – – –
CFGS
664
Concourse Financial Group Securities
Alabama
$106K – – –
PCFFS
665
Pacific Center for Financial Services
California
$101K +$193 +12 +0.2%
CWA
666
Carolina Wealth Advisors
South Carolina
$99K -$11K -684 -10%
LB
667
Legacy Bridge
Iowa
$99K – – –
FP
668
Financial Perspectives
Minnesota
$83K +$82.1K +47,664 +9,571%
GAM
669
Grandview Asset Management
Pennsylvania
$77K +$77K +4,746 New
AIA
670
Armor Investment Advisors
North Carolina
$74K – – –
ME
671
McIlrath & Eck
Washington
$73K – – –
TLFA
672
True Link Financial Advisors
California
$66K – – –
EWM
673
Elmwood Wealth Management
California
$65K +$65K +4,050 New
CAC
674
Certified Advisory Corp
Florida
$64K +$64K +3,966 New
SWA
675
Sutton Wealth Advisors
Florida
$60.8K – – –
25 26
27
28 29