SCHB icon

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 %
CCM
676
Covington Capital Management
California
$60K – – –
GWS
677
Glassman Wealth Services
Virginia
$58K – – –
CWM
678
Cedar Wealth Management
California
$58K – – –
CAAS
679
Capital Asset Advisory Services
Michigan
$55K +$4.6K +288 +9%
PGAM
680
Princeton Global Asset Management
New Jersey
$54K – – –
BCA
681
Berman Capital Advisors
Georgia
$54K +$9.74K +606 +22%
WP
682
WealthShield Partners
North Carolina
$53K +$53K +3,294 New
MAWCM
683
Mine & Arao Wealth Creation & Management
California
$52K – – –
TRCT
684
Tower Research Capital (TRC)
New York
$51K -$96.7K -5,964 -65%
MCM
685
MV Capital Management
Maryland
$51K – – –
WT
686
Whittier Trust
California
$48K – – –
PO
687
Private Ocean
California
$48K – – –
HRC
688
Hoertkorn Richard Charles
$44K -$1.47K -90 -3%
WFA
689
Wells Financial Advisors
Massachusetts
$44K -$1.36K -84 -3%
Rockefeller Capital Management
690
Rockefeller Capital Management
New York
$44K +$1.53K +96 +4%
NFSG
691
Newbridge Financial Services Group
Florida
$40K -$9.98K -612 -20%
AWM
692
AllSquare Wealth Management
New York
$40K – – –
SFPG
693
Stonebridge Financial Planning Group
Florida
$40K +$40K +2,382 New
CG
694
Cutler Group
California
$38K +$38K +2,400 New
GI
695
Gradient Investments
Minnesota
$35K – – –
PFBT
696
Parkside Financial Bank & Trust
Missouri
$34K +$192 +12 +0.6%
TVWM
697
Tower View Wealth Management
Wisconsin
$33K +$97 +6 +0.3%
BAM
698
Barrett Asset Management
New York
$32K -$970 -60 -3%
LWANC
699
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K – – –
NIC
700
Northwest Investment Counselors
Oregon
$31K +$31K +1,896 New
26 27
28
29 30