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Schwab US Broad Market ETF
SCHB

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

67% more call options, than puts

Call options by funds: $8.12M | Put options by funds: $4.86M

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

7% more capital invested

Capital invested by funds: $6.38B → $6.83B (+$446M)

2% more funds holding

Funds holding: 733 → 748 (+15)

0% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 286

0% more funds holding in top 10

Funds holding in top 10: 105 → 105 (0)

1.12% less ownership

Funds ownership: 211.82% → 210.7% (-1.1%)

Holders
748
Holders Change
+15
Holders Change %
+2.05%
% of All Funds
13.13%
Holding in Top 10
105
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.84%
New
58
Increased
287
Reduced
286
Closed
36
Calls
$8.12M
Puts
$4.86M
Net Calls
+$3.27M
Net Calls Change
-$148K

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$112M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$42.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$25.7M
4
OAJ
Ogorek Anthony Joseph
New York
+$21.9M
5
TIM
Total Investment Management
Arizona
+$20.8M

Top Sellers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
-$74.2M
2
FFN
Focus Financial Network
Minnesota
-$36.5M
3
SCM
SCS Capital Management
Massachusetts
-$30.8M
4
Betterment LLC
Betterment LLC
New York
-$26.6M
5
EK
Evensky & Katz
Florida
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
701
First Horizon Advisors
Tennessee
$30K +$95 +6 +0.3%
MCM
702
Manchester Capital Management
Vermont
$30K +$2.08K +132 +8%
CWC
703
Carolinas Wealth Consulting
North Carolina
$30K +$9.84K +624 +50%
NG
704
NWK Group
California
$29K – – –
SWM
705
Selective Wealth Management
Virginia
$29K +$95 +6 +0.3%
HWM
706
HighMark Wealth Management
Minnesota
$27K +$95 +6 +0.4%
TFM
707
TFC Financial Management
Massachusetts
$26K – – –
RCM
708
Regency Capital Management
Hawaii
$26K +$25.1K +1,590 New
RA
709
Resolute Advisors
California
$25K – – –
BWM
710
BerganKDV Wealth Management
Minnesota
$25K +$8.7K +552 +56%
OFG
711
Oxford Financial Group
Indiana
$24K – – –
HR
712
Howe & Rusling
New York
$23K – – –
TWA
713
TCI Wealth Advisors
Arizona
$22K -$36.2K -2,298 -63%
EIP
714
Ellis Investment Partners
Pennsylvania
$22K -$18.8K -1,194 -47%
PCG
715
Private Capital Group
Connecticut
$22K – – –
WWM
716
Wolff Wiese Magana
California
$22K +$21.8K +1,380 New
JFA
717
JNBA Financial Advisors
Minnesota
$20K +$19.1K +1,212 New
TCWA
718
Ten Capital Wealth Advisors
Washington
$20K +$19.9K +1,260 New
JGIA
719
Jackson Grant Investment Advisers
Connecticut
$19K – – –
RDFA
720
Ritter Daniher Financial Advisory
Ohio
$19K – – –
HNB
721
Huntington National Bank
Ohio
$18K – – –
ZC
722
Zeit Capital
Colorado
$18K +$17.8K +1,128 New
AIC
723
Ameritas Investment Company
Nebraska
$17.5K +$17.1K +1,086 New
AWM
724
Aberdeen Wealth Management
Illinois
$17K – – –
CMA
725
Cedar Mountain Advisors
Oregon
$17K +$95 +6 +0.6%
27 28
29
30 31

SCHB Hedge Fund Activity: Q1 2021 in Review

748 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2021, worth a combined $6.83B — up 7% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SCHB positions and 36 closed out — a net gain of 22 holders — while 287 added to existing stakes and 286 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $112M. The largest seller was Milliman Financial Risk Management, cutting an estimated $74.2M.

  • 748 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2021, up from 733 in Q4 2020.
  • Funds reported $6.83B of Schwab US Broad Market ETF stock for Q1 2021, up 7% quarter-over-quarter.
  • 58 funds opened new Schwab US Broad Market ETF positions in Q1 2021 and 36 closed out, a net change of +22 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2021 was Wealthfront Advisers, an estimated $112M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2021 was Milliman Financial Risk Management, an estimated $74.2M sold.

Based on aggregated 13F filings for Q1 2021.