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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.

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
1
Wealthfront Advisers
California
$997M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$53.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$27.3M
4
OAJ
4
Ogorek Anthony Joseph
New York
$27.8M
5
PIMG
5
Patriot Investment Management Group
Tennessee
$27.6M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$417M
2
FFN
2
Focus Financial Network
Minnesota
$0
3
SCM
3
SCS Capital Management
Massachusetts
$441M
4
Betterment LLC
4
Betterment LLC
New York
$410M
5
EK
5
Evensky & Katz
Florida
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Accredited Investors
Minnesota
$25.2M -$826K -51,222 -3%
LPL Financial
52
LPL Financial
California
$24.2M +$572K +35,472 +2%
UBS Group
53
UBS Group
Switzerland
$23.6M -$8.32K -516 -0%
RBC
54
Roble Belko & Company
Pennsylvania
$23.5M +$451K +27,996 +2%
WA
55
WBH Advisory
Maryland
$23.3M -$129K -7,980 -0.5%
CCA
56
Cobblestone Capital Advisors
New York
$22.8M -$1.19M -73,980 -5%
MAS
57
Madden Advisory Services
Florida
$22.6M -$900K -55,848 -4%
LPT
58
Legacy Private Trust
Wisconsin
$22.5M -$628K -38,952 -3%
BCWM
59
Bartlett & Co Wealth Management
Ohio
$22.4M -$657K -40,788 -3%
BC
60
Bartlett & Co
Ohio
$22.4M -$657K -40,788 -3%
WWM
61
WT Wealth Management
Arizona
$21.8M +$518K +32,118 +2%
Truist Financial
62
Truist Financial
North Carolina
$21.7M -$2.09M -129,360 -9%
TI
63
Truepoint Inc
Ohio
$21.3M -$111K -6,888 -0.5%
EE
64
EWG Elevate
California
$20.3M +$353K +21,894 +2%
CG
65
Caprock Group
Idaho
$20.2M +$357K +22,170 +2%
DW
66
Domani Wealth
Pennsylvania
$20.1M -$1.9M -118,026 -9%
ECM
67
Elgethun Capital Management
South Dakota
$20.1M -$56.4K -3,498 -0.3%
LFS
68
Legacy Financial Strategies
Kansas
$20M -$5.23M -324,294 -21%
Wells Fargo
69
Wells Fargo
California
$19.8M +$1.03M +63,834 +5%
SFP
70
Strategic Financial Planning
Texas
$19.7M +$2.36M +146,646 +14%
Morgan Stanley
71
Morgan Stanley
New York
$19.5M +$1.57M +97,416 +9%
GB
72
Goepper Burkhardt
South Carolina
$18.8M -$560K -34,764 -3%
JWS
73
Juncture Wealth Strategies
Arizona
$18.7M -$8.72M -544,428 -32%
JIP
74
Jaffetilchin Investment Partners
Florida
$18.6M +$4.07M +252,252 +28%
BCMO
75
Buckingham Capital Management (Ohio)
Ohio
$18.3M -$818K -50,760 -4%
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