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 %
CWP
726
Concord Wealth Partners
Virginia
$16K – – –
BCM
727
Blume Capital Management
California
$13K -$11.5K -738 -47%
PCA
728
Providence Capital Advisors
North Carolina
$11K – – –
NC
729
NewSquare Capital
Pennsylvania
$10K – – –
JCM
730
Jacobi Capital Management
Pennsylvania
$10K – – –
FFA
731
Freedman Financial Associates
Massachusetts
$10K – – –
CWA
732
Core Wealth Advisors
Florida
$9K – – –
BMD
733
Better Money Decisions
New Mexico
$9K +$9K +564 New
BAM
734
Bellevue Asset Management
Washington
$7K – – –
RF
735
Robbins Farley
New Hampshire
$6K – – –
CFN
736
Cordasco Financial Network
Florida
$6K – – –
PAI
737
Pittenger & Anderson Inc
Nebraska
$5K +$5K +324 New
TFA
738
Toth Financial Advisory
Virginia
$4K – – –
HFS
739
Horizon Financial Services
North Carolina
$4K +$4K +234 New
CAM
740
Costello Asset Management
Pennsylvania
$3K +$1K +60 +50%
MA
741
MBA Advisors
Pennsylvania
$1.71K +$1.71K +106,044 New
POIA
742
Pin Oak Investment Advisors
Texas
$1K -$11.2K -402 -92%
EWM
743
Endurance Wealth Management
Rhode Island
$1K – – –
HFS
744
Hantz Financial Services
Michigan
$1K – – –
GG
745
Gleason Group
Kentucky
$1K +$1K +42 New
TCM
746
Tradewinds Capital Management
Washington
$1K +$1K +84 New
GEA
747
Glen Eagle Advisors
New Jersey
$194 +$194 +12 New
GFPC
748
Global Financial Private Client
Florida
$98 – – –
FFN
749
Focus Financial Network
Minnesota
– -$36.5M -2,406,096 Closed
AI
750
Atria Investments
North Carolina
– -$2.86M -188,394 Closed
28 29
30
31 32