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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 %
FI
751
FormulaFolio Investments
Michigan
– -$1.45M -95,514 Closed
LWM
752
Laidlaw Wealth Management
New York
– -$1.26M -83,046 Closed
AFAS
753
Acorn Financial Advisory Services
Virginia
– -$1.03M -68,298 Closed
ML
754
McAdam LLC
Pennsylvania
– -$1.04M -67,470 Closed
RI
755
Ridgewood Investments
New Jersey
– -$772K -58,140 Closed
GI
756
GS Investments
Minnesota
– -$762K -50,262 Closed
SCA
757
Stonebridge Capital Advisors
Minnesota
– -$587K -38,700 Closed
PFO
758
Pathstone Family Office
New Jersey
– -$515K -33,990 Closed
Millennium Management
759
Millennium Management
New York
– -$479K -31,578 Closed
AA
760
AF Advisors
California
– -$446K -29,466 Closed
SPC
761
Sigma Planning Corp
Michigan
– -$339K -22,320 Closed
BIM
762
Baldwin Investment Management
Pennsylvania
– -$272K -17,958 Closed
RC
763
Rovin Capital
Arizona
– -$256K -16,884 Closed
Fisher Asset Management
764
Fisher Asset Management
Washington
– -$255K -16,806 Closed
OFW
765
Omnia Family Wealth
Florida
– -$237K -15,600 Closed
QC
766
QCM Cayman
Texas
– -$232K -15,282 Closed
SPA
767
Sentinel Pension Advisors
Massachusetts
– -$220K -14,484 Closed
COF
768
Capital One Financial
Virginia
– -$219K -14,460 Closed
TSS
769
Two Sigma Securities
New York
– -$205K -13,518 Closed
CTFG
770
Capstone Triton Financial Group
Oklahoma
– -$198K -13,062 Closed
BDWCC
771
B&D White Capital Company
Texas
– -$180K -11,910 Closed
RWA
772
Ropes Wealth Advisors
Massachusetts
– -$141K -9,294 Closed
IA
773
Inspire Advisors
Idaho
– -$121K -7,950 Closed
PFGIA
774
Patriot Financial Group Insurance Agency
Massachusetts
– -$91K -6,000 Closed
RPWA
775
Regent Peak Wealth Advisors
Georgia
– -$64K -4,194 Closed
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