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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
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 %
CHJWM
76
Carlton Hofferkamp & Jenks Wealth Management
Texas
$17.9M -$591K -34,782 -3%
K
77
Kemper
Illinois
$17.2M – – –
SFG
78
Sunburst Financial Group
Alabama
$17.1M +$492K +30,516 +3%
PAM
79
Pegasus Asset Management
New York
$17M +$158K +9,798 +0.9%
TWM
80
Tanglewood Wealth Management
Texas
$16.9M -$577K -35,820 -3%
BJ
81
Brouwer & Janachowski
California
$14.8M -$94.5K -5,862 -0.6%
MFGP
82
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.1M +$2.19M +135,894 +18%
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$14M +$527K +32,688 +4%
VNA
84
Valley National Advisers
Pennsylvania
$13.3M -$2.14M -132,936 -14%
PP
85
PrairieView Partners
Minnesota
$13.2M -$351K -21,774 -3%
AF
86
Advisornet Financial
Minnesota
$13.1M -$296K -18,348 -2%
AA
87
Ashford Advisors
New York
$13.1M – – –
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$13.1M -$71.5K -4,332 -0.5%
ECML
89
Eagle Capital Management (Louisiana)
Louisiana
$13M -$250K -15,528 -2%
IAS
90
IMA Advisory Services
Colorado
$12.9M +$10.7K +666 +0.1%
TW
91
TrinityPoint Wealth
Connecticut
$12.7M +$46.4K +2,880 +0.4%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$12.6M +$4.66M +288,852 +59%
GCA
93
Genesee Capital Advisors
New York
$12.4M +$1.35M +83,910 +12%
GFS
94
GYL Financial Synergies
Connecticut
$12.2M -$285K -17,652 -2%
IDA
95
Intelligence Driven Advisers
California
$12.1M -$230K -14,298 -2%
MWP
96
Meridian Wealth Partners
Pennsylvania
$12M +$262K +16,284 +2%
TWM
97
Tradition Wealth Management
Minnesota
$12M -$84.8K -5,262 -0.7%
CCA
98
Column Capital Advisors
Indiana
$11.9M +$11.8M +732,912 +21,024%
AIS
99
American Investment Services
Massachusetts
$11.8M +$11.8M +732,864 New
SWM
100
SigFig Wealth Management
California
$11.6M +$553K +34,554 +5%
2 3
4
5 6