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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 Market Value Shares Shares
Change 		Shares
Change %
SCM
101
Spreng Capital Management
Ohio
$11.5M 715,590 +29,352 +4%
RIM
102
Rockbridge Investment Management
New York
$11.2M 695,478 -17,556 -2%
DLCIG
103
D.L. Carlson Investment Group
New Hampshire
$11.2M 693,756 +8,418 +1%
LB
104
Leo Brokerage
Texas
$10.6M 654,570 +79,902 +14%
OWM
105
Opes Wealth Management
California
$10.2M 635,748 +1,452 +0.2%
RC
106
Roundview Capital
New Jersey
$10.1M 625,722 -19,410 -3%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$9.78M 606,750 -23,742 -4%
BRWA
108
B. Riley Wealth Advisors
Florida
$9.77M 606,222 +589,710 +3,571%
KM
109
Kalos Management
Georgia
$9.36M 559,596 +133,626 +31%
OIA
110
OneDigital Investment Advisors
Kansas
$9.16M 568,176 -20,208 -3%
PCIA
111
Prime Capital Investment Advisors
Kansas
$9M 558,156 +23,130 +4%
DBRC
112
D.B. Root & Company
Pennsylvania
$8.68M 538,284 -12,468 -2%
TA
113
Trellis Advisors
Washington
$8.56M 531,096 -666 -0.1%
PCA
114
Personal Capital Advisors
California
$8.37M 519,408 +17,712 +4%
EFG
115
Everhart Financial Group
Ohio
$8.26M 512,718 -21,834 -4%
PS
116
Portfolio Solutions
Michigan
$8.23M 510,444 -11,208 -2%
AWMG
117
Alliance Wealth Management Group
New Jersey
$8.19M 507,834 +63,510 +14%
TCM
118
Towercrest Capital Management
Pennsylvania
$8.19M 507,834 +63,510 +14%
BDFN
119
Bond & Devick Financial Network
Minnesota
$8M 496,116 +2,058 +0.4%
TI
120
tru Independence
Oregon
$7.95M 493,278 +493,278 New
SC
121
Savant Capital
Illinois
$7.86M 487,884 -25,050 -5%
APW
122
Aurora Private Wealth
New Jersey
$7.79M 483,162 +28,008 +6%
SCA
123
Strategic Capital Advisers
Colorado
$7.77M 482,112 -24,990 -5%
CIAS
124
Capital Investment Advisory Services
North Carolina
$7.72M 478,788 +18,282 +4%
SFA
125
Sequoia Financial Advisors
Ohio
$7.61M 472,398 +6,546 +1%
3 4
5
6 7