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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 %
RMC
126
Regis Management Company
California
$7.6M +$244K +15,114 +3%
SA
127
Shilanski & Associates
Alaska
$7.59M +$131K +8,118 +2%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$7.56M +$852K +52,884 +13%
CHA
129
Carmichael Hill & Associates
Maryland
$7.34M -$48.7K -3,024 -0.7%
FA
130
Fagan Associates
New York
$7.33M -$78.7K -4,884 -1%
WPW
131
Waldron Private Wealth
Pennsylvania
$7.27M – – –
AA
132
Apriem Advisors
California
$7.02M -$130K -8,058 -2%
BIP
133
Blueprint Investment Partners
North Carolina
$6.98M +$6.97M +432,468 +82,848%
JFG
134
JMG Financial Group
Illinois
$6.95M -$458K -28,410 -6%
SBL
135
Sargent Bickham Lagudis
Colorado
$6.94M +$63.1K +3,912 +0.9%
HI
136
Harbour Investments
Wisconsin
$6.94M +$6.94M +430,398 New
TFF
137
The Family Firm
Maryland
$6.9M +$303K +18,780 +5%
CFMC
138
Curbstone Financial Management Corp
New Hampshire
$6.79M -$94.8K -5,880 -1%
HFA
139
Hoover Financial Advisors
Pennsylvania
$6.66M -$528K -31,530 -7%
PA
140
Planning Alternatives
Michigan
$6.65M -$1.83M -113,736 -22%
IA
141
IFP Advisors
Florida
$6.63M -$2.54M -157,956 -28%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$6.56M -$247K -15,330 -4%
ICM
143
Islay Capital Management
Texas
$6.51M -$8.8K -546 -0.1%
WCM
144
Wealthcare Capital Management
Virginia
$6.41M – – –
JWA
145
JFS Wealth Advisors
Pennsylvania
$6.18M -$244K -15,138 -4%
FWI
146
Facet Wealth Inc
Maryland
$6.11M +$240K +14,904 +4%
CFO
147
CVA Family Office
Colorado
$6.07M +$286K +17,748 +5%
BA
148
Ballast Advisors
Minnesota
$6.03M -$38K -2,358 -0.6%
ASN
149
Advisory Services Network
Georgia
$5.94M +$316K +19,620 +6%
CCM
150
Ciovacco Capital Management
Georgia
$5.91M +$1.43M +88,158 +32%
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