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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 %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$5.86M +$46.7K +2,898 +0.8%
AIA
152
Arcadia Investment Advisors
Idaho
$5.81M -$487K -30,240 -8%
Goldman Sachs
153
Goldman Sachs
New York
$5.8M – – –
VFIC
154
Valley Forge Investment Consultants
Pennsylvania
$5.69M -$505K -31,356 -8%
BFPW
155
BOK Financial Private Wealth
Colorado
$5.62M -$561K -34,788 -9%
SWM
156
SeaCrest Wealth Management
New York
$5.49M -$58.5K -3,630 -1%
WC
157
Wealth CMT
New Jersey
$5.45M +$449K +27,846 +9%
MA
158
Mutual Advisors
Nebraska
$5.44M +$49.5K +3,072 +0.9%
SP
159
Successful Portfolios
Florida
$5.4M +$62.7K +3,888 +1%
HCA
160
Horan Capital Advisors
Ohio
$5.34M +$530K +32,892 +11%
PFM
161
Peak Financial Management
Massachusetts
$5.31M +$76.8K +4,764 +1%
UFA
162
US Financial Advisors
Massachusetts
$5.19M +$411K +25,524 +9%
BlackRock
163
BlackRock
New York
$5.03M -$121K -7,500 -2%
RSWM
164
Robertson Stephens Wealth Management
California
$4.94M +$611K +37,908 +14%
GAM
165
Garrison Asset Management
Arkansas
$4.93M -$251K -15,570 -5%
Chevy Chase Trust
166
Chevy Chase Trust
Maryland
$4.92M -$24.9K -1,548 -0.5%
PA
167
Parallel Advisors
California
$4.9M +$395K +24,516 +9%
AOWM
168
Alpha Omega Wealth Management
Virginia
$4.9M -$105K -6,534 -2%
WCM
169
Whitener Capital Management
North Carolina
$4.79M -$48.9K -3,036 -1%
VCM
170
Vivaldi Capital Management
Illinois
$4.63M -$182K -10,818 -4%
TA
171
TruWealth Advisors
Louisiana
$4.58M +$447K +27,720 +11%
WKWM
172
Walter & Keenan Wealth Management
Indiana
$4.58M +$12K +744 +0.3%
SFWC
173
Strategic Family Wealth Counselors
New Jersey
$4.58M +$32.8K +2,034 +0.7%
WOSD
174
WFA of San Diego
California
$4.48M -$629K -39,012 -12%
BCM
175
Boltwood Capital Management
California
$4.44M +$271K +16,788 +6%
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