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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 %
RW
176
REDW Wealth
New Mexico
$4.41M -$8.61K -534 -0.2%
LCM
177
Liberty Capital Management
Michigan
$4.41M -$106K -6,606 -2%
MPI
178
Mairs & Power Inc
Minnesota
$4.39M – – –
RDWM
179
Red Door Wealth Management
Tennessee
$4.37M -$81.5K -5,046 -2%
MWM
180
Meridian Wealth Management
Kentucky
$4.34M -$1.3M -80,898 -23%
BWL
181
Beacon Wealthcare LLC
North Carolina
$4.33M +$4.33M +268,638 New
JIC
182
Johnson Investment Counsel
Ohio
$4.33M -$121K -7,506 -3%
AIM
183
AMI Investment Management
Indiana
$4.29M +$35.3K +2,190 +0.8%
GVAG
184
Great Valley Advisor Group
Delaware
$4.23M +$95.6K +5,928 +2%
VWA
185
Visionary Wealth Advisors
Illinois
$4.18M +$613K +38,046 +17%
RWM
186
RKL Wealth Management
Pennsylvania
$4.13M -$130K -8,040 -3%
RT
187
Rockland Trust
Massachusetts
$4.13M -$103K -6,384 -2%
KF
188
Krilogy Financial
Missouri
$4.12M -$124K -7,674 -3%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$4.11M -$133K -8,250 -3%
SAMC
190
Spectrum Asset Management (California)
California
$4.04M +$120K +7,470 +3%
LJAC
191
L.J. Altfest & Co
New York
$4M -$28.4K -1,764 -0.7%
PAG
192
Private Advisor Group
New Jersey
$3.92M +$240K +14,874 +7%
RF
193
RHS Financial
California
$3.86M +$1.11M +68,706 +40%
KJWM
194
Kiley Juergens Wealth Management
Washington
$3.85M -$850K -52,734 -18%
MAM
195
McCarthy Asset Management
California
$3.82M -$93.7K -5,814 -2%
SWRP
196
Summit Wealth & Retirement Planning
California
$3.81M +$6.87K +426 +0.2%
FC
197
Financial Consulate
Maryland
$3.81M +$967 +60 +0%
AAG
198
Avalon Advisory Group
Pennsylvania
$3.8M -$325K -20,160 -8%
BPA
199
Beacon Pointe Advisors
California
$3.76M -$485K -30,108 -11%
KIA
200
KCM Investment Advisors
California
$3.74M +$580 +36 +0%
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