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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 %
CPIG
201
Chicago Partners Investment Group
Illinois
$3.73M +$160K +9,426 +4%
LIM
202
Leavell Investment Management
Alabama
$3.73M +$53.7K +3,330 +1%
PA
203
PFG Advisors
Arizona
$3.72M +$333K +20,652 +10%
PMG
204
ProVise Management Group
Florida
$3.71M +$46.7K +2,898 +1%
AWS
205
AJ Wealth Strategies
New York
$3.69M -$320K -19,854 -8%
AWA
206
Alaska Wealth Advisors
Alaska
$3.69M -$76.2K -4,728 -2%
VA
207
Valmark Advisers
Ohio
$3.69M +$190K +11,820 +5%
FG
208
Fiduciary Group
Georgia
$3.62M -$13.5K -798 -0.4%
ZF
209
Zhang Financial
Michigan
$3.62M +$100K +6,120 +3%
SA
210
SRH Advisors
Kansas
$3.61M +$55.9K +3,468 +2%
CWM
211
Chesapeake Wealth Management
Virginia
$3.6M -$273K -16,956 -7%
CAM
212
Cresset Asset Management
Illinois
$3.57M -$351K -21,786 -9%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$3.57M -$197K -12,228 -5%
JPMPWA
214
J.P. Morgan Private Wealth Advisors
California
$3.52M -$1.2M -74,682 -25%
NGA
215
Naples Global Advisors
Florida
$3.52M +$47.5K +2,946 +1%
BL
216
BCWM LLC
Kansas
$3.52M -$9.67K -600 -0.3%
AAS
217
Annex Advisory Services
Wisconsin
$3.48M -$116K -7,170 -3%
VCP
218
Vista Capital Partners
Oregon
$3.48M -$68.9K -4,272 -2%
SFS
219
Sowell Financial Services
Arkansas
$3.47M +$112K +6,630 +3%
SWM
220
Stockman Wealth Management
Montana
$3.47M +$273K +16,962 +9%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$3.46M -$366K -22,722 -10%
IWMA
222
Ironwood Wealth Management (Arizona)
Arizona
$3.4M -$276K -17,118 -8%
SFA
223
Souders Financial Advisors
Ohio
$3.39M +$45.5K +2,820 +1%
BSW
224
Buckingham Strategic Wealth
Missouri
$3.38M -$46.6K -2,892 -1%
ADL
225
Asset Dedication LLC
California
$3.3M -$566K -35,142 -15%
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