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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 %
Wealthfront Advisers
1
Wealthfront Advisers
California
$997M 10,311,462 +1,188,442 +13%
SCM
2
SCS Capital Management
Massachusetts
$441M 4,559,038 -325,704 -7%
MFRM
3
Milliman Financial Risk Management
Illinois
$417M 4,314,016 -784,087 -15%
Betterment LLC
4
Betterment LLC
New York
$410M 4,240,472 -281,644 -6%
EK
5
Evensky & Katz
Florida
$213M 2,205,426 -151,805 -6%
HP
6
HT Partners
Connecticut
$117M 1,209,539 -61,240 -5%
SG
7
Strid Group
Pennsylvania
$106M 1,098,116 +26,666 +2%
HSA
8
HBK Sorce Advisory
Pennsylvania
$105M 1,082,764 -51,505 -5%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$103M 1,067,300 +2,241 +0.2%
EA
10
Evergreen Advisors
Tennessee
$93.2M 963,196 +39,370 +4%
CC
11
Callan Capital
California
$91.2M 943,131 +61,289 +7%
JIP
12
JBJ Investment Partners
South Carolina
$88.1M 911,088 -8,284 -0.9%
BFG
13
Bouchey Financial Group
New York
$87.3M 902,219 +13,048 +1%
HB
14
Homrich & Berg
Georgia
$85.7M 886,597 -11,195 -1%
HCM
15
Hengehold Capital Management
Ohio
$74.8M 773,085 +50,749 +7%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$74.7M 772,706 -719 -0.1%
Bank of America
17
Bank of America
North Carolina
$67.6M 698,523 -57,675 -8%
AP
18
Agilis Partners
Massachusetts
$64.4M 665,698 -22,737 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$53.8M 556,057 +5,345 +1%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$53.6M 554,319 +448,001 +421%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50M 517,300 -37,322 -7%
CWM
22
Circle Wealth Management
New Jersey
$49.8M 515,216 +1,146 +0.2%
SFS
23
Summit Financial Strategies
Ohio
$47.9M 495,705 +35,795 +8%
TIM
24
Total Investment Management
Arizona
$45M 743,946 +220,339 +42%
HWA
25
HHM Wealth Advisors
Tennessee
$44.4M 459,135 -2,055 -0.4%
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