Schwab US Broad Market ETF
SCHB
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.
67% more call options, than puts
Call options by funds: $8.12M | Put options by funds: $4.86M
61% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 36
7% more capital invested
Capital invested by funds: $6.38B → $6.83B (+$446M)
2% more funds holding
Funds holding: 733 → 748 (+15)
0% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 286
0% more funds holding in top 10
Funds holding in top 10: 105 → 105 (0)
1.12% less ownership
Funds ownership: 211.82% → 210.7% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$112M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$42.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$25.7M |
| 4 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$21.9M |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$74.2M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$36.5M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$30.8M |
| 4 |
Betterment LLC
New York
|
-$26.6M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$14.4M |
SCHB Hedge Fund Activity: Q1 2021 in Review
748 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2021, worth a combined $6.83B — up 7% from $6.38B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHB positions and 36 closed out — a net gain of 22 holders — while 287 added to existing stakes and 286 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $112M. The largest seller was Milliman Financial Risk Management, cutting an estimated $74.2M.
- 748 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2021, up from 733 in Q4 2020.
- Funds reported $6.83B of Schwab US Broad Market ETF stock for Q1 2021, up 7% quarter-over-quarter.
- 58 funds opened new Schwab US Broad Market ETF positions in Q1 2021 and 36 closed out, a net change of +22 holders.
- The largest Schwab US Broad Market ETF buyer in Q1 2021 was Wealthfront Advisers, an estimated $112M added.
- The largest Schwab US Broad Market ETF seller in Q1 2021 was Milliman Financial Risk Management, an estimated $74.2M sold.
Based on aggregated 13F filings for Q1 2021.