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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
+$115M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$43.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$26.3M
4
OAJ
Ogorek Anthony Joseph
New York
+$22.4M
5
PIMG
Patriot Investment Management Group
Tennessee
+$19.4M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$75.8M
2
FFN
Focus Financial Network
Minnesota
-$36.5M
3
SCM
SCS Capital Management
Massachusetts
-$31.5M
4
Betterment LLC
Betterment LLC
New York
-$27.2M
5
EK
Evensky & Katz
Florida
-$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
226
Cordant Inc
Oregon
$3.29M -$175K -10,854 -5%
ACI
227
Alpha Cubed Investments
California
$3.23M -$31.5K -1,956 -1%
SAM
228
Sawgrass Asset Management
Florida
$3.23M – – –
EVM
229
Eaton Vance Management
Massachusetts
$3.15M -$8.41K -522 -0.3%
VVP
230
Venture Visionary Partners
Ohio
$3.13M -$340K -21,090 -10%
CPWM
231
Cypress Point Wealth Management
Texas
$3.1M -$2.71K -168 -0.1%
MCCP
232
Mission Creek Capital Partners
California
$3.04M -$285K -17,652 -9%
BAM
233
Belpointe Asset Management
Nevada
$3.03M -$231K -14,364 -7%
PCMC
234
Private Capital Management (Colorado)
Colorado
$3.02M +$95.4K +5,916 +3%
HI
235
Hudock Inc
Pennsylvania
$3.02M -$327K -20,310 -10%
5L
236
55I LLC
Massachusetts
$2.99M +$41.2K +2,556 +1%
HCMT
237
Highland Capital Management (Tennessee)
Tennessee
$2.98M -$3.39K -210 -0.1%
RJA
238
Raymond James & Associates
Florida
$2.97M -$351K -21,798 -11%
CMBA
239
C.M. Bidwell & Associates
Hawaii
$2.94M -$29.4K -1,824 -1%
NI
240
NYL Investors
New York
$2.93M -$329K -20,400 -10%
GPFA
241
Game Plan Financial Advisors
Ohio
$2.87M +$30.1K +1,860 +1%
FCM
242
Firestone Capital Management
Florida
$2.87M -$439K -27,204 -13%
LBC
243
Lowe Brockenbrough & Co
Virginia
$2.82M -$83.2K -5,160 -3%
WFA
244
Wade Financial Advisory
California
$2.81M -$9.87K -612 -0.3%
BAM
245
Berkshire Asset Management
Pennsylvania
$2.81M +$37.7K +2,340 +1%
BJL
246
Brighton Jones LLC
Washington
$2.78M +$94.4K +5,856 +4%
PWMG
247
Prestige Wealth Management Group
New Jersey
$2.76M -$417K -25,890 -13%
CAM
248
Cozad Asset Management
Illinois
$2.76M – – –
VCAM
249
Van Cleef Asset Management
Ohio
$2.73M -$84.2K -5,220 -3%
BP
250
BBR Partners
New York
$2.67M – – –
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