SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

669 hedge funds and large institutions have $5.57B invested in Schwab US Broad Market ETF in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 206 increasing their positions, 311 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
13.53%
Holding in Top 10
94
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6%
% of All Funds
1.9%
New
50
Increased
206
Reduced
311
Closed
34
Calls
$9.4M
Puts
$2.84M
Net Calls
+$6.56M
Net Calls Change
+$4.38M

Top Buyers

1
JIP
JBJ Investment Partners
South Carolina
+$33.6M
2
AP
Agilis Partners
Massachusetts
+$18.7M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$15.7M
4
HCM
Hengehold Capital Management
Ohio
+$4.83M
5
EP
Eudaimonia Partners
Tennessee
+$4.74M

Top Sellers

1
TI
tru Independence
Oregon
-$56.1M
2
TIM
Total Investment Management
Arizona
-$54.3M
3
Betterment LLC
Betterment LLC
New York
-$39.7M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$34.5M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
226
Plante Moran Financial Advisors
Michigan
$2.29M -$482K -36,324 -17%
PA
227
Parallel Advisors
California
$2.29M -$293K -22,068 -11%
CAM
228
Cozad Asset Management
Illinois
$2.28M – – –
DWM
229
Destination Wealth Management
California
$2.25M -$204K -15,366 -8%
CA
230
Cambridge Advisors
Nebraska
$2.24M -$16.6K -1,254 -0.7%
WFA
231
Wade Financial Advisory
California
$2.23M -$46.4K -3,492 -2%
PI
232
Pachira Investments
California
$2.22M +$2.22M +167,454 New
LBC
233
Lowe Brockenbrough & Co
Virginia
$2.22M -$17.8K -1,338 -0.8%
BP
234
BBR Partners
New York
$2.2M – – –
SWRP
235
Summit Wealth & Retirement Planning
California
$2.19M +$3.11K +234 +0.1%
ACA
236
Atlas Capital Advisors
Wyoming
$2.19M -$5.34K -402 -0.2%
CI
237
CX Institutional
Indiana
$2.17M +$628K +47,286 +41%
RT
238
Rockland Trust
Massachusetts
$2.13M – – –
LPIC
239
LeJeune Puetz Investment Counsel
Michigan
$2.13M +$4.7K +354 +0.2%
BAM
240
Berkshire Asset Management
Pennsylvania
$2.08M +$91.3K +6,876 +5%
VVP
241
Venture Visionary Partners
Ohio
$2M -$4.7K -354 -0.2%
SWM
242
Southern Wealth Management
Texas
$1.96M -$172K -12,948 -8%
SIC
243
Salem Investment Counselors
North Carolina
$1.93M -$1.99K -150 -0.1%
NCM
244
Novare Capital Management
North Carolina
$1.92M -$115K -8,634 -6%
CFS
245
CRA Financial Services
New Jersey
$1.91M -$133K -9,984 -6%
B
246
Bailard
California
$1.91M -$392K -29,490 -17%
GIP
247
Granite Investment Partners
California
$1.9M +$82K +6,180 +5%
RW
248
RVW Wealth
California
$1.89M -$3.82K -288 -0.2%
MWM
249
Madison Wealth Management
Ohio
$1.88M – – –
ZIC
250
ZWJ Investment Counsel
Georgia
$1.85M -$7.25K -546 -0.4%
8 9
10
11 12