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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

733 hedge funds and large institutions have $6.38B invested in Schwab US Broad Market ETF in 2020 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 251 increasing their positions, 277 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+64
Holders Change %
+9.57%
% of All Funds
13.01%
Holding in Top 10
105
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.7%
% of All Funds
1.86%
New
102
Increased
251
Reduced
277
Closed
27
Calls
$6.55M
Puts
$3.14M
Net Calls
+$3.42M
Net Calls Change
-$3.14M

Top Buyers

1
TIM
Total Investment Management
Arizona
+$44.8M
2
MFRM
Milliman Financial Risk Management
Illinois
+$23.3M
3
HB
Homrich & Berg
Georgia
+$13.4M
4
HighTower Advisors
HighTower Advisors
Illinois
+$12.4M
5
HCM
Hengehold Capital Management
Ohio
+$8.28M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$86M
2
Betterment LLC
Betterment LLC
New York
-$26.7M
3
SCM
SCS Capital Management
Massachusetts
-$22.2M
4
PIMG
Patriot Investment Management Group
Tennessee
-$18.6M
5
HP
HT Partners
Connecticut
-$9.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Cambridge Advisors
Nebraska
$2.51M -$53.3K -3,516 -2%
BP
252
BBR Partners
New York
$2.51M – – –
ISWM
253
Independent Solutions Wealth Management
New York
$2.48M -$326K -21,504 -12%
ACA
254
Atlas Capital Advisors
Wyoming
$2.47M -$28.8K -1,902 -1%
LPIC
255
LeJeune Puetz Investment Counsel
Michigan
$2.44M +$3.55K +234 +0.1%
GIP
256
Granite Investment Partners
California
$2.43M +$255K +16,800 +12%
SWM
257
Southern Wealth Management
Texas
$2.36M +$127K +8,364 +6%
DWM
258
Destination Wealth Management
California
$2.3M -$280K -18,474 -11%
ZIC
259
ZWJ Investment Counsel
Georgia
$2.23M +$115K +7,554 +5%
PI
260
Pachira Investments
California
$2.21M -$332K -21,882 -13%
CFS
261
CRA Financial Services
New Jersey
$2.2M +$14.2K +936 +0.6%
SIC
262
Salem Investment Counselors
North Carolina
$2.2M -$5.46K -360 -0.2%
B
263
Bailard
California
$2.15M -$26.4K -1,740 -1%
MWM
264
Madison Wealth Management
Ohio
$2.15M – – –
PPP
265
Private Portfolio Partners
New Jersey
$2.11M – – –
JHCP
266
Jackson Hole Capital Partners
Oklahoma
$2.1M -$1K -66 -0%
JWBC
267
John W. Brooker & Co
California
$2.09M +$77.4K +5,106 +4%
DFA
268
DHJJ Financial Advisors
Illinois
$2.03M +$2.03M +133,956 New
RW
269
RVW Wealth
California
$2M -$116K -7,794 -5%
MML Investors Services
270
MML Investors Services
Massachusetts
$1.98M +$312K +20,550 +19%
MG
271
Mather Group
Illinois
$1.96M – – –
BWL
272
Bogart Wealth LLC
Virginia
$1.94M -$112K -7,410 -5%
MMA
273
Miracle Mile Advisors
California
$1.93M +$36.1K +2,382 +2%
DPI
274
Diversified Portfolios Inc
Michigan
$1.9M -$12.6K -834 -0.7%
WIC
275
Woodmont Investment Counsel
Tennessee
$1.89M – – –
9 10
11
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