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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 %
PAMG
276
Patton Albertson Miller Group
Tennessee
$1.49M -$108K -8,130 -7%
Citadel Advisors
277
Citadel Advisors
Florida
$1.49M -$9.26M -697,446 -86%
MWM
278
Merriman Wealth Management
Washington
$1.49M -$9K -678 -0.6%
FAIM
279
Financial Advocates Investment Management
Washington
$1.47M -$7.73K -582 -0.5%
LCC
280
Lincoln Capital Corp
Rhode Island
$1.47M -$60K -4,518 -4%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$1.47M – – –
TI
282
Trexquant Investment
Connecticut
$1.47M +$104K +7,866 +8%
MML Investors Services
283
MML Investors Services
Massachusetts
$1.46M +$550K +41,466 +61%
BIA
284
Bigelow Investment Advisors
Maine
$1.44M -$226K -17,028 -14%
PP
285
Palladium Partners
Virginia
$1.43M -$171K -12,912 -11%
Ameriprise
286
Ameriprise
Minnesota
$1.43M -$2.3M -173,604 -62%
SBH
287
Segall Bryant & Hamill
Illinois
$1.42M -$126K -9,438 -8%
TIA
288
Traphagen Investment Advisors
New Jersey
$1.42M +$24.1K +1,818 +2%
SCA
289
STALEY CAPITAL ADVISERS
Pennsylvania
$1.42M -$182K -13,740 -11%
Northern Trust
290
Northern Trust
Illinois
$1.41M +$836K +63,012 +146%
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$1.4M +$174K +13,092 +14%
KAS
292
Kestra Advisory Services
Texas
$1.4M +$1.4M +105,498 New
CFA
293
Capstone Financial Advisors
Illinois
$1.4M -$3.27K -246 -0.2%
CG
294
Colony Group
Massachusetts
$1.39M -$46K -3,468 -3%
GA
295
Gateway Advisory
New Jersey
$1.39M – – –
BWM
296
Benchmark Wealth Management
Connecticut
$1.37M – – –
MSS
297
Mitchell Sinkler & Starr
Pennsylvania
$1.36M +$1.59K +120 +0.1%
CAM
298
Carret Asset Management
New York
$1.35M +$7.33K +552 +0.5%
ECM
299
Exchange Capital Management
Michigan
$1.35M -$67.7K -5,100 -5%
RG
300
Retirement Group
California
$1.34M -$32.2K -2,424 -2%
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