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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
$47.6M
2
MFRM
Milliman Financial Risk Management
Illinois
$464M
3
HB
Homrich & Berg
Georgia
$81.7M
4
HighTower Advisors
HighTower Advisors
Illinois
$34.7M
5
HCM
Hengehold Capital Management
Ohio
$65.7M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$22.2M
2
Betterment LLC
Betterment LLC
New York
$411M
3
SCM
SCS Capital Management
Massachusetts
$444M
4
PIMG
Patriot Investment Management Group
Tennessee
$7.71M
5
HP
HT Partners
Connecticut
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
276
Baldrige Asset Management
Pennsylvania
$1.89M -$35.6K -2,346 -2%
FAIM
277
Financial Advocates Investment Management
Washington
$1.88M +$197K +13,020 +12%
SMC
278
Smith, Moore & Co
Missouri
$1.86M -$25.6K -1,686 -1%
CI
279
CX Institutional
Indiana
$1.84M -$632K -41,718 -26%
SEEDPG
280
S.E.E.D. Planning Group
New York
$1.84M -$57.1K -3,762 -3%
PWSG
281
Pacific Wealth Strategies Group
California
$1.82M -$2.22M -142,758 -55%
ACM
282
AlphaStar Capital Management
North Carolina
$1.82M -$109K -7,104 -6%
NL
283
NEPC LLC
Massachusetts
$1.81M – – –
NCM
284
Novare Capital Management
North Carolina
$1.81M -$379K -25,002 -17%
MA
285
Modus Advisors
Minnesota
$1.81M -$239K -15,768 -12%
WPA
286
West Paces Advisors
Georgia
$1.77M – – –
SWM
287
Segment Wealth Management
Texas
$1.76M +$1.82K +120 +0.1%
MPM
288
Meritage Portfolio Management
Kansas
$1.7M -$13.9K -918 -0.8%
JPLA
289
Joseph P. Lucia & Associates
New York
$1.7M -$21.1K -1,392 -1%
MS
290
Madden Securities
Texas
$1.66M -$83.3K -5,490 -5%
YIA
291
YHB Investment Advisors
Connecticut
$1.66M +$291K +19,170 +21%
BIA
292
Bigelow Investment Advisors
Maine
$1.65M +$12.6K +828 +0.8%
LCC
293
Lincoln Capital Corp
Rhode Island
$1.63M -$42K -2,772 -3%
PP
294
Palladium Partners
Virginia
$1.61M -$20.9K -1,380 -1%
CFA
295
Capstone Financial Advisors
Illinois
$1.6M +$6.82K +450 +0.4%
SCA
296
STALEY CAPITAL ADVISERS
Pennsylvania
$1.6M -$17.7K -1,164 -1%
SBH
297
Segall Bryant & Hamill
Illinois
$1.59M -$31.1K -2,052 -2%
MSS
298
Mitchell Sinkler & Starr
Pennsylvania
$1.58M +$17K +1,122 +1%
BWM
299
Benchmark Wealth Management
Connecticut
$1.57M – – –
SC
300
Slow Capital
California
$1.56M +$49.9K +3,294 +3%
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