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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 %
SC
301
Slow Capital
California
$1.32M +$1.32M +99,726 New
AMG
302
Asset Management Group
Connecticut
$1.32M +$8.76K +660 +0.7%
WPIC
303
White Pine Investment Company
Michigan
$1.3M -$103K -7,788 -7%
EWM
304
Empirical Wealth Management
Washington
$1.3M +$102K +7,704 +9%
BWP
305
BSW Wealth Partners
Colorado
$1.29M -$26.9K -2,028 -2%
FWP
306
FAS Wealth Partners
Kansas
$1.26M -$205K -15,432 -14%
WWM
307
Western Wealth Management
Colorado
$1.23M -$50.6K -3,810 -4%
SHJ
308
Sharkey, Howes & Javer
Colorado
$1.22M -$76K -5,724 -6%
ECG
309
Edge Capital Group
Georgia
$1.21M -$240K -18,096 -17%
GCA
310
Gradient Capital Advisors
California
$1.21M -$44.1K -3,324 -4%
YIA
311
YHB Investment Advisors
Connecticut
$1.19M +$1.19M +89,952 New
RPSA
312
Richard P. Slaughter Associates
Texas
$1.19M -$204K -15,402 -15%
TYCC
313
Texas Yale Capital Corp
Florida
$1.18M – – –
EI
314
Ellevest Inc
New York
$1.18M +$32.1K +2,418 +3%
V
315
Veritable
Delaware
$1.17M +$558 +42 +0%
SCM
316
SOL Capital Management
Maryland
$1.17M +$42.5K +3,198 +4%
DAS
317
Dynamic Advisor Solutions
Arizona
$1.17M +$180K +13,584 +18%
PA
318
Pinnacle Associates
New York
$1.16M +$78.6K +5,922 +7%
FWM
319
Filbrandt Wealth Management
Wisconsin
$1.16M -$114K -8,568 -9%
LWAC
320
Laurel Wealth Advisors (California)
California
$1.11M -$13.5K -1,014 -1%
CIA
321
Compass Ion Advisors
Pennsylvania
$1.09M +$4.14K +312 +0.4%
SAM
322
S.A. Mason
Michigan
$1.09M -$9.56K -720 -0.9%
WCM
323
Weik Capital Management
Pennsylvania
$1.08M -$65.7K -4,950 -6%
EWM
324
Evermay Wealth Management
Virginia
$1.06M +$4.06K +306 +0.4%
IAP
325
Indie Asset Partners
Indiana
$1.05M +$4.46K +336 +0.4%
11 12
13
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