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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 %
CAM
301
Carret Asset Management
New York
$1.55M +$4.55K +300 +0.3%
TF
302
TIAA FSB
Florida
$1.55M +$1.55M +102,132 New
CIA
303
Compass Ion Advisors
Pennsylvania
$1.51M +$264K +17,418 +21%
PAMG
304
Patton Albertson Miller Group
Tennessee
$1.5M -$310K -19,230 -17%
Ameriprise
305
Ameriprise
Minnesota
$1.5M -$124K -8,184 -8%
GA
306
Gateway Advisory
New Jersey
$1.49M -$92.2K -6,078 -6%
EWM
307
Empirical Wealth Management
Washington
$1.49M +$1.18K +78 +0.1%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$1.47M – – –
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$1.46M -$145K -9,582 -9%
BWP
310
BSW Wealth Partners
Colorado
$1.46M -$11.8K -780 -0.8%
AMG
311
Asset Management Group
Connecticut
$1.46M -$56.3K -3,714 -4%
QCG
312
Quadrant Capital Group
Ohio
$1.45M -$305K -20,088 -17%
FI
313
FormulaFolio Investments
Michigan
$1.45M -$409K -26,982 -22%
RG
314
Retirement Group
California
$1.44M -$95.1K -6,270 -6%
SIC
315
Sigma Investment Counselors
Michigan
$1.4M +$246K +16,200 +21%
WPIC
316
White Pine Investment Company
Michigan
$1.4M -$88.5K -5,832 -6%
WCM
317
Weik Capital Management
Pennsylvania
$1.39M +$153K +10,080 +12%
ECG
318
Edge Capital Group
Georgia
$1.38M +$5.37K +354 +0.4%
GCA
319
Gradient Capital Advisors
California
$1.36M -$18.3K -1,206 -1%
PA
320
Pinnacle Associates
New York
$1.36M +$27.6K +1,818 +2%
CAG
321
Compass Advisory Group
New York
$1.36M +$1.36M +89,394 New
WWM
322
Western Wealth Management
Colorado
$1.36M -$50.2K -3,312 -4%
TYCC
323
Texas Yale Capital Corp
Florida
$1.35M – – –
V
324
Veritable
Delaware
$1.34M +$364 +24 +0%
BWM
325
BCS Wealth Management
Tennessee
$1.34M +$246K +16,200 +23%
11 12
13
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