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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 %
AA
326
Ancora Advisors
Ohio
$1.05M +$5.57K +420 +0.5%
DI
327
Disciplined Investments
Oklahoma
$1.04M +$6.29K +474 +0.6%
DSN
328
D. Scott Neal
Kentucky
$1.04M +$2.63K +198 +0.3%
DP
329
Denver PWM
Colorado
$1.03M -$61.4K -4,626 -6%
GWM
330
Gray Wealth Management
Maine
$1.03M -$6.46K -486 -0.6%
SHWM
331
Silicon Hills Wealth Management
Texas
$1.03M -$24K -1,806 -2%
SCM
332
Southport Capital Management
Tennessee
$1.02M – – –
SIC
333
Sigma Investment Counselors
Michigan
$1.01M -$240K -18,048 -19%
NCM
334
Northwest Capital Management
Oregon
$997K +$61.4K +4,626 +7%
RM
335
Resource Management
Louisiana
$993K – – –
CAG
336
Crestwood Advisors Group
Massachusetts
$984K +$133K +10,008 +16%
SCM
337
Seascape Capital Management
New Hampshire
$977K +$40.5K +3,048 +4%
FNBOMD
338
First National Bank of Mount Dora
Florida
$972K – – –
ML
339
McAdam LLC
Pennsylvania
$972K +$17.8K +1,344 +2%
BWM
340
BCS Wealth Management
Tennessee
$956K -$57K -4,296 -6%
EPM
341
Elm Partners Management
Pennsylvania
$949K +$236K +17,790 +33%
HI
342
Hendershot Investments
Virginia
$944K +$6.45K +486 +0.7%
KWM
343
Keebeck Wealth Management
Illinois
$941K – – –
RWRC
344
R.W. Roge & Company
New York
$939K -$43.6K -3,108 -4%
FNC
345
First National Corp
Massachusetts
$933K +$14.7K +27,780 +2%
Renaissance Technologies
346
Renaissance Technologies
New York
$932K +$932K +70,200 New
FT
347
Fiduciary Trust
Massachusetts
$931K -$503K -37,926 -35%
CNFG
348
Creegan & Nassoura Financial Group
New Hampshire
$912K -$7.97K -600 -0.9%
SW
349
SVB Wealth
Massachusetts
$912K +$191K +14,376 +26%
PFA
350
Pure Financial Advisors
California
$907K -$208K -15,696 -19%
12 13
14
15 16