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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 %
DAS
326
Dynamic Advisor Solutions
Arizona
$1.33M -$7.46K -492 -0.6%
SCM
327
SOL Capital Management
Maryland
$1.33M -$13.4K -882 -1%
EI
328
Ellevest Inc
New York
$1.33M -$23.2K -1,530 -2%
Thrivent Financial for Lutherans
329
Thrivent Financial for Lutherans
Minnesota
$1.32M -$88.7K -1,032 -6%
FWP
330
Firethorn Wealth Partners
Georgia
$1.32M +$1.32M +86,790 New
FWM
331
Filbrandt Wealth Management
Wisconsin
$1.31M -$11.5K -756 -0.9%
SHJ
332
Sharkey, Howes & Javer
Colorado
$1.28M -$108K -7,146 -8%
LWAC
333
Laurel Wealth Advisors (California)
California
$1.27M +$3.55K +234 +0.3%
OPWM
334
Oakwell Private Wealth Management
Texas
$1.26M +$1.26M +83,172 New
LWM
335
Laidlaw Wealth Management
New York
$1.26M +$1.26M +83,046 New
ECM
336
Exchange Capital Management
Michigan
$1.26M -$280K -18,486 -18%
SAM
337
S.A. Mason
Michigan
$1.26M +$11.4K +750 +0.9%
ATC
338
Argent Trust Co
Tennessee
$1.25M +$637K +42,000 +103%
FWP
339
FAS Wealth Partners
Kansas
$1.23M -$214K -14,082 -15%
AA
340
Ancora Advisors
Ohio
$1.22M +$27.8K +1,836 +2%
SCM
341
Seascape Capital Management
New Hampshire
$1.2M +$83.5K +5,502 +7%
DI
342
Disciplined Investments
Oklahoma
$1.2M +$4.82K +318 +0.4%
DSN
343
D. Scott Neal
Kentucky
$1.16M -$25.4K -1,674 -2%
SHWM
344
Silicon Hills Wealth Management
Texas
$1.14M -$27.9K -1,842 -2%
NCM
345
Northwest Capital Management
Oregon
$1.14M – – –
RM
346
Resource Management
Louisiana
$1.14M – – –
CAG
347
Crestwood Advisors Group
Massachusetts
$1.13M +$7.56K +498 +0.7%
SAM
348
Smithbridge Asset Management
Pennsylvania
$1.13M +$102K +6,756 +10%
SCM
349
Southport Capital Management
Tennessee
$1.12M -$38K -2,508 -3%
DP
350
Denver PWM
Colorado
$1.12M -$48.9K -3,270 -4%
12 13
14
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