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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 %
AFAS
351
Acorn Financial Advisory Services
Virginia
$905K -$151K -11,352 -14%
PIP
352
Peachtree Investment Partners
Florida
$905K -$95.7K -7,212 -10%
NHC
353
Nicholas Hoffman & Company
Georgia
$905K +$80 +6 +0%
CA
354
Callahan Advisors
Texas
$904K -$9.8K -738 -1%
SCP
355
Shorepoint Capital Partners
Massachusetts
$900K -$40.9K -3,084 -4%
DI
356
Diligent Investors
California
$900K -$11.9K -894 -1%
FWM
357
Focused Wealth Management
New York
$900K +$1.83K +138 +0.2%
SAM
358
Smithbridge Asset Management
Pennsylvania
$897K -$1.2K -90 -0.1%
HA
359
Harborview Advisors
Maine
$888K -$2.95K -222 -0.3%
NNP
360
Nachman Norwood & Parrott
South Carolina
$876K -$28.7K -2,166 -3%
TIM
361
Tortoise Investment Management
New York
$869K +$1.91K +144 +0.2%
EAM
362
Evanson Asset Management
California
$868K -$10.6K -798 -1%
KPWS
363
Kestra Private Wealth Services
Texas
$861K +$861K +64,848 New
CFA
364
Carroll Financial Associates
North Carolina
$851K -$34.7K -2,616 -4%
AFP
365
Ausdal Financial Partners
Iowa
$841K +$254K +19,116 +43%
VWA
366
VERITY Wealth Advisors
United States
$828K -$243K -18,342 -23%
CCM
367
Chilton Capital Management
Texas
$823K -$30.5K -2,298 -4%
MIAN
368
Mariner Independent Advisor Network
Kansas
$803K -$283K -21,324 -26%
PA
369
Perennial Advisors
New York
$803K -$38.6K -2,910 -5%
Citigroup
370
Citigroup
New York
$801K +$10.7K +804 +1%
PWM
371
Perigon Wealth Management
California
$796K -$11.7K -882 -1%
PIM
372
Penobscot Investment Management
Massachusetts
$790K +$6.13K +462 +0.8%
CPIG
373
Chicago Partners Investment Group
Illinois
$781K -$99.6K -7,434 -11%
AWA
374
Acorn Wealth Advisors
Michigan
$776K -$50.7K -3,822 -6%
RI
375
Ridgewood Investments
New Jersey
$772K -$5.34K -402 -0.7%
13 14
15
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