SCHB icon

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 %
CG
351
Colony Group
Massachusetts
$1.11M -$476K -31,398 -30%
GWM
352
Gray Wealth Management
Maine
$1.11M -$63.6K -4,194 -5%
IAP
353
Indie Asset Partners
Indiana
$1.1M -$91K -6,000 -8%
HI
354
Hendershot Investments
Virginia
$1.09M +$15.5K +1,020 +1%
AFP
355
Ausdal Financial Partners
Iowa
$1.09M +$134K +8,826 +14%
KWM
356
Keebeck Wealth Management
Illinois
$1.08M +$8.1K +534 +0.8%
FVWA
357
Foster Victor Wealth Advisors
South Carolina
$1.08M +$840K +55,440 +355%
FNBOMD
358
First National Bank of Mount Dora
Florida
$1.07M -$36.4K -2,400 -3%
TIA
359
Traphagen Investment Advisors
New Jersey
$1.06M -$559K -36,894 -34%
SW
360
SVB Wealth
Massachusetts
$1.06M +$20K +1,320 +2%
DI
361
Diligent Investors
California
$1.06M +$32.9K +2,172 +3%
SCP
362
Shorepoint Capital Partners
Massachusetts
$1.04M +$14.7K +972 +1%
ML
363
McAdam LLC
Pennsylvania
$1.04M -$89K -5,760 -8%
PIP
364
Peachtree Investment Partners
Florida
$1.04M +$3.55K +234 +0.3%
NHC
365
Nicholas Hoffman & Company
Georgia
$1.03M +$91 +6 +0%
AFAS
366
Acorn Financial Advisory Services
Virginia
$1.03M +$636 +42 +0.1%
CNFG
367
Creegan & Nassoura Financial Group
New Hampshire
$1.03M -$9.1K -600 -0.9%
FWM
368
Focused Wealth Management
New York
$1.03M +$91 +6 +0%
CFA
369
Carroll Financial Associates
North Carolina
$1.02M +$48.5K +3,198 +5%
RPSA
370
Richard P. Slaughter Associates
Texas
$1.02M -$343K -22,626 -25%
RWRC
371
R.W. Roge & Company
New York
$1.01M -$1.37K -90 -0.1%
EAM
372
Evanson Asset Management
California
$998K +$7.28K +480 +0.7%
FT
373
Fiduciary Trust
Massachusetts
$992K -$70.6K -4,662 -7%
AWA
374
Acorn Wealth Advisors
Michigan
$986K +$98.7K +6,504 +11%
PWM
375
Perigon Wealth Management
California
$984K +$74K +4,878 +8%
13 14
15
16 17