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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 %
MAG
376
Mayfair Advisory Group
Alabama
$766K -$140K -10,572 -15%
TWM
377
Tolleson Wealth Management
Texas
$766K -$18.1K -1,362 -2%
CRC
378
Curi RMB Capital
Illinois
$763K -$147K -11,058 -16%
CTA
379
Chesley Taft & Associates
Illinois
$755K +$6.38K +480 +0.9%
WCM
380
Washburn Capital Management
Florida
$742K -$528K -39,792 -42%
AFA
381
Atlanta Financial Associates
Georgia
$742K +$1.51K +114 +0.2%
GSAM
382
Grant Street Asset Management
Pennsylvania
$741K -$478 -36 -0.1%
GP
383
Greenline Partners
New York
$732K +$4.46K +336 +0.6%
TCM
384
Twele Capital Management
Minnesota
$728K +$1.43K +108 +0.2%
AAP
385
Arax Advisory Partners
Colorado
$726K -$7.24K -546 -1%
DSAM
386
Dock Street Asset Management
Florida
$703K -$496K -37,368 -41%
PS
387
Planned Solutions
California
$701K +$701K +52,842 New
WWM
388
Windsor Wealth Management
Indiana
$697K +$14.7K +1,086 +2%
G
389
Gainplan
Michigan
$692K -$20.9K -1,578 -3%
NRI
390
NFP Retirement Inc
California
$686K -$53.8K -4,056 -7%
DADC
391
D.A. Davidson & Co
Montana
$665K – – –
BF
392
Blankinship & Foster
California
$657K -$10K -756 -2%
SGCA
393
Steel Grove Capital Advisors
Tennessee
$648K – – –
SIAS
394
Shine Investment Advisory Services
Colorado
$639K -$94.4K -7,116 -13%
PP
395
Pegasus Partners
Wisconsin
$636K – – –
RCA
396
Rowland Carmichael Advisors
Arizona
$627K +$102K +7,704 +19%
NDSI
397
Newman Dignan & Sheerar Inc
Rhode Island
$620K +$4.78K +360 +0.8%
SFSIG
398
San Francisco Sentry Investment Group
California
$618K -$53.8K -4,050 -8%
TC
399
Tatro Capital
Kentucky
$610K +$28.3K +2,136 +5%
SFG
400
StrategIQ Financial Group
Indiana
$602K -$33.4K -2,514 -5%
14 15
16
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