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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 %
NNP
376
Nachman Norwood & Parrott
South Carolina
$982K -$18.6K -1,224 -2%
CA
377
Callahan Advisors
Texas
$971K -$62.4K -4,110 -6%
EWM
378
Evermay Wealth Management
Virginia
$970K -$246K -16,206 -20%
WWP
379
Waypoint Wealth Partners
California
$970K +$970K +63,960 New
Susquehanna International Group
380
Susquehanna International Group
Pennsylvania
$948K -$912K -60,138 -49%
VWA
381
VERITY Wealth Advisors
United States
$947K – – –
HA
382
Harborview Advisors
Maine
$939K -$75.7K -4,992 -7%
CCM
383
Chilton Capital Management
Texas
$935K -$4.55K -300 -0.5%
Citigroup
384
Citigroup
New York
$918K +$3.37K +222 +0.4%
SSWM
385
Smith Salley Wealth Management
North Carolina
$892K +$427K +28,158 +92%
AA
386
Advisory Alpha
Michigan
$885K +$846K +55,758 +2,171%
Cerity Partners
387
Cerity Partners
New York
$881K +$620K +40,914 +238%
TWM
388
Tolleson Wealth Management
Texas
$875K – – –
PA
389
Perennial Advisors
New York
$868K -$48.9K -3,228 -5%
CWS
390
Cypress Wealth Services
California
$868K +$868K +57,252 New
CRC
391
Curi RMB Capital
Illinois
$867K -$5.1K -336 -0.6%
PIM
392
Penobscot Investment Management
Massachusetts
$862K -$41K -2,700 -5%
CTA
393
Chesley Taft & Associates
Illinois
$862K – – –
PFA
394
Pure Financial Advisors
California
$854K -$183K -12,048 -18%
GSAM
395
Grant Street Asset Management
Pennsylvania
$854K +$7.1K +468 +0.8%
AFA
396
Atlanta Financial Associates
Georgia
$849K +$1.64K +108 +0.2%
EWA
397
EP Wealth Advisors
California
$846K +$444K +29,274 +110%
GP
398
Greenline Partners
New York
$840K +$3.46K +228 +0.4%
WWM
399
Windsor Wealth Management
Indiana
$840K +$58.7K +3,870 +8%
PPA
400
Parametric Portfolio Associates
Washington
$840K +$840K +55,392 New
14 15
16
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