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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 %
PIA
401
Pinion Investment Advisors
Kansas
$592K – – –
ECG
402
EPIQ Capital Group
California
$589K +$3.66K +276 +0.6%
LW
403
Linscomb Wealth
Texas
$587K +$115K +8,652 +24%
MA
404
MCF Advisors
Kentucky
$585K -$210K -15,834 -26%
CWM
405
Cabot Wealth Management
Massachusetts
$578K -$59.3K -4,470 -9%
FWM
406
Frontier Wealth Management
Missouri
$578K -$5.42K -408 -0.9%
HIC
407
Holderness Investments Company
North Carolina
$576K -$11.9K -894 -2%
CAN
408
Cetera Advisor Networks
California
$574K -$21.3K -1,602 -4%
CCM
409
Carlson Capital Management
Minnesota
$571K -$11.7K -882 -2%
EGWAG
410
Elwood & Goetz Wealth Advisory Group
Georgia
$567K -$41.8K -3,150 -7%
CA
411
Cetera Advisors
Colorado
$566K -$5.41K -408 -0.9%
CWM
412
Cranbrook Wealth Management
Michigan
$560K – – –
William Blair & Company
413
William Blair & Company
Illinois
$560K +$13.3K +1,002 +2%
WCM
414
WealthBridge Capital Management
Ohio
$559K -$4.62K -348 -0.8%
GT
415
Glenmede Trust
Pennsylvania
$557K – – –
GC
416
Garde Capital
Washington
$556K -$37K -2,790 -6%
MIA
417
MainStreet Investment Advisors
Illinois
$553K – – –
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$553K – – –
TAM
419
Townsend Asset Management
North Carolina
$546K -$35.9K -2,706 -6%
GRP
420
Global Retirement Partners
California
$543K +$35.5K +2,670 +7%
ATC
421
Argent Trust Co
Tennessee
$539K – – –
CAI
422
Capital Advisors Inc
Oklahoma
$532K -$6.13K -462 -1%
SHA
423
Seneca House Advisors
Virginia
$531K -$5.73K -432 -1%
GMA
424
Goldstein Munger & Associates
California
$530K -$4.62K -348 -0.9%
CIC
425
Carnegie Investment Counsel
Ohio
$526K +$94.5K +7,122 +22%
15 16
17
18 19