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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 %
BI
401
Blooom Inc
Kansas
$829K +$829K +55,032 New
TIM
402
Tortoise Investment Management
New York
$821K -$172K -11,370 -17%
PS
403
Planned Solutions
California
$807K +$5.82K +384 +0.7%
WCM
404
Washburn Capital Management
Florida
$798K -$50.3K -3,318 -6%
AAP
405
Arax Advisory Partners
Colorado
$794K -$35.9K -2,370 -4%
TCM
406
Twele Capital Management
Minnesota
$790K -$41.4K -2,730 -5%
G
407
Gainplan
Michigan
$779K -$11.9K -786 -2%
ODIJL
408
One Day In July LLC
Vermont
$778K +$334K +22,026 +75%
DSAM
409
Dock Street Asset Management
Florida
$772K -$31.3K -2,064 -4%
RI
410
Ridgewood Investments
New Jersey
$772K – – –
GI
411
GS Investments
Minnesota
$762K +$762K +50,262 New
DADC
412
D.A. Davidson & Co
Montana
$760K – – –
SAF
413
Smith Anglin Financial
Texas
$758K +$758K +49,968 New
BF
414
Blankinship & Foster
California
$751K +$910 +60 +0.1%
SFSIG
415
San Francisco Sentry Investment Group
California
$744K +$37.8K +2,490 +5%
SGCA
416
Steel Grove Capital Advisors
Tennessee
$740K – – –
FG
417
Foster Group
Iowa
$731K +$731K +48,324 New
PP
418
Pegasus Partners
Wisconsin
$727K – – –
PIA
419
Pinion Investment Advisors
Kansas
$726K -$6.73K -444 -0.9%
NRI
420
NFP Retirement Inc
California
$719K -$65.1K -4,296 -8%
RCA
421
Rowland Carmichael Advisors
Arizona
$717K +$364 +24 +0.1%
MWM
422
Merriman Wealth Management
Washington
$714K -$987K -65,022 -58%
BWM
423
Blossom Wealth Management
California
$709K +$709K +46,770 New
VWA
424
V Wealth Advisors
Kansas
$707K +$707K +46,620 New
VPIM
425
Vanguard Personalized Indexing Management
California
$692K +$293K +19,350 +74%
15 16
17
18 19