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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
$69.1M
2
AP
Agilis Partners
Massachusetts
$52.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
$731M
4
HCM
Hengehold Capital Management
Ohio
$50.3M
5
EP
Eudaimonia Partners
Tennessee
$4.74M

Top Sellers

1
TI
tru Independence
Oregon
$6.55M
2
TIM
Total Investment Management
Arizona
$2.43M
3
Betterment LLC
Betterment LLC
New York
$384M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
5
BFA
Beaumont Financial Advisors
Massachusetts
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
COF
426
Capital One Financial
Virginia
$523K -$410K -30,858 -44%
IFS
427
Ifrah Financial Services
Arkansas
$522K -$18.4K -1,386 -3%
SPFA
428
Summit Place Financial Advisors
New Jersey
$517K +$517K +38,976 New
GG
429
Gofen & Glossberg
Illinois
$515K – – –
SCA
430
Stonebridge Capital Advisors
Minnesota
$514K – – –
PFA
431
Pinnacle Family Advisors
Missouri
$512K -$56.2K -4,236 -10%
FNBT
432
FineMark National Bank & Trust
Florida
$506K +$4.54K +342 +0.9%
APA
433
American Portfolios Advisors
New York
$503K +$34.7K +2,616 +7%
PWA
434
Physician Wealth Advisors
Utah
$500K -$44.3K -3,366 -8%
NA
435
NewEdge Advisors
Louisiana
$498K -$18.6K -1,398 -4%
SBSB
436
Sullivan, Bruyette, Speros & Blaney
Virginia
$492K -$4.22K -318 -0.9%
VCM
437
Vigilant Capital Management
Maine
$481K -$5.98K -450 -1%
VCM
438
Versant Capital Management
Arizona
$477K -$33.9K -2,556 -7%
WAM
439
Weatherly Asset Management
California
$472K -$42.2K -3,180 -8%
AWA
440
Arkadios Wealth Advisors
Georgia
$472K -$73.8K -5,334 -14%
MAS
441
Managed Account Services
Florida
$470K -$65.4K -4,746 -12%
EFSCE
442
Enterprise Financial Services Corp (EFSC)
Missouri
$463K +$1.99K +150 +0.4%
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$459K -$955 -72 -0.2%
IWM
444
IHT Wealth Management
Illinois
$456K +$48.7K +3,672 +12%
CA
445
Claro Advisors
Massachusetts
$456K +$456K +34,344 New
SWM
446
SVA Wealth Management
Wisconsin
$452K -$348K -26,232 -44%
PFO
447
Pathstone Family Office
New Jersey
$451K +$451K +33,990 New
CFIA
448
Cantor Fitzgerald Investment Advisors
New York
$436K – – –
BFC
449
Bedel Financial Consulting
Indiana
$434K +$5.5K +414 +1%
JWM
450
Jeppson Wealth Management
California
$428K +$428K +32,250 New
16 17
18
19 20