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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 %
TC
426
Tatro Capital
Kentucky
$679K -$18.1K -1,194 -3%
ECG
427
EPIQ Capital Group
California
$676K +$2.73K +180 +0.4%
CCM
428
Carlson Capital Management
Minnesota
$670K +$1.68K +108 +0.3%
MA
429
MCF Advisors
Kentucky
$668K – – –
CWM
430
Cranbrook Wealth Management
Michigan
$640K – – –
EGWAG
431
Elwood & Goetz Wealth Advisory Group
Georgia
$637K -$10.9K -720 -2%
GT
432
Glenmede Trust
Pennsylvania
$636K – – –
SPFA
433
Summit Place Financial Advisors
New Jersey
$635K +$43.7K +2,880 +7%
MIA
434
MainStreet Investment Advisors
Illinois
$632K – – –
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$632K – – –
GRP
436
Global Retirement Partners
California
$632K +$12K +792 +2%
TAM
437
Townsend Asset Management
North Carolina
$630K +$5.55K +366 +0.9%
LIG
438
Lokken Investment Group
Delaware
$628K +$628K +41,382 New
LW
439
Linscomb Wealth
Texas
$627K -$43.3K -2,856 -6%
HIC
440
Holderness Investments Company
North Carolina
$625K -$34K -2,238 -5%
FNBT
441
FineMark National Bank & Trust
Florida
$616K +$38.5K +2,538 +7%
WCM
442
WealthBridge Capital Management
Ohio
$614K -$24.9K -1,644 -4%
GG
443
Gofen & Glossberg
Illinois
$614K +$25.4K +1,674 +4%
PFA
444
Pinnacle Family Advisors
Missouri
$610K +$25.1K +1,656 +4%
NCMW
445
Northern Capital Management (Washington)
Washington
$605K +$605K +39,900 New
GMA
446
Goldstein Munger & Associates
California
$604K -$2.09K -138 -0.3%
William Blair & Company
447
William Blair & Company
Illinois
$599K -$40.7K -2,682 -6%
EPM
448
Elm Partners Management
Pennsylvania
$598K -$486K -32,040 -45%
NA
449
NewEdge Advisors
Louisiana
$593K +$23.9K +1,572 +4%
CWM
450
Cabot Wealth Management
Massachusetts
$591K -$69.2K -4,566 -10%
16 17
18
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