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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 %
ACM
451
Armbruster Capital Management
New York
$427K +$48.3K +3,642 +13%
OCM
452
One Capital Management
California
$426K -$108K -8,130 -20%
BFA
453
Beaumont Financial Advisors
Massachusetts
$422K -$18M -1,357,656 -98%
S
454
SignatureFD
Georgia
$420K -$9.07K -684 -2%
SAM
455
Summit Asset Management
Tennessee
$410K – – –
SSWM
456
Smith Salley Wealth Management
North Carolina
$407K – – –
CFA
457
Cahill Financial Advisors
Minnesota
$403K +$2.15K +162 +0.5%
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$403K +$403K +30,354 New
BCM
459
Bowie Capital Management
Texas
$398K – – –
AA
460
AF Advisors
California
$390K – – –
ODIJL
461
One Day In July LLC
Vermont
$389K – – –
IF
462
IRON Financial
Illinois
$387K +$5.58K +420 +1%
GC
463
Gilbert & Cook
Iowa
$385K – – –
Stifel Financial
464
Stifel Financial
Missouri
$383K -$68.2K -5,142 -15%
NFG
465
Next Financial Group
Texas
$382K +$17.7K +1,332 +5%
TC
466
TownSquare Capital
Utah
$380K – – –
KeyBank National Association
467
KeyBank National Association
Ohio
$375K -$31.7K -2,388 -8%
ACP
468
Aviance Capital Partners
Florida
$371K – – –
KBFS
469
Kohmann Bosshard Financial Services
Ohio
$366K +$57.5K +4,332 +19%
RWA
470
River Wealth Advisors
Pennsylvania
$357K -$33.7K -2,538 -9%
APP
471
Avantax Planning Partners
Iowa
$356K -$29.9K -2,256 -8%
ARMC
472
American Research & Management Company
Massachusetts
$354K – – –
EWA
473
EP Wealth Advisors
California
$352K -$153K -11,514 -30%
CL
474
Choreo LLC
Illinois
$350K -$143K -10,770 -29%
Bank of New York Mellon
475
Bank of New York Mellon
New York
$349K -$167K -12,606 -32%
17 18
19
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