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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 %
IFS
451
Ifrah Financial Services
Arkansas
$591K -$5.28K -348 -0.9%
NFG
452
Next Financial Group
Texas
$589K +$153K +10,074 +35%
SCA
453
Stonebridge Capital Advisors
Minnesota
$587K – – –
NS
454
Newman & Schimel
Illinois
$578K +$578K +38,100 New
SFG
455
StrategIQ Financial Group
Indiana
$577K -$110K -7,284 -16%
CAI
456
Capital Advisors Inc
Oklahoma
$566K -$41.6K -2,742 -7%
SHA
457
Seneca House Advisors
Virginia
$566K -$41.3K -2,724 -7%
Lido Advisors
458
Lido Advisors
California
$564K +$206K +13,560 +57%
FWM
459
Frontier Wealth Management
Missouri
$563K -$96.6K -6,378 -15%
SBSB
460
Sullivan, Bruyette, Speros & Blaney
Virginia
$563K +$728 +48 +0.1%
CAN
461
Cetera Advisor Networks
California
$562K -$94.1K -6,198 -14%
GC
462
Garde Capital
Washington
$558K -$76.5K -5,052 -12%
LAM
463
LifePro Asset Management
California
$556K +$556K +36,672 New
MAG
464
Mayfair Advisory Group
Alabama
$555K -$321K -21,174 -37%
IWM
465
IHT Wealth Management
Illinois
$549K +$27.5K +1,812 +5%
TC
466
TownSquare Capital
Utah
$542K +$111K +7,296 +26%
WAM
467
Weatherly Asset Management
California
$539K – – –
MAS
468
Managed Account Services
Florida
$539K +$3.86K +246 +0.7%
S
469
SignatureFD
Georgia
$530K +$49.3K +3,252 +10%
VCM
470
Versant Capital Management
Arizona
$529K -$15.5K -1,026 -3%
CA
471
Cetera Advisors
Colorado
$527K -$120K -7,902 -19%
EFSCE
472
Enterprise Financial Services Corp (EFSC)
Missouri
$524K -$5.1K -336 -1%
CA
473
Claro Advisors
Massachusetts
$515K -$5.82K -384 -1%
PFO
474
Pathstone Family Office
New Jersey
$515K – – –
PWA
475
Physician Wealth Advisors
Utah
$514K -$94.7K -5,910 -16%
17 18
19
20 21