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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.

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
1
JBJ Investment Partners
South Carolina
$69.1M
2
AP
2
Agilis Partners
Massachusetts
$52.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$731M
4
HCM
4
Hengehold Capital Management
Ohio
$50.3M
5
EP
5
Eudaimonia Partners
Tennessee
$4.74M

Top Sellers

1
TI
1
tru Independence
Oregon
$6.55M
2
TIM
2
Total Investment Management
Arizona
$2.43M
3
Betterment LLC
3
Betterment LLC
New York
$384M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Summit Financial Strategies
Ohio
$36.9M -$762K -57,426 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$36.2M +$1.04M +78,222 +3%
KFA
28
Kays Financial Advisory
Georgia
$36.1M +$542K +40,866 +2%
SFG
29
SNS Financial Group
Minnesota
$32.7M +$59.3K +4,470 +0.2%
Mariner
30
Mariner
Kansas
$31.5M +$715K +53,904 +2%
SFC
31
SYM Financial Corp
Indiana
$30.9M -$1.06M -79,842 -3%
AAIM
32
Asset Advisors Investment Management
Georgia
$30.9M -$488K -36,738 -2%
AIP
33
Almanack Investment Partners
Pennsylvania
$30.7M +$1.81M +128,244 +6%
NSAM
34
North Star Asset Management
Wisconsin
$30.7M -$317K -23,868 -1%
FFN
35
Focus Financial Network
Minnesota
$29.4M +$4.22M +318,162 +17%
BP
36
Ballentine Partners
Massachusetts
$29.3M +$955K +71,964 +3%
FPCG
37
Fort Pitt Capital Group
Pennsylvania
$27.7M -$3.79M -285,504 -12%
GAM
38
Gemmer Asset Management
California
$27.4M -$541K -40,782 -2%
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$26.5M -$5.61M -422,364 -17%
PRS
40
Pinkerton Retirement Specialists
Idaho
$25.1M -$2.53M -190,440 -9%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$24.8M -$8.56M -638,808 -26%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$24.1M -$12.3M -928,836 -34%
Creative Planning
43
Creative Planning
Kansas
$23.4M +$3.47M +261,438 +17%
AI
44
Accredited Investors
Minnesota
$23.1M -$11.4M -859,674 -33%
PIMG
45
Patriot Investment Management Group
Tennessee
$23M -$305K -22,986 -1%
CCA
46
Cobblestone Capital Advisors
New York
$20.9M -$4.28M -322,254 -17%
LFS
47
Legacy Financial Strategies
Kansas
$20.7M -$341K -25,704 -2%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$20.4M +$41.9K +3,156 +0.2%
JWS
49
Juncture Wealth Strategies
Arizona
$20.3M -$640K -48,198 -3%
MAS
50
Madden Advisory Services
Florida
$20M -$6.13K -462 -0%
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