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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.

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
1
Total Investment Management
Arizona
$47.6M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$464M
3
HB
3
Homrich & Berg
Georgia
$81.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$34.7M
5
HCM
5
Hengehold Capital Management
Ohio
$65.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$22.2M
2
Betterment LLC
2
Betterment LLC
New York
$411M
3
SCM
3
SCS Capital Management
Massachusetts
$444M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$7.71M
5
HP
5
HT Partners
Connecticut
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
26
HHM Wealth Advisors
Tennessee
$42M 2,767,140 -34,002 -1%
SFS
27
Summit Financial Strategies
Ohio
$41.8M 2,759,460 -23,340 -0.8%
AAIM
28
Asset Advisors Investment Management
Georgia
$38M 2,502,630 +176,802 +8%
SFG
29
SNS Financial Group
Minnesota
$37.6M 2,481,906 +16,608 +0.7%
FFN
30
Focus Financial Network
Minnesota
$36.5M 2,406,096 +191,364 +9%
Mariner
31
Mariner
Kansas
$35.7M 2,353,806 -17,778 -0.7%
SFC
32
SYM Financial Corp
Indiana
$35.4M 2,331,108 – –
HighTower Advisors
33
HighTower Advisors
Illinois
$34.7M 2,288,040 +817,710 +56%
NSAM
34
North Star Asset Management
Wisconsin
$34.3M 2,260,074 -51,666 -2%
AIP
35
Almanack Investment Partners
Pennsylvania
$33.4M 2,203,812 +27,996 +1%
BP
36
Ballentine Partners
Massachusetts
$32.6M 2,146,860 -64,212 -3%
GAM
37
Gemmer Asset Management
California
$30.6M 2,016,012 -49,650 -2%
FPCG
38
Fort Pitt Capital Group
Pennsylvania
$30.2M 1,989,072 -101,136 -5%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$28.7M 1,893,858 +44,934 +2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$28.1M 1,850,196 +34,554 +2%
FNC
41
First National Corp
Massachusetts
$28M 1,845,012 +86,064 +5%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$27M 1,778,178 -214,932 -11%
Creative Planning
43
Creative Planning
Kansas
$26.7M 1,762,224 -1,458 -0.1%
JWS
44
Juncture Wealth Strategies
Arizona
$26M 1,714,296 +186,174 +12%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$25.6M 1,688,880 +151,632 +10%
PRS
46
Pinkerton Retirement Specialists
Idaho
$25.4M 1,672,116 -219,000 -12%
SA
47
Strategic Advisors
New York
$25.2M 1,629,198 +207,870 +15%
AI
48
Accredited Investors
Minnesota
$24.5M 1,615,440 -121,704 -7%
LFS
49
Legacy Financial Strategies
Kansas
$23.7M 1,563,396 +3,030 +0.2%
MF
50
Manchester Financial
California
$22.9M 1,507,746 +161,448 +12%
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