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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 %
VPIM
476
Vanguard Personalized Indexing Management
California
$349K +$349K +26,274 New
MGIA
477
Moneta Group Investment Advisors
Missouri
$337K +$85.5K +6,444 +34%
BPM
478
Bowling Portfolio Management
Ohio
$333K -$311K -23,388 -48%
SSI
479
Scott & Selber Inc
Texas
$332K +$15.2K +1,146 +5%
MAM
480
Mastrapasqua Asset Management
Tennessee
$329K +$1.6K +120 +0.5%
NEGWA
481
New England Guild Wealth Advisors
Connecticut
$318K -$3.35K -252 -1%
LAIC
482
Lederer & Associates Investment Counsel
California
$314K -$625K -47,010 -67%
Lido Advisors
483
Lido Advisors
California
$314K +$314K +23,634 New
LWMT
484
Legacy Wealth Management (Tennessee)
Tennessee
$311K -$20K -1,506 -6%
AMIM
485
Aull & Monroe Investment Management
Alabama
$308K -$3.19K -240 -1%
JIC
486
Joel Isaacson & Co
New York
$305K +$1.83K +138 +0.6%
JWCA
487
J.W. Cole Advisors
Florida
$305K +$305K +22,998 New
VDI
488
Vaughan David Investments
Illinois
$299K – – –
BP
489
Broadleaf Partners
Ohio
$293K +$5.34K +402 +2%
AAS
490
Annex Advisory Services
Wisconsin
$292K -$93.1K -7,014 -24%
AIM
491
Anchor Investment Management
South Carolina
$291K +$11.2K +840 +4%
MCM
492
Mengis Capital Management
Oregon
$290K -$2.39K -180 -0.8%
CAL
493
Capital Advisors Ltd
Ohio
$290K – – –
TFS
494
TrustCore Financial Services
Tennessee
$287K -$23.3K -1,758 -8%
GC
495
Grimes & Company
Massachusetts
$285K +$159 +12 +0.1%
AF
496
Allworth Financial
California
$285K +$796 +60 +0.3%
CF
497
Centaurus Financial
California
$283K -$43.9K -3,306 -13%
PAM
498
Private Asset Management
California
$283K +$66.3K +5,004 +31%
RCAG
499
Rehmann Capital Advisory Group
Michigan
$282K – – –
FCIM
500
Fairview Capital Investment Management
California
$280K -$1.99K -150 -0.7%
18 19
20
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