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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 %
SWM
476
SVA Wealth Management
Wisconsin
$510K -$6K -396 -1%
WFA
477
West Financial Advisors
Iowa
$510K +$510K +33,624 New
JWM
478
Jeppson Wealth Management
California
$491K +$1.82K +120 +0.4%
CIC
479
Carnegie Investment Counsel
Ohio
$486K -$115K -7,560 -19%
BFC
480
Bedel Financial Consulting
Indiana
$484K -$10.9K -720 -2%
CL
481
Choreo LLC
Illinois
$481K +$80.8K +5,334 +20%
Millennium Management
482
Millennium Management
New York
$479K -$525K -34,632 -52%
CFIA
483
Cantor Fitzgerald Investment Advisors
New York
$476K -$64.2K -4,236 -12%
BFA
484
Beacon Financial Advisory
Ohio
$476K +$476K +31,410 New
OCM
485
One Capital Management
California
$471K -$15K -990 -3%
SAM
486
Summit Asset Management
Tennessee
$469K – – –
VDI
487
Vaughan David Investments
Illinois
$469K +$127K +8,400 +37%
ACM
488
Armbruster Capital Management
New York
$465K -$23.2K -1,530 -5%
CIBC Private Wealth Group
489
CIBC Private Wealth Group
Georgia
$456K -$4.64K -306 -1%
BCM
490
Bowie Capital Management
Texas
$455K – – –
ICG
491
InterOcean Capital Group
Tennessee
$455K +$455K +30,000 New
KPWS
492
Kestra Private Wealth Services
Texas
$452K -$528K -34,950 -54%
AA
493
AF Advisors
California
$446K +$1.82K +120 +0.4%
CFA
494
Cahill Financial Advisors
Minnesota
$444K -$15.9K -1,050 -3%
GC
495
Gilbert & Cook
Iowa
$440K – – –
IF
496
IRON Financial
Illinois
$438K -$3.55K -234 -0.8%
FMP
497
Financial Management Professionals
Texas
$431K +$276K +18,228 +179%
BPM
498
Bowling Portfolio Management
Ohio
$427K +$46.4K +3,060 +12%
ACP
499
Aviance Capital Partners
Florida
$424K – – –
Bank of New York Mellon
500
Bank of New York Mellon
New York
$424K +$25K +1,650 +6%
18 19
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