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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 %
AWM
501
Altus Wealth Management
Kentucky
$275K +$24.9K +1,878 +10%
MFT
502
Moisand Fitzgerald Tamayo
Florida
$274K +$11K +828 +4%
AAS
503
Avantax Advisory Services
Texas
$274K +$274K +20,742 New
PAS
504
Partnervest Advisory Services
California
$270K +$8.85K +666 +3%
RHBC
505
R.H. Bluestein & Co
Michigan
$263K – – –
PSF
506
Pacific Sun Financial
California
$262K – – –
JC
507
Jacobs & Co
California
$257K – – –
RPA
508
Rock Point Advisors
Vermont
$256K -$61.4K -4,620 -19%
FAAS
509
First Allied Advisory Services
California
$256K +$10K +756 +4%
CFG
510
Capstone Financial Group
Oklahoma
$255K -$15K -1,122 -6%
OWM
511
Orgel Wealth Management
Wisconsin
$255K – – –
FRA
512
Front Row Advisors
California
$255K – – –
TW
513
Transform Wealth
Colorado
$251K -$63.3K -4,770 -20%
SFG
514
SevenBridge Financial Group
Pennsylvania
$250K -$16.8K -1,260 -6%
PB
515
Pinnacle Bancorp
Nebraska
$249K – – –
ECM
516
Evergreen Capital Management
Washington
$245K +$1.99K +150 +0.8%
LIM
517
Loudon Investment Management
New Hampshire
$242K +$1.66K +180 +0.7%
IWC
518
Integrated Wealth Concepts
Massachusetts
$239K +$1.43K +108 +0.6%
RC
519
Rovin Capital
Arizona
$239K +$8.6K +648 +4%
WAP
520
Wealthcare Advisory Partners
Pennsylvania
$238K -$558 -42 -0.2%
LFA
521
Lighthouse Financial Advisors
Maryland
$238K +$1.43K +108 +0.6%
SCM
522
Schnieders Capital Management
California
$234K -$11.8K -888 -5%
CAM
523
Cubic Asset Management
Massachusetts
$234K +$234K +17,610 New
SFP
524
Shepherd Financial Partners
Massachusetts
$233K +$1.91K +144 +0.8%
CP
525
Corbenic Partners
Pennsylvania
$232K -$189K -14,178 -45%
19 20
21
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