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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$22.2M
2
Betterment LLC
Betterment LLC
New York
$411M
3
SCM
SCS Capital Management
Massachusetts
$444M
4
PIMG
Patriot Investment Management Group
Tennessee
$7.71M
5
HP
HT Partners
Connecticut
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
501
KeyBank National Association
Ohio
$422K -$5.91K -390 -1%
ARMC
502
American Research & Management Company
Massachusetts
$405K – – –
APP
503
Avantax Planning Partners
Iowa
$403K -$4K -264 -1%
Stifel Financial
504
Stifel Financial
Missouri
$402K -$36.1K -2,376 -8%
I2I
505
Insight 2811 Inc
Illinois
$402K +$402K +26,484 New
LWMT
506
Legacy Wealth Management (Tennessee)
Tennessee
$393K +$37.9K +2,496 +11%
RF
507
Rollins Financial
Georgia
$388K +$388K +25,590 New
RWA
508
River Wealth Advisors
Pennsylvania
$387K -$20.7K -1,368 -5%
SWA
509
Sightline Wealth Advisors
Connecticut
$374K +$374K +24,630 New
MAM
510
Mastrapasqua Asset Management
Tennessee
$370K -$5.46K -360 -1%
PFS
511
Prospera Financial Services
Texas
$369K +$369K +24,348 New
MWM
512
Mission Wealth Management
California
$366K +$366K +24,132 New
NEGWA
513
New England Guild Wealth Advisors
Connecticut
$363K – – –
KBFS
514
Kohmann Bosshard Financial Services
Ohio
$355K -$62.7K -4,140 -15%
AMIM
515
Aull & Monroe Investment Management
Alabama
$355K +$2.82K +186 +0.8%
GC
516
Grimes & Company
Massachusetts
$355K +$29.4K +1,938 +9%
CAL
517
Capital Advisors Ltd
Ohio
$344K +$12.8K +846 +4%
SSI
518
Scott & Selber Inc
Texas
$343K -$36.1K -2,382 -10%
SPC
519
Sigma Planning Corp
Michigan
$339K +$339K +22,320 New
JIC
520
Joel Isaacson & Co
New York
$335K -$13.7K -906 -4%
BP
521
Broadleaf Partners
Ohio
$335K +$818 +54 +0.2%
AIM
522
Anchor Investment Management
South Carolina
$333K +$1.37K +90 +0.4%
LAIC
523
Lederer & Associates Investment Counsel
California
$333K -$25.6K -1,686 -7%
LNC
524
Lincoln National Corp
Pennsylvania
$328K +$328K +21,642 New
AF
525
Allworth Financial
California
$326K – – –
19 20
21
22 23