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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
1
JBJ Investment Partners
South Carolina
$69.1M
2
AP
2
Agilis Partners
Massachusetts
$52.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$731M
4
HCM
4
Hengehold Capital Management
Ohio
$50.3M
5
EP
5
Eudaimonia Partners
Tennessee
$4.74M

Top Sellers

1
TI
1
tru Independence
Oregon
$6.55M
2
TIM
2
Total Investment Management
Arizona
$2.43M
3
Betterment LLC
3
Betterment LLC
New York
$384M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
526
Graves Light Lenhart Wealth
Virginia
$231K +$1.12K +84 +0.5%
APSP
527
Asset Planning Services (Pennsylvania)
Pennsylvania
$230K -$2.24K -168 -1%
PAM
528
Premier Asset Management
Illinois
$230K – – –
HPWM
529
Highland Private Wealth Management
Washington
$229K – – –
WA
530
Wealth Architects
California
$228K +$159 +12 +0.1%
Cerity Partners
531
Cerity Partners
New York
$228K +$228K +17,178 New
QCMNJ
532
Quantum Capital Management (New Jersey)
New Jersey
$227K -$18.5K -1,392 -8%
BWA
533
Burt Wealth Advisors
Maryland
$222K – – –
DY
534
Dowling & Yahnke
California
$220K -$34.5K -2,604 -14%
Fifth Third Bancorp
535
Fifth Third Bancorp
Ohio
$217K – – –
Thrivent Financial for Lutherans
536
Thrivent Financial for Lutherans
Minnesota
$217K +$217K +16,350 New
AWM
537
AE Wealth Management
Kansas
$214K +$214K +16,110 New
PA
538
Paracle Advisors
Washington
$213K +$213K +16,098 New
BWA
539
BlueSky Wealth Advisors
North Carolina
$211K +$211K +15,090 New
CCP
540
Clarkston Capital Partners
Michigan
$210K +$2.79K +210 +1%
EH
541
Equitable Holdings
New York
$208K +$208K +15,654 New
OFW
542
Omnia Family Wealth
Florida
$207K +$207K +15,600 New
FVWA
543
Foster Victor Wealth Advisors
South Carolina
$207K +$207K +15,612 New
HWA
544
Heritage Wealth Advisors
Virginia
$206K – – –
RFA
545
Reilly Financial Advisors
California
$206K – – –
FM
546
Foster & Motley
Ohio
$206K +$206K +15,486 New
WTC
547
WhitTier Trust Company
Nevada
$204K – – –
AFA
548
American Financial Advisors
Georgia
$204K +$204K +15,378 New
HI
549
Human Investing
Oregon
$202K -$34.2K -2,580 -14%
OIA
550
Optimum Investment Advisors
Illinois
$202K – – –
20 21
22
23 24