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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 %
Cetera Investment Advisers
526
Cetera Investment Advisers
Illinois
$325K +$325K +21,408 New
AC
527
Abbrea Capital
California
$325K +$325K +21,438 New
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$322K -$203K -13,374 -39%
RCAG
529
Rehmann Capital Advisory Group
Michigan
$322K – – –
FCIM
530
Fairview Capital Investment Management
California
$320K – – –
MGIA
531
Moneta Group Investment Advisors
Missouri
$316K -$69.1K -4,554 -18%
MCM
532
Mengis Capital Management
Oregon
$315K -$16.5K -1,092 -5%
AWM
533
Altus Wealth Management
Kentucky
$315K +$728 +48 +0.2%
TIA
534
Tiemann Investment Advisors
California
$310K +$310K +20,460 New
CW
535
CreativeOne Wealth
Kansas
$308K +$308K +20,310 New
AWM
536
AE Wealth Management
Kansas
$301K +$56.7K +3,738 +23%
JC
537
Jacobs & Co
California
$298K +$4.09K +270 +1%
HI
538
Human Investing
Oregon
$298K +$66.8K +4,398 +29%
PAM
539
Private Asset Management
California
$296K -$27.3K -1,800 -8%
MFT
540
Moisand Fitzgerald Tamayo
Florida
$296K -$17.3K -1,140 -6%
PAM
541
Palisade Asset Management
Minnesota
$295K +$295K +19,428 New
TFS
542
TrustCore Financial Services
Tennessee
$294K -$34K -2,244 -10%
TW
543
Transform Wealth
Colorado
$293K +$6.19K +408 +2%
OWM
544
Orgel Wealth Management
Wisconsin
$291K – – –
CS
545
Credit Suisse
Switzerland
$289K +$289K +19,068 New
SFG
546
SevenBridge Financial Group
Pennsylvania
$286K +$637 +42 +0.2%
PB
547
Pinnacle Bancorp
Nebraska
$285K – – –
RPA
548
Rock Point Advisors
Vermont
$284K -$8.19K -540 -3%
LIM
549
Loudon Investment Management
New Hampshire
$281K – – –
CBFP
550
Cedar Brook Financial Partners
Ohio
$280K +$280K +18,438 New
20 21
22
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