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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 %
TC
551
TAP Consulting
Missouri
$200K +$200K +15,078 New
CCT
552
Country Club Trust
Missouri
$200K +$200K +15,084 New
MM
553
Main Management
California
$190K +$6.55K +492 +4%
PK
554
Pflug Koory
Nebraska
$177K – – –
CAL
555
Capital Analysts LLC
Pennsylvania
$177K +$1.67K +126 +1%
JWM
556
Janiczek Wealth Management
Colorado
$173K -$4.61K -348 -3%
PFP
557
Pinnacle Financial Partners
Tennessee
$167K – – –
JPMorgan Chase & Co
558
JPMorgan Chase & Co
New York
$165K -$3.17K -240 -2%
AC
559
AlphaCore Capital
California
$162K +$1.03K +78 +0.6%
LFG
560
Larson Financial Group
Missouri
$162K +$20.2K +1,524 +14%
SSB
561
Sandy Spring Bank
Maryland
$154K +$80 +6 +0.1%
IF
562
Ironwood Financial
Arizona
$153K +$13.3K +996 +9%
GWM
563
Geneos Wealth Management
Colorado
$144K – – –
BW
564
Bison Wealth
Georgia
$143K +$80 +6 +0.1%
LWM
565
Liberty Wealth Management
California
$142K +$66.6K +4,998 +88%
VFA
566
Valeo Financial Advisors
Indiana
$140K +$2.55K +192 +2%
IRC
567
Investors Research Corp
Georgia
$135K -$34.8K -2,622 -21%
FMP
568
Financial Management Professionals
Texas
$135K +$91.1K +6,876 +207%
AWM
569
Avior Wealth Management
Nebraska
$134K +$556 +42 +0.4%
MHR
570
Matthew Hamilton Rosenberg
$134K +$38.4K +2,886 +40%
MA
571
MUFG Americas
New York
$133K – – –
RWA
572
Ropes Wealth Advisors
Massachusetts
$132K – – –
DOA
573
D'Orazio & Associates
Virginia
$132K – – –
SIM
574
Sonora Investment Management
Arizona
$128K – – –
HFRG
575
Houlihan Financial Resource Group
Virginia
$124K +$124K +8,724 New
21 22
23
24 25