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Schwab US Broad Market ETF
SCHB

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

278% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 27

109% more call options, than puts

Call options by funds: $6.55M | Put options by funds: $3.14M

15% more capital invested

Capital invested by funds: $5.57B → $6.38B (+$811M)

12% more funds holding in top 10

Funds holding in top 10: 94 → 105 (+11)

10% more funds holding

Funds holding: 669 → 733 (+64)

9% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 277

2.81% less ownership

Funds ownership: 214.63% → 211.82% (-2.8%)

Holders
733
Holders Change
+64
Holders Change %
+9.57%
% of All Funds
12.97%
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

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
+$42.1M
2
MFRM
Milliman Financial Risk Management
Illinois
+$21.8M
3
HB
Homrich & Berg
Georgia
+$12.6M
4
HighTower Advisors
HighTower Advisors
Illinois
+$11.6M
5
HCM
Hengehold Capital Management
Ohio
+$7.78M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$80.8M
2
Betterment LLC
Betterment LLC
New York
-$25.1M
3
SCM
SCS Capital Management
Massachusetts
-$20.8M
4
PIMG
Patriot Investment Management Group
Tennessee
-$17.4M
5
HP
HT Partners
Connecticut
-$8.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
551
Evergreen Capital Management
Washington
$278K -$2.14K -150 -0.8%
IWC
552
Integrated Wealth Concepts
Massachusetts
$278K +$4.44K +312 +2%
LFA
553
Lighthouse Financial Advisors
Maryland
$274K +$1.03K +72 +0.4%
BFA
554
Beaumont Financial Advisors
Massachusetts
$273K -$196K -13,752 -43%
CP
555
Corbenic Partners
Pennsylvania
$272K +$7.26K +510 +3%
BIM
556
Baldwin Investment Management
Pennsylvania
$272K +$256K +17,958 New
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$271K – – –
SCM
558
Schnieders Capital Management
California
$268K – – –
Fifth Third Bancorp
559
Fifth Third Bancorp
Ohio
$268K +$18.8K +1,320 +8%
CAM
560
Cubic Asset Management
Massachusetts
$267K – – –
SFP
561
Shepherd Financial Partners
Massachusetts
$266K – – –
GLLW
562
Graves Light Lenhart Wealth
Virginia
$265K +$769 +54 +0.3%
FRA
563
Front Row Advisors
California
$263K – – –
PAM
564
Premier Asset Management
Illinois
$263K – – –
HPWM
565
Highland Private Wealth Management
Washington
$261K – – –
WA
566
Wealth Architects
California
$260K +$342 +24 +0.1%
AWA
567
Arkadios Wealth Advisors
Georgia
$259K -$242K -16,968 -50%
DY
568
Dowling & Yahnke
California
$257K +$4.79K +336 +2%
EH
569
Equitable Holdings
New York
$257K +$18.8K +1,320 +8%
TC
570
TAP Consulting
Missouri
$257K +$26.6K +1,866 +12%
RC
571
Rovin Capital
Arizona
$256K -$15.9K -1,116 -6%
Fisher Asset Management
572
Fisher Asset Management
Washington
$255K +$239K +16,806 New
GKWIM
573
Gerber Kawasaki Wealth & Investment Management
California
$254K +$239K +16,794 New
BWA
574
Burt Wealth Advisors
Maryland
$253K – – –
ACA
575
Affinity Capital Advisors
California
$253K +$238K +16,710 New
21 22
23
24 25

SCHB Hedge Fund Activity: Q4 2020 in Review

733 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2020, worth a combined $6.38B — up 15% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new SCHB positions and 27 closed out — a net gain of 75 holders — while 251 added to existing stakes and 277 trimmed.

The largest buyer was Total Investment Management, adding an estimated $42.1M. The largest seller was UBS Group, cutting an estimated $80.8M.

  • 733 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2020, up from 669 in Q3 2020.
  • Funds reported $6.38B of Schwab US Broad Market ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 102 funds opened new Schwab US Broad Market ETF positions in Q4 2020 and 27 closed out, a net change of +75 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2020 was Total Investment Management, an estimated $42.1M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2020 was UBS Group, an estimated $80.8M sold.

Based on aggregated 13F filings for Q4 2020.