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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 %
SL
576
Savior LLC
Massachusetts
$120K – – –
SIAP
577
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$120K +$80 +6 +0.1%
US Bancorp
578
US Bancorp
Minnesota
$119K -$8.31K -624 -7%
Bank of Montreal
579
Bank of Montreal
Ontario, Canada
$107K -$39.2K -2,922 -27%
BAMG
580
Brand Asset Management Group
Missouri
$104K +$80 +6 +0.1%
ACA
581
Aptus Capital Advisors
Alabama
$102K -$23.4K -1,764 -19%
PFSC
582
Peoples Financial Services Corp
Pennsylvania
$92K – – –
MWA
583
Moser Wealth Advisors
Washington
$92K +$79 +6 +0.1%
FHA
584
Flagship Harbor Advisors
Massachusetts
$86K – – –
LB
585
Legacy Bridge
Iowa
$82K – – –
PCFFS
586
Pacific Center for Financial Services
California
$82K +$3.89K +294 +5%
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$80K -$2.48K -186 -3%
CFGS
588
Concourse Financial Group Securities
Alabama
$70K – – –
CWA
589
Carolina Wealth Advisors
South Carolina
$66K +$10.4K +780 +19%
TRCT
590
Tower Research Capital (TRC)
New York
$63K -$1.73M -130,128 -96%
AIA
591
Armor Investment Advisors
North Carolina
$61K – – –
ME
592
McIlrath & Eck
Washington
$60K -$3.9K -294 -6%
EWM
593
Edge Wealth Management
New York
$58K -$2.32K -174 -4%
NFSG
594
Newbridge Financial Services Group
Florida
$54K +$54K +4,062 New
SWA
595
Sutton Wealth Advisors
Florida
$50.1K – – –
PGAM
596
Princeton Global Asset Management
New Jersey
$50K – – –
EWM
597
Elmwood Wealth Management
California
$50K – – –
CCM
598
Covington Capital Management
California
$49K – – –
TWA
599
TCI Wealth Advisors
Arizona
$48K -$110K -8,370 -70%
GWS
600
Glassman Wealth Services
Virginia
$48K – – –
22 23
24
25 26