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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 %
QCMNJ
576
Quantum Capital Management (New Jersey)
New Jersey
$252K -$7.74K -510 -3%
PA
577
Paracle Advisors
Washington
$251K +$6.83K +450 +3%
BRWA
578
B. Riley Wealth Advisors
Florida
$251K +$251K +16,512 New
PMFA
579
Plante Moran Financial Advisors
Michigan
$248K -$2.37M -156,480 -91%
BWA
580
BlueSky Wealth Advisors
North Carolina
$247K +$17.9K +1,182 +8%
RWG
581
Ratio Wealth Group
Colorado
$247K +$247K +16,278 New
JWM
582
Janiczek Wealth Management
Colorado
$241K +$43.1K +2,844 +22%
CNC
583
Canandaigua National Corp
New York
$241K +$241K +15,900 New
SFG
584
Sovereign Financial Group
Connecticut
$240K +$240K +15,858 New
AFA
585
American Financial Advisors
Georgia
$238K +$4.82K +318 +2%
OFW
586
Omnia Family Wealth
Florida
$237K – – –
HWA
587
Heritage Wealth Advisors
Virginia
$236K – – –
PRWA
588
Platte River Wealth Advisors
Colorado
$235K +$235K +14,952 New
FM
589
Foster & Motley
Ohio
$233K -$1.55K -102 -0.7%
WTC
590
WhitTier Trust Company
Nevada
$233K – – –
LF
591
LifeSteps Financial
California
$233K +$233K +15,366 New
QC
592
QCM Cayman
Texas
$232K +$232K +15,282 New
OIA
593
Optimum Investment Advisors
Illinois
$230K – – –
MM
594
Main Management
California
$230K +$13.6K +900 +6%
HIP
595
HUB Investment Partners
Texas
$229K +$229K +17,256 New
CCT
596
Country Club Trust
Missouri
$228K – – –
RA
597
RFG Advisory
Alabama
$227K +$227K +14,610 New
PP
598
PDS Planning
Ohio
$227K +$227K +14,964 New
CCP
599
Clarkston Capital Partners
Michigan
$226K -$14.2K -936 -6%
UB
600
UMB Bank
Missouri
$223K +$223K +14,700 New
22 23
24
25 26