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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 %
CWM
601
Cedar Wealth Management
California
$48K – – –
CCA
602
Column Capital Advisors
Indiana
$46K +$159 +12 +0.3%
MAWCM
603
Mine & Arao Wealth Creation & Management
California
$43K – – –
CBT
604
Central Bank & Trust
Kentucky
$43K +$43K +3,258 New
CAAS
605
Capital Asset Advisory Services
Michigan
$42K -$17.2K -1,290 -29%
MCM
606
MV Capital Management
Maryland
$42K – – –
PCG
607
Private Capital Group
Connecticut
$42K – – –
IA
608
Independence Advisors
Pennsylvania
$42K +$2.47K +186 +6%
JSC
609
Jackson Square Capital
California
$41K +$41K +3,060 New
WP
610
WealthShield Partners
North Carolina
$40K – – –
WT
611
Whittier Trust
California
$40K – – –
PO
612
Private Ocean
California
$39K +$239 +18 +0.6%
HRC
613
Hoertkorn Richard Charles
$37K – – –
BCA
614
Berman Capital Advisors
Georgia
$36K +$394 +30 +1%
Rockefeller Capital Management
615
Rockefeller Capital Management
New York
$35K +$17K +1,308 +94%
AA
616
Advisory Alpha
Michigan
$35K +$35K +2,568 New
AWM
617
AllSquare Wealth Management
New York
$33K – – –
EIP
618
Ellis Investment Partners
Pennsylvania
$33K +$233 +18 +0.7%
SPIA
619
Steward Partners Investment Advisory
New York
$33K +$3.61K +270 +12%
ABC
620
Associated Banc-Corp
Wisconsin
$31K -$31.6K -2,388 -50%
GI
621
Gradient Investments
Minnesota
$29K – – –
PFBT
622
Parkside Financial Bank & Trust
Missouri
$28K -$5.43K -408 -16%
TFM
623
TFC Financial Management
Massachusetts
$28K +$28K +2,088 New
TVWM
624
Tower View Wealth Management
Wisconsin
$27K +$161 +12 +0.6%
BAM
625
Barrett Asset Management
New York
$27K +$1.99K +150 +8%
23 24
25
26 27