SCHB icon

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.

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
1
Total Investment Management
Arizona
$47.6M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$464M
3
HB
3
Homrich & Berg
Georgia
$81.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$34.7M
5
HCM
5
Hengehold Capital Management
Ohio
$65.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$22.2M
2
Betterment LLC
2
Betterment LLC
New York
$411M
3
SCM
3
SCS Capital Management
Massachusetts
$444M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$7.71M
5
HP
5
HT Partners
Connecticut
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
601
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$220K +14,472 New
BDF
602
Black Diamond Financial
Maryland
$220K +$220K +14,472 New
SPA
603
Sentinel Pension Advisors
Massachusetts
$220K +$220K +14,484 New
COF
604
Capital One Financial
Virginia
$219K -$378K -24,936 -63%
BFM
605
Broadview Financial Management
Wisconsin
$218K +$218K +14,346 New
BAAM
606
Baker Avenue Asset Management
California
$214K +$214K +14,130 New
OCM
607
Osterweis Capital Management
California
$213K – – –
GWM
608
Geneos Wealth Management
Colorado
$212K +$69K +5,364 +48%
HFA
609
HC Financial Advisors
California
$212K +$205K +13,500 +3,000%
VHAM
610
Van Hulzen Asset Management
California
$211K +$211K +13,920 New
CIP
611
Capital Insight Partners
Arizona
$210K +$210K +13,818 New
MHR
612
Matthew Hamilton Rosenberg
$209K +$56.1K +3,696 +37%
TSS
613
Two Sigma Securities
New York
$205K +$205K +13,518 New
C
614
Certuity
Florida
$204K +$204K +13,428 New
CAL
615
Capital Analysts LLC
Pennsylvania
$203K +$818 +54 +0.4%
PK
616
Pflug Koory
Nebraska
$202K – – –
IF
617
Ironwood Financial
Arizona
$201K +$26.9K +1,776 +15%
GBBWRPM
618
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$201K +$201K +13,242 New
IAN
619
Integrated Advisors Network
Texas
$201K +$201K +13,248 New
CTFG
620
Capstone Triton Financial Group
Oklahoma
$198K +$198K +13,062 New
RFA
621
Reilly Financial Advisors
California
$192K -$42.3K -2,796 -18%
LFG
622
Larson Financial Group
Missouri
$186K +$365 +24 +0.2%
AC
623
AlphaCore Capital
California
$186K +$727 +48 +0.4%
BDWCC
624
B&D White Capital Company
Texas
$180K +$180K +11,910 New
SSB
625
Sandy Spring Bank
Maryland
$175K +$91 +6 +0.1%
23 24
25
26 27