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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 %
LWANC
626
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$317 +24 +1%
CFB
627
Cullen/Frost Bankers
Texas
$26K +$26K +1,944 New
AssetMark Inc
628
AssetMark Inc
California
$26K +$26K +1,962 New
FHA
629
First Horizon Advisors
Tennessee
$25K +$159 +12 +0.6%
NIC
630
Northwest Investment Counselors
Oregon
$25K +$25K +1,890 New
NG
631
NWK Group
California
$24K – – –
SWM
632
Selective Wealth Management
Virginia
$24K +$161 +12 +0.7%
JWM
633
JFG Wealth Management
Colorado
$22.5K +$22.5K +1,698 New
HWM
634
HighMark Wealth Management
Minnesota
$22K +$159 +12 +0.7%
CWC
635
Carolinas Wealth Consulting
North Carolina
$21K -$4.6K -348 -18%
BCM
636
Blume Capital Management
California
$21K +$21K +1,566 New
OFG
637
Oxford Financial Group
Indiana
$20K – – –
TCM
638
Tradewinds Capital Management
Washington
$20K – – –
MCM
639
Manchester Capital Management
Vermont
$20K +$1.33K +102 +7%
JGIA
640
Jackson Grant Investment Advisers
Connecticut
$16K +$163 +12 +1%
PCWA
641
Pacific Capital Wealth Advisors
California
$16K +$16K +1,182 New
BAM
642
Bellevue Asset Management
Washington
$15K – – –
HNB
643
Huntington National Bank
Ohio
$15K -$14K – –
CMA
644
Cedar Mountain Advisors
Oregon
$14K +$79 +6 +0.6%
BWM
645
BerganKDV Wealth Management
Minnesota
$13K – – –
CPW
646
Catalyst Private Wealth
California
$11K +$11K +792 New
UWM
647
USAdvisors Wealth Management
Minnesota
$10.8K -$17 -1,296 -0.2%
NC
648
NewSquare Capital
Pennsylvania
$8K – – –
JCM
649
Jacobi Capital Management
Pennsylvania
$8K – – –
CWA
650
Core Wealth Advisors
Florida
$8K – – –
24 25
26
27 28