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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.

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 %
PFP
626
Pinnacle Financial Partners
Tennessee
$167K – – –
LWM
627
Liberty Wealth Management
California
$164K +$460 +30 +0.3%
BW
628
Bison Wealth
Georgia
$163K +$91 +6 +0.1%
FCA
629
FinTrust Capital Advisors
South Carolina
$161K – – –
SFP
630
Sterling Financial Planning
New Jersey
$161K +$161K +10,590 New
AFG
631
Albion Financial Group
Utah
$159K +$159K +10,452 New
VFA
632
Valeo Financial Advisors
Indiana
$158K -$1.82K -120 -1%
JPMorgan Chase & Co
633
JPMorgan Chase & Co
New York
$157K -$32.7K -2,154 -17%
IRC
634
Investors Research Corp
Georgia
$154K +$272 +18 +0.2%
US Bancorp
635
US Bancorp
Minnesota
$153K +$18.1K +1,200 +13%
DOA
636
D'Orazio & Associates
Virginia
$151K – – –
SIM
637
Sonora Investment Management
Arizona
$147K – – –
AWM
638
Avior Wealth Management
Nebraska
$141K -$12.5K -822 -8%
RWA
639
Ropes Wealth Advisors
Massachusetts
$141K -$10.2K -672 -7%
TRCT
640
Tower Research Capital (TRC)
New York
$138K +$66.2K +4,368 +92%
SIAP
641
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$137K – – –
SL
642
Savior LLC
Massachusetts
$137K – – –
Bank of Montreal
643
Bank of Montreal
Ontario, Canada
$123K – – –
IA
644
Inspire Advisors
Idaho
$121K +$121K +7,950 New
NSIM
645
North Star Investment Management
Illinois
$119K +$119K +7,818 New
BAMG
646
Brand Asset Management Group
Missouri
$118K -$638 -42 -0.5%
ACA
647
Aptus Capital Advisors
Alabama
$116K – – –
AIM
648
Acropolis Investment Management
Missouri
$113K +$113K +7,464 New
MWA
649
Moser Wealth Advisors
Washington
$106K +$91 +6 +0.1%
PFSC
650
Peoples Financial Services Corp
Pennsylvania
$105K – – –
24 25
26
27 28