SCHB icon

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 %
FP
651
Financial Perspectives
Minnesota
$6.61K – – –
POIA
652
Pin Oak Investment Advisors
Texas
$6K -$8.22K -600 -58%
HFA
653
HC Financial Advisors
California
$6K – – –
AWM
654
Adams Wealth Management
Utah
$6K +$6K +432 New
CFN
655
Cordasco Financial Network
Florida
$5K – – –
FCH
656
Freestone Capital Holdings
Washington
$4.14K +$4.14K +312 New
HR
657
Howe & Rusling
New York
$4K – – –
DTIM
658
Danda Trouve Investment Management
Kansas
$4K – – –
TFA
659
Toth Financial Advisory
Virginia
$4K – – –
Koshinski Asset Management
660
Koshinski Asset Management
Illinois
$3.74K -$74 -5,256 -2%
TF
661
TimeScale Financial
Massachusetts
$3K – – –
WCG
662
Weaver Consulting Group
California
$3K – – –
MAM
663
Marquette Asset Management
Minnesota
$2K -$1.43K -90 -42%
EWM
664
Endurance Wealth Management
Rhode Island
$1K – – –
NL
665
NVWM LLC
Pennsylvania
$1K – – –
HFS
666
Hantz Financial Services
Michigan
$1K – – –
Millennium Management
667
Millennium Management
New York
$879 -$639 -48,132 -42%
FCA
668
FinTrust Capital Advisors
South Carolina
$140 -$7 -510 -5%
GFPC
669
Global Financial Private Client
Florida
$80 +$80 +6 New
Fiera Capital (Canada)
670
Fiera Capital (Canada)
Quebec, Canada
– -$34.5M -2,813,472 Closed
PP
671
Paloma Partners
Connecticut
– -$4.72M -385,020 Closed
FTUS
672
Flow Traders U.S.
New York
– -$4.58M -373,824 Closed
BCI
673
Brinker Capital Investments
Pennsylvania
– -$3.76M -307,164 Closed
Jane Street
674
Jane Street
New York
– -$1.6M -130,908 Closed
Fisher Asset Management
675
Fisher Asset Management
Washington
– -$872K -71,220 Closed
25 26
27
28 29