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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 %
CWA
651
Carolina Wealth Advisors
South Carolina
$103K +$28K +1,854 +37%
CFGS
652
Concourse Financial Group Securities
Alabama
$100K +$20.3K +1,332 +25%
PCFFS
653
Pacific Center for Financial Services
California
$95K +$1K +66 +1%
LB
654
Legacy Bridge
Iowa
$93K – – –
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$91K – – –
SPIA
656
Steward Partners Investment Advisory
New York
$82K +$44.4K +2,910 +118%
AIA
657
Armor Investment Advisors
North Carolina
$70K – – –
ME
658
McIlrath & Eck
Washington
$69K – – –
RPWA
659
Regent Peak Wealth Advisors
Georgia
$64K +$64K +4,194 New
TLFA
660
True Link Financial Advisors
California
$62K +$62K +4,086 New
SWA
661
Sutton Wealth Advisors
Florida
$57.2K – – –
CCM
662
Covington Capital Management
California
$56K – – –
CWM
663
Cedar Wealth Management
California
$55K – – –
TWA
664
TCI Wealth Advisors
Arizona
$55K – – –
GWS
665
Glassman Wealth Services
Virginia
$54K – – –
HNB
666
Huntington National Bank
Ohio
$53K -$15K – –
CCA
667
Column Capital Advisors
Indiana
$53K +$91 +6 +0.2%
PGAM
668
Princeton Global Asset Management
New Jersey
$50K -$6.32K -420 -11%
MAWCM
669
Mine & Arao Wealth Creation & Management
California
$49K – – –
MCM
670
MV Capital Management
Maryland
$48K – – –
CAAS
671
Capital Asset Advisory Services
Michigan
$48K +$91 +6 +0.2%
ICP
672
Interchange Capital Partners
Pennsylvania
$47K +$47K +3,138 New
NFSG
673
Newbridge Financial Services Group
Florida
$46K -$14.9K -996 -25%
WT
674
Whittier Trust
California
$45K – – –
PO
675
Private Ocean
California
$45K +$274 +18 +0.6%
25 26
27
28 29