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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 %
CWS
676
Cypress Wealth Services
California
– -$765K -62,448 Closed
HIM
677
Hanlon Investment Management
New Jersey
– -$617K -50,358 Closed
GI
678
GS Investments
Minnesota
– -$601K -49,086 Closed
SW
679
SkyOak Wealth
Michigan
– -$535K -43,710 Closed
GBBWRPM
680
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$386K -31,512 Closed
QC
681
QCM Cayman
Texas
– -$341K -27,852 Closed
VWA
682
V Wealth Advisors
Kansas
– -$331K -27,048 Closed
PFS
683
Prospera Financial Services
Texas
– -$294K -24,000 Closed
Financial Engines Advisors
684
Financial Engines Advisors
California
– -$273K -22,296 Closed
AC
685
Abbrea Capital
California
– -$261K -21,288 Closed
MFG
686
Merit Financial Group
Georgia
– -$259K -21,156 Closed
HIC
687
Hartline Investment Corp
Illinois
– -$215K -17,586 Closed
RA
688
RFG Advisory
Alabama
– -$204K -16,650 Closed
PA
689
Procyon Advisors
Connecticut
– -$128K -10,416 Closed
AWM
690
Apollon Wealth Management
South Carolina
– -$104K -8,484 Closed
BFO
691
Biltmore Family Office
North Carolina
– -$83K -6,750 Closed
OPS
692
Orion Portfolio Solutions
Nebraska
– -$32K -2,580 Closed
PG
693
Proffitt & Goodson
Tennessee
– -$30K -2,442 Closed
WFMPM
694
Woodley Farra Manion Portfolio Management
Indiana
– -$16K -1,314 Closed
KPW
695
Kore Private Wealth
New York
– -$12K -984 Closed
ZB
696
Zions Bancorporation
Utah
– -$7K -594 Closed
LIA
697
LS Investment Advisors
Michigan
– -$7K -552 Closed
HWA
698
HCR Wealth Advisors
California
– -$5K -408 Closed
TCOV
699
Trust Company of Vermont
Vermont
– -$5K -390 Closed
BIMC
700
Benson Investment Management Company
Virginia
– -$4K -348 Closed
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