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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 %
HRC
676
Hoertkorn Richard Charles
$42K – – –
WFA
677
Wells Financial Advisors
Massachusetts
$42K +$42K +2,796 New
BCA
678
Berman Capital Advisors
Georgia
$41K +$179 +12 +0.4%
Rockefeller Capital Management
679
Rockefeller Capital Management
New York
$40K -$541 -36 -1%
EIP
680
Ellis Investment Partners
Pennsylvania
$39K +$183 +12 +0.5%
AWM
681
AllSquare Wealth Management
New York
$38K – – –
ABC
682
Associated Banc-Corp
Wisconsin
$36K – – –
PFBT
683
Parkside Financial Bank & Trust
Missouri
$32K +$91 +6 +0.3%
JFGIW
684
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K +$32K +2,100 New
BAM
685
Barrett Asset Management
New York
$31K – – –
TVWM
686
Tower View Wealth Management
Wisconsin
$31K +$183 +12 +0.6%
LWANC
687
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
GI
688
Gradient Investments
Minnesota
$29K – – –
FHA
689
First Horizon Advisors
Tennessee
$28K +$89 +6 +0.3%
NG
690
NWK Group
California
$27K – – –
SWM
691
Selective Wealth Management
Virginia
$27K +$90 +6 +0.3%
MCM
692
Manchester Capital Management
Vermont
$26K +$3.13K +210 +14%
TFM
693
TFC Financial Management
Massachusetts
$25K -$6.87K -450 -22%
HWM
694
HighMark Wealth Management
Minnesota
$25K +$90 +6 +0.4%
BCM
695
Blume Capital Management
California
$24K +$92 +6 +0.4%
CFB
696
Cullen/Frost Bankers
Texas
$23K -$6.34K -420 -22%
OFG
697
Oxford Financial Group
Indiana
$23K – – –
RA
698
Resolute Advisors
California
$23K +$23K +1,548 New
PCG
699
Private Capital Group
Connecticut
$21K -$27.7K -1,788 -57%
HR
700
Howe & Rusling
New York
$21K +$16.7K +1,116 +388%
26 27
28
29 30