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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 %
RA
701
Reby Advisors
Connecticut
$20K +$20K +1,308 New
APA
702
American Portfolios Advisors
New York
$19.6K -$555K -36,582 -97%
CWC
703
Carolinas Wealth Consulting
North Carolina
$19K -$5.44K -354 -22%
JGIA
704
Jackson Grant Investment Advisers
Connecticut
$18K +$91 +6 +0.5%
RDFA
705
Ritter Daniher Financial Advisory
Ohio
$17K +$17K +1,152 New
CBT
706
Central Bank & Trust
Kentucky
$16K -$32K -2,172 -67%
CMA
707
Cedar Mountain Advisors
Oregon
$16K +$90 +6 +0.6%
AWM
708
Aberdeen Wealth Management
Illinois
$16K +$16K +1,050 New
BWM
709
BerganKDV Wealth Management
Minnesota
$15K – – –
CWP
710
Concord Wealth Partners
Virginia
$15K +$15K +972 New
PCA
711
Providence Capital Advisors
North Carolina
$10K +$10K +672 New
NC
712
NewSquare Capital
Pennsylvania
$9K – – –
JCM
713
Jacobi Capital Management
Pennsylvania
$9K – – –
CWA
714
Core Wealth Advisors
Florida
$9K – – –
FFA
715
Freedman Financial Associates
Massachusetts
$9K +$9K +600 New
LWP
716
Laurel Wealth Planning
Minnesota
$8K +$8K +504 New
BIP
717
Blueprint Investment Partners
North Carolina
$7.9K -$7.87M -520,338 -100%
FP
718
Financial Perspectives
Minnesota
$7.55K – – –
AssetMark Inc
719
AssetMark Inc
California
$7K -$24.4K -1,524 -78%
BAM
720
Bellevue Asset Management
Washington
$7K -$11.5K -690 -62%
POIA
721
Pin Oak Investment Advisors
Texas
$7K – – –
CFN
722
Cordasco Financial Network
Florida
$6K – – –
DTIM
723
Danda Trouve Investment Management
Kansas
$5K +$93 +6 +2%
RF
724
Robbins Farley
New Hampshire
$5K +$5K +348 New
FCH
725
Freestone Capital Holdings
Washington
$4.73K – – –
27 28
29
30 31