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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RBC
51
Roble Belko & Company
Pennsylvania
$19.6M 1,476,606 -38,094 -3%
WA
52
WBH Advisory
Maryland
$19.5M 1,470,804 +16,326 +1%
HighTower Advisors
53
HighTower Advisors
Illinois
$19.5M 1,470,330 +3,510 +0.2%
LPL Financial
54
LPL Financial
California
$19.4M 1,461,324 -1,614 -0.1%
SA
55
Strategic Advisors
New York
$19.2M 1,421,328 -66,456 -4%
BCWM
56
Bartlett & Co Wealth Management
Ohio
$19.1M 1,442,010 -17,310 -1%
BC
57
Bartlett & Co
Ohio
$19.1M 1,442,010 -17,310 -1%
DW
58
Domani Wealth
Pennsylvania
$18.9M 1,426,968 -44,604 -3%
LPT
59
Legacy Private Trust
Wisconsin
$18.8M 1,418,460 +11,904 +0.8%
ECML
60
Eagle Capital Management (Louisiana)
Louisiana
$18.3M 1,381,776 -4,428 -0.3%
TI
61
Truepoint Inc
Ohio
$18.2M 1,373,994 -19,986 -1%
Truist Financial
62
Truist Financial
North Carolina
$17.9M 1,348,974 -7,020 -0.5%
MF
63
Manchester Financial
California
$17.9M 1,346,298 -12,432 -0.9%
WWM
64
WT Wealth Management
Arizona
$17.9M 1,346,184 -487,644 -27%
ECM
65
Elgethun Capital Management
South Dakota
$16.8M 1,264,650 -3,714 -0.3%
EE
66
EWG Elevate
California
$16.5M 1,242,642 +10,668 +0.9%
CG
67
Caprock Group
Idaho
$16.2M 1,221,954 +18,906 +2%
CHJWM
68
Carlton Hofferkamp & Jenks Wealth Management
Texas
$15.8M 1,109,640 -41,130 -4%
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$15.5M 1,168,506 +48,552 +4%
Wells Fargo
70
Wells Fargo
California
$15.4M 1,159,068 -128,616 -10%
Morgan Stanley
71
Morgan Stanley
New York
$14.6M 1,099,110 +92,940 +9%
K
72
Kemper
Illinois
$14.2M 1,069,272 -357,018 -25%
SFP
73
Strategic Financial Planning
Texas
$14.2M 1,066,626 -13,956 -1%
PAM
74
Pegasus Asset Management
New York
$13.8M 1,041,996 -7,368 -0.7%
SFG
75
Sunburst Financial Group
Alabama
$13.6M 1,025,670 +32,316 +3%
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3
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