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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 Market Value Shares Shares
Change 		Shares
Change %
WA
51
WBH Advisory
Maryland
$22.9M 242,760 -2,374 -1%
CCA
52
Cobblestone Capital Advisors
New York
$22.6M 248,362 -14,419 -5%
Truist Financial
53
Truist Financial
North Carolina
$22.4M 246,356 +21,527 +10%
LPL Financial
54
LPL Financial
California
$22.2M 244,340 +786 +0.3%
UBS Group
55
UBS Group
Switzerland
$22.2M 243,756 -945,609 -80%
MAS
56
Madden Advisory Services
Florida
$22.1M 242,929 -7,727 -3%
LPT
57
Legacy Private Trust
Wisconsin
$21.8M 239,259 +2,849 +1%
BCWM
58
Bartlett & Co Wealth Management
Ohio
$21.7M 238,369 -1,966 -0.8%
BC
59
Bartlett & Co
Ohio
$21.7M 238,369 -1,966 -0.8%
RBC
60
Roble Belko & Company
Pennsylvania
$21.7M 238,149 -7,952 -3%
DW
61
Domani Wealth
Pennsylvania
$20.7M 227,294 -10,534 -4%
TI
62
Truepoint Inc
Ohio
$20.2M 221,526 -7,473 -3%
WWM
63
WT Wealth Management
Arizona
$20M 219,757 -4,607 -2%
ECM
64
Elgethun Capital Management
South Dakota
$18.9M 208,001 -2,774 -1%
EE
65
EWG Elevate
California
$18.8M 206,644 -463 -0.2%
CG
66
Caprock Group
Idaho
$18.7M 205,653 +1,994 +1%
GB
67
Goepper Burkhardt
South Carolina
$18.2M 200,328 +200,328 New
BCMO
68
Buckingham Capital Management (Ohio)
Ohio
$18M 197,682 +2,931 +2%
Wells Fargo
69
Wells Fargo
California
$17.6M 193,897 +719 +0.4%
Morgan Stanley
70
Morgan Stanley
New York
$16.9M 185,430 +2,245 +1%
CHJWM
71
Carlton Hofferkamp & Jenks Wealth Management
Texas
$16.8M 181,020 -3,920 -2%
TWM
72
Tanglewood Wealth Management
Texas
$16.5M 181,167 +21,895 +14%
SFP
73
Strategic Financial Planning
Texas
$16.3M 179,284 +1,513 +0.9%
K
74
Kemper
Illinois
$16.2M 178,212 – –
PAM
75
Pegasus Asset Management
New York
$15.9M 174,420 +754 +0.4%
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3
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