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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 %
TF
726
TimeScale Financial
Massachusetts
$4K – – –
TFA
727
Toth Financial Advisory
Virginia
$4K – – –
OIM
728
Oder Investment Management
California
$4K +$4K +288 New
OC
729
Oakworth Capital
Alabama
$3K +$3K +216 New
CAM
730
Costello Asset Management
Pennsylvania
$2K +$2K +120 New
NL
731
NVWM LLC
Pennsylvania
$1K – – –
EWM
732
Endurance Wealth Management
Rhode Island
$1K – – –
HFS
733
Hantz Financial Services
Michigan
$1K – – –
NDSI
734
Newman Dignan & Sheerar Inc
Rhode Island
$663 -$46 -3,000 -6%
GFPC
735
Global Financial Private Client
Florida
$91 – – –
WOSD
736
WFA of San Diego
California
$90 -$1 -2,520 -0.8%
WI
737
WBI Investments
New Jersey
– -$7.88M -593,730 Closed
TI
738
tru Independence
Oregon
– -$6.55M -493,278 Closed
FA
739
Faithward Advisors
Pennsylvania
– -$1.7M -128,220 Closed
Citadel Advisors
740
Citadel Advisors
Florida
– -$1.49M -112,398 Closed
TI
741
Trexquant Investment
Connecticut
– -$1.47M -110,340 Closed
Renaissance Technologies
742
Renaissance Technologies
New York
– -$932K -70,200 Closed
MIAN
743
Mariner Independent Advisor Network
Kansas
– -$803K -60,516 Closed
VCM
744
Vigilant Capital Management
Maine
– -$481K -36,228 Closed
JWCA
745
J.W. Cole Advisors
Florida
– -$305K -22,998 Closed
CF
746
Centaurus Financial
California
– -$283K -21,300 Closed
AAS
747
Avantax Advisory Services
Texas
– -$274K -20,742 Closed
RHBC
748
R.H. Bluestein & Co
Michigan
– -$263K -19,800 Closed
APSP
749
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$230K -17,292 Closed
MA
750
MUFG Americas
New York
– -$133K -10,026 Closed
27 28 29
30
31