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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 %
VNA
76
Valley National Advisers
Pennsylvania
$13.4M 1,010,094 -272,604 -21%
BJ
77
Brouwer & Janachowski
California
$12.9M 975,546 -31,794 -3%
JIP
78
Jaffetilchin Investment Partners
Florida
$12.7M 957,288 +65,004 +7%
TWM
79
Tanglewood Wealth Management
Texas
$12.7M 955,632 -25,332 -3%
AF
80
Advisornet Financial
Minnesota
$11.5M 863,316 +3,216 +0.4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$11.5M 815,814 -16,050 -2%
PP
82
PrairieView Partners
Minnesota
$11.4M 861,174 -9,528 -1%
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$11.4M 855,438 -20,982 -2%
GFS
84
GYL Financial Synergies
Connecticut
$10.5M 794,526 +3,870 +0.5%
IDA
85
Intelligence Driven Advisers
California
$10.5M 790,140 -1,028,670 -57%
TW
86
TrinityPoint Wealth
Connecticut
$10.4M 781,098 -93,102 -11%
RIM
87
Rockbridge Investment Management
New York
$9.87M 743,334 -51,030 -6%
MWP
88
Meridian Wealth Partners
Pennsylvania
$9.67M 728,358 -924 -0.1%
GCA
89
Genesee Capital Advisors
New York
$9.18M 691,470 +94,146 +16%
OIA
90
OneDigital Investment Advisors
Kansas
$9.11M 686,016 -253,986 -27%
SCM
91
Spreng Capital Management
Ohio
$8.57M 645,972 -7,794 -1%
DLCIG
92
D.L. Carlson Investment Group
New Hampshire
$8.45M 636,924 +115,602 +22%
RC
93
Roundview Capital
New Jersey
$8.43M 635,406 +18,930 +3%
DBRC
94
D.B. Root & Company
Pennsylvania
$8.35M 629,400 -7,476 -1%
OWM
95
Opes Wealth Management
California
$8.34M 628,116 +46,470 +8%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$8.3M 625,410 -80,286 -11%
BFPW
97
BOK Financial Private Wealth
Colorado
$8.24M 620,838 -102,996 -14%
SWM
98
SigFig Wealth Management
California
$8.13M 619,992 +53,040 +9%
RMC
99
Regis Management Company
California
$8.05M 606,510 +14,550 +2%
IAS
100
IMA Advisory Services
Colorado
$8M 602,910 -972 -0.2%
2 3
4
5 6