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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 %
MFGP
101
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8M 602,700 +281,280 +88%
BIP
102
Blueprint Investment Partners
North Carolina
$7.9M 520,860 -485,004 -48%
WI
103
WBI Investments
New Jersey
$7.88M 593,730 -214,104 -27%
PA
104
Planning Alternatives
Michigan
$7.88M 593,370 -137,442 -19%
IA
105
IFP Advisors
Florida
$7.74M 582,822 -36,678 -6%
LB
106
Leo Brokerage
Texas
$7.61M 621,438 +621,438 New
TA
107
Trellis Advisors
Washington
$7.31M 550,932 -13,590 -2%
SC
108
Savant Capital
Illinois
$7.12M 536,748 -24,540 -4%
SCA
109
Strategic Capital Advisers
Colorado
$6.83M 514,170 -21,450 -4%
WC
110
Wealth CMT
New Jersey
$6.82M 514,104 +10,806 +2%
GAM
111
Garrison Asset Management
Arkansas
$6.77M 510,198 -6,372 -1%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$6.72M 506,094 -207,384 -29%
JFG
113
JMG Financial Group
Illinois
$6.59M 496,764 -9,138 -2%
PS
114
Portfolio Solutions
Michigan
$6.59M 496,320 +20,040 +4%
SFSG
115
Stearns Financial Services Group
North Carolina
$6.57M 495,090 -184,158 -27%
TI
116
tru Independence
Oregon
$6.55M 493,278 -4,223,040 -90%
PCA
117
Personal Capital Advisors
California
$6.42M 483,420 -37,074 -7%
SSWM
118
Sheets Smith Wealth Management
North Carolina
$6.39M 481,038 -160,278 -25%
TFF
119
The Family Firm
Maryland
$6.08M 457,788 +10,038 +2%
AWMG
120
Alliance Wealth Management Group
New Jersey
$6.02M 453,510 -18,120 -4%
TCM
121
Towercrest Capital Management
Pennsylvania
$6.02M 453,510 -18,120 -4%
SFA
122
Sequoia Financial Advisors
Ohio
$6.02M 453,234 +61,476 +16%
KM
123
Kalos Management
Georgia
$6M 422,220 -329,928 -44%
WPW
124
Waldron Private Wealth
Pennsylvania
$5.99M 451,248 +1,248 +0.3%
CHA
125
Carmichael Hill & Associates
Maryland
$5.97M 450,054 +11,394 +3%
3 4
5
6 7