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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.

New
Increased
Maintained
Reduced
Closed
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 %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$9.56M +$77.1K +5,082 +0.8%
OWM
102
Opes Wealth Management
California
$9.54M +$93K +6,180 +1%
OIA
103
OneDigital Investment Advisors
Kansas
$8.92M -$1.48M -97,632 -14%
LB
104
Leo Brokerage
Texas
$8.72M -$709K -46,770 -8%
IA
105
IFP Advisors
Florida
$8.63M -$199K -13,122 -2%
DBRC
106
D.B. Root & Company
Pennsylvania
$8.35M -$1.19M -78,648 -12%
PCIA
107
Prime Capital Investment Advisors
Kansas
$8.11M +$2.76M +182,298 +52%
EFG
108
Everhart Financial Group
Ohio
$8.11M +$8.11M +534,552 New
TA
109
Trellis Advisors
Washington
$8.06M -$291K -19,170 -3%
PA
110
Planning Alternatives
Michigan
$7.98M -$1.02M -67,056 -11%
PS
111
Portfolio Solutions
Michigan
$7.91M +$384K +25,332 +5%
SC
112
Savant Capital
Illinois
$7.78M -$361K -23,814 -4%
PIMG
113
Patriot Investment Management Group
Tennessee
$7.71M -$18.6M -1,224,240 -71%
SCA
114
Strategic Capital Advisers
Colorado
$7.69M -$107K -7,068 -1%
PCA
115
Personal Capital Advisors
California
$7.61M +$277K +18,276 +4%
KAS
116
Kestra Advisory Services
Texas
$7.5M +$5.9M +390,714 +370%
BDFN
117
Bond & Devick Financial Network
Minnesota
$7.49M +$7.49M +494,058 New
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$7.44M -$240K -15,840 -3%
SFA
119
Sequoia Financial Advisors
Ohio
$7.07M +$191K +12,618 +3%
SA
120
Shilanski & Associates
Alaska
$7.02M +$1.4M +92,370 +25%
CIAS
121
Capital Investment Advisory Services
North Carolina
$6.98M +$840K +55,416 +14%
FA
122
Fagan Associates
New York
$6.97M +$1.01M +66,780 +17%
JFG
123
JMG Financial Group
Illinois
$6.97M -$565K -37,272 -8%
CHA
124
Carmichael Hill & Associates
Maryland
$6.95M +$125K +8,214 +2%
RMC
125
Regis Management Company
California
$6.92M -$2.28M -150,168 -25%
3 4
5
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