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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.

New
Increased
Maintained
Reduced
Closed
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
JBJ Investment Partners
South Carolina
$69.1M
2
AP
Agilis Partners
Massachusetts
$52.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
$731M
4
HCM
Hengehold Capital Management
Ohio
$50.3M
5
EP
Eudaimonia Partners
Tennessee
$4.74M

Top Sellers

1
TI
tru Independence
Oregon
$6.55M
2
TIM
Total Investment Management
Arizona
$2.43M
3
Betterment LLC
Betterment LLC
New York
$384M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
5
BFA
Beaumont Financial Advisors
Massachusetts
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Apriem Advisors
California
$5.89M +$5.97K +450 +0.1%
HFA
127
Hoover Financial Advisors
Pennsylvania
$5.88M -$333K -25,080 -5%
SBL
128
Sargent Bickham Lagudis
Colorado
$5.87M -$259K -19,506 -4%
CFMC
129
Curbstone Financial Management Corp
New Hampshire
$5.68M -$143K -10,800 -2%
APW
130
Aurora Private Wealth
New Jersey
$5.63M +$378K +28,482 +7%
ICM
131
Islay Capital Management
Texas
$5.5M +$399K +30,072 +8%
CIAS
132
Capital Investment Advisory Services
North Carolina
$5.38M -$28.1K -2,118 -0.5%
WCM
133
Wealthcare Capital Management
Virginia
$5.28M +$31.8K +2,394 +0.6%
AIA
134
Arcadia Investment Advisors
Idaho
$5.22M -$57.3K -4,314 -1%
FA
135
Fagan Associates
New York
$5.22M +$245K +18,480 +5%
BA
136
Ballast Advisors
Minnesota
$5.2M +$53.3K +4,014 +1%
JWA
137
JFS Wealth Advisors
Pennsylvania
$5.18M -$201K -15,138 -4%
SA
138
Shilanski & Associates
Alaska
$4.92M +$21K +1,584 +0.4%
BWI
139
Beacon Wealthcare Inc
North Carolina
$4.91M -$178K -13,422 -4%
CFO
140
CVA Family Office
Colorado
$4.79M +$591K +44,526 +14%
Goldman Sachs
141
Goldman Sachs
New York
$4.78M -$393K -29,628 -8%
EP
142
Eudaimonia Partners
Tennessee
$4.74M +$4.74M +357,228 New
PCIA
143
Prime Capital Investment Advisors
Kansas
$4.68M -$728K -54,810 -13%
MWM
144
Meridian Wealth Management
Kentucky
$4.67M -$495K -37,302 -10%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$4.64M +$1.09M +81,828 +31%
SP
146
Successful Portfolios
Florida
$4.53M -$309K -23,280 -6%
BlackRock
147
BlackRock
New York
$4.37M -$688K -51,870 -14%
SWM
148
SeaCrest Wealth Management
New York
$4.36M -$518K -39,012 -11%
MA
149
Mutual Advisors
Nebraska
$4.36M +$85.9K +6,468 +2%
ASN
150
Advisory Services Network
Georgia
$4.31M -$195K -14,700 -4%
4 5
6
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