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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
Total Investment Management
Arizona
$47.6M
2
MFRM
Milliman Financial Risk Management
Illinois
$464M
3
HB
Homrich & Berg
Georgia
$81.7M
4
HighTower Advisors
HighTower Advisors
Illinois
$34.7M
5
HCM
Hengehold Capital Management
Ohio
$65.7M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$22.2M
2
Betterment LLC
Betterment LLC
New York
$411M
3
SCM
SCS Capital Management
Massachusetts
$444M
4
PIMG
Patriot Investment Management Group
Tennessee
$7.71M
5
HP
HT Partners
Connecticut
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
126
Aurora Private Wealth
New Jersey
$6.9M +$469K +30,936 +7%
WPW
127
Waldron Private Wealth
Pennsylvania
$6.84M – – –
AWMG
128
Alliance Wealth Management Group
New Jersey
$6.74M -$139K -9,186 -2%
TCM
129
Towercrest Capital Management
Pennsylvania
$6.74M -$139K -9,186 -2%
AA
130
Apriem Advisors
California
$6.73M -$1.55K -102 -0%
HFA
131
Hoover Financial Advisors
Pennsylvania
$6.65M -$205K -13,266 -3%
CFMC
132
Curbstone Financial Management Corp
New Hampshire
$6.48M -$10.6K -696 -0.2%
SBL
133
Sargent Bickham Lagudis
Colorado
$6.47M -$240K -15,816 -4%
KM
134
Kalos Management
Georgia
$6.46M +$56.9K +3,750 +0.9%
SSWM
135
Sheets Smith Wealth Management
North Carolina
$6.4M -$891K -58,788 -12%
MSFS
136
Main Street Financial Solutions
Pennsylvania
$6.31M +$6.31M +415,818 New
TFF
137
The Family Firm
Maryland
$6.29M -$744K -48,438 -11%
ICM
138
Islay Capital Management
Texas
$6.14M -$151K -9,936 -2%
JWA
139
JFS Wealth Advisors
Pennsylvania
$6.04M +$121K +7,980 +2%
WCM
140
Wealthcare Capital Management
Virginia
$6.03M – – –
AIA
141
Arcadia Investment Advisors
Idaho
$5.92M -$46.1K -3,042 -0.8%
VFIC
142
Valley Forge Investment Consultants
Pennsylvania
$5.82M +$5.82M +384,066 New
BFPW
143
BOK Financial Private Wealth
Colorado
$5.82M -$3.6M -237,294 -38%
BA
144
Ballast Advisors
Minnesota
$5.71M -$239K -15,768 -4%
FWI
145
Facet Wealth Inc
Maryland
$5.52M +$5.52M +364,062 New
RJFSA
146
Raymond James Financial Services Advisors
Florida
$5.47M +$162K +10,674 +3%
Goldman Sachs
147
Goldman Sachs
New York
$5.46M – – –
CFO
148
CVA Family Office
Colorado
$5.44M -$37.7K -2,484 -0.7%
MWM
149
Meridian Wealth Management
Kentucky
$5.31M -$22.3K -1,470 -0.4%
ASN
150
Advisory Services Network
Georgia
$5.29M +$369K +24,306 +7%
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