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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 %
WOSD
151
WFA of San Diego
California
$4.24M -$68.5K -5,160 -2%
VCM
152
Vivaldi Capital Management
Illinois
$4.17M -$541K -37,866 -11%
AOWM
153
Alpha Omega Wealth Management
Virginia
$4.12M -$123K -9,234 -3%
WCM
154
Whitener Capital Management
North Carolina
$4.12M -$207K -15,576 -5%
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$4.09M +$5.5K +414 +0.1%
PFM
156
Peak Financial Management
Massachusetts
$4.03M +$70.8K +5,334 +2%
OAJ
157
Ogorek Anthony Joseph
New York
$3.93M -$7.65K -576 -0.2%
BPA
158
Beacon Pointe Advisors
California
$3.87M -$444K -33,444 -10%
HCA
159
Horan Capital Advisors
Ohio
$3.87M -$57.8K -4,356 -1%
RDWM
160
Red Door Wealth Management
Tennessee
$3.84M -$116K -8,718 -3%
WKWM
161
Walter & Keenan Wealth Management
Indiana
$3.77M -$1.27M -95,502 -25%
RW
162
REDW Wealth
New Mexico
$3.74M -$99.3K -7,482 -3%
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$3.72M -$163K -12,276 -4%
MCCP
164
Mission Creek Capital Partners
California
$3.72M -$33.3K -2,508 -0.9%
RSWM
165
Robertson Stephens Wealth Management
California
$3.72M +$526K +39,594 +16%
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$3.66M -$239K -17,970 -6%
JIC
167
Johnson Investment Counsel
Ohio
$3.63M -$43.2K -3,258 -1%
MPI
168
Mairs & Power Inc
Minnesota
$3.61M – – –
KF
169
Krilogy Financial
Missouri
$3.61M +$523K +39,408 +17%
AAG
170
Avalon Advisory Group
Pennsylvania
$3.59M -$328K -24,714 -8%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$3.59M +$1.1M +82,824 +44%
RWM
172
RKL Wealth Management
Pennsylvania
$3.54M +$38.9K +2,928 +1%
BCM
173
Boltwood Capital Management
California
$3.48M -$22.6K -1,704 -0.6%
PWSG
174
Pacific Wealth Strategies Group
California
$3.45M +$423K +31,890 +14%
GVAG
175
Great Valley Advisor Group
Delaware
$3.35M +$150K +11,310 +5%
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