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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 %
SWM
151
SeaCrest Wealth Management
New York
$5.22M +$241K +15,918 +5%
OAJ
152
Ogorek Anthony Joseph
New York
$5.11M +$612K +40,386 +14%
MA
153
Mutual Advisors
Nebraska
$5.07M +$94.1K +6,204 +2%
SP
154
Successful Portfolios
Florida
$5.02M -$157K -10,356 -3%
PFM
155
Peak Financial Management
Massachusetts
$4.92M +$317K +20,916 +7%
GAM
156
Garrison Asset Management
Arkansas
$4.87M -$2.86M -188,838 -37%
BlackRock
157
BlackRock
New York
$4.84M -$151K -9,954 -3%
WC
158
Wealth CMT
New Jersey
$4.71M -$3.09M -203,634 -40%
AOWM
159
Alpha Omega Wealth Management
Virginia
$4.7M -$4K -264 -0.1%
Chevy Chase Trust
160
Chevy Chase Trust
Maryland
$4.65M -$20.4K -1,344 -0.4%
WCM
161
Whitener Capital Management
North Carolina
$4.55M -$156K -10,272 -3%
HCA
162
Horan Capital Advisors
Ohio
$4.52M +$108K +7,134 +2%
UFA
163
US Financial Advisors
Massachusetts
$4.49M +$4.49M +296,358 New
JPMPWA
164
J.P. Morgan Private Wealth Advisors
California
$4.44M +$259K +17,058 +6%
KJWM
165
Kiley Juergens Wealth Management
Washington
$4.43M +$4.43M +291,804 New
BWI
166
Beacon Wealthcare Inc
North Carolina
$4.4M -$1.2M -79,338 -21%
VCM
167
Vivaldi Capital Management
Illinois
$4.34M -$81.3K -5,358 -2%
WKWM
168
Walter & Keenan Wealth Management
Indiana
$4.3M -$5.73K -378 -0.1%
SFWC
169
Strategic Family Wealth Counselors
New Jersey
$4.28M +$27.7K +1,824 +0.7%
LCM
170
Liberty Capital Management
Michigan
$4.25M +$4.25M +280,146 New
PA
171
Parallel Advisors
California
$4.24M +$1.62M +106,740 +62%
CCM
172
Ciovacco Capital Management
Georgia
$4.2M +$4.2M +277,068 New
JIC
173
Johnson Investment Counsel
Ohio
$4.19M +$34.1K +2,250 +0.8%
RDWM
174
Red Door Wealth Management
Tennessee
$4.18M -$196K -12,924 -4%
RW
175
REDW Wealth
New Mexico
$4.16M -$113K -7,476 -3%
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