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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 %
MPI
176
Mairs & Power Inc
Minnesota
$4.13M – – –
RSWM
177
Robertson Stephens Wealth Management
California
$4.07M -$177K -11,694 -4%
AIM
178
AMI Investment Management
Indiana
$4.01M +$248K +16,320 +7%
RWM
179
RKL Wealth Management
Pennsylvania
$4M -$44K -2,898 -1%
BPA
180
Beacon Pointe Advisors
California
$4M -$427K -28,140 -10%
Koshinski Asset Management
181
Koshinski Asset Management
Illinois
$3.99M -$45.7K -3,012 -1%
KF
182
Krilogy Financial
Missouri
$3.99M -$134K -8,838 -3%
RT
183
Rockland Trust
Massachusetts
$3.98M +$1.54M +101,808 +63%
EP
184
Eudaimonia Partners
Tennessee
$3.95M -$1.47M -97,002 -27%
BCM
185
Boltwood Capital Management
California
$3.92M -$59.9K -3,948 -2%
GVAG
186
Great Valley Advisor Group
Delaware
$3.89M +$60.4K +3,984 +2%
TA
187
TruWealth Advisors
Louisiana
$3.89M +$3.89M +256,368 New
AAG
188
Avalon Advisory Group
Pennsylvania
$3.88M -$221K -14,604 -5%
LJAC
189
L.J. Altfest & Co
New York
$3.79M +$41.9K +2,760 +1%
AWS
190
AJ Wealth Strategies
New York
$3.78M +$1.18K +78 +0%
CAM
191
Cresset Asset Management
Illinois
$3.69M +$193K +12,720 +6%
SAMC
192
Spectrum Asset Management (California)
California
$3.68M -$20.7K -1,362 -0.6%
MAM
193
McCarthy Asset Management
California
$3.68M +$3.68M +242,664 New
CWM
194
Chesapeake Wealth Management
Virginia
$3.64M +$60.5K +3,990 +2%
ADL
195
Asset Dedication LLC
California
$3.64M -$113K -7,428 -3%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$3.6M -$109K -7,164 -3%
FC
197
Financial Consulate
Maryland
$3.58M -$56.1K -3,702 -2%
SWRP
198
Summit Wealth & Retirement Planning
California
$3.58M +$1.08M +71,106 +43%
AWA
199
Alaska Wealth Advisors
Alaska
$3.55M +$164K +10,830 +5%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$3.54M -$86.9K -5,730 -2%
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