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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 %
KIA
201
KCM Investment Advisors
California
$3.52M +$728 +48 +0%
PAG
202
Private Advisor Group
New Jersey
$3.46M -$207K -13,626 -6%
IWMA
203
Ironwood Wealth Management (Arizona)
Arizona
$3.45M -$256K -16,872 -7%
LIM
204
Leavell Investment Management
Alabama
$3.45M +$28.7K +1,896 +0.8%
FG
205
Fiduciary Group
Georgia
$3.45M -$121K -7,512 -3%
PMG
206
ProVise Management Group
Florida
$3.45M -$47.6K -3,138 -1%
AAS
207
Annex Advisory Services
Wisconsin
$3.38M +$3.05M +200,778 +912%
VWA
208
Visionary Wealth Advisors
Illinois
$3.36M +$3.36M +221,400 New
SA
209
SRH Advisors
Kansas
$3.34M +$43.7K +2,880 +1%
VCP
210
Vista Capital Partners
Oregon
$3.34M -$194K -12,780 -5%
BL
211
BCWM LLC
Kansas
$3.32M -$48.7K -3,210 -1%
LRPA
212
L. Roy Papp & Associates
Arizona
$3.31M +$74.1K +4,884 +2%
VA
213
Valmark Advisers
Ohio
$3.29M +$32.1K +2,118 +1%
CPIG
214
Chicago Partners Investment Group
Illinois
$3.29M +$2.37M +151,566 +260%
ZF
215
Zhang Financial
Michigan
$3.28M -$139K -9,144 -4%
NGA
216
Naples Global Advisors
Florida
$3.26M -$117K -7,716 -3%
VVP
217
Venture Visionary Partners
Ohio
$3.26M +$973K +64,188 +43%
CI
218
Cordant Inc
Oregon
$3.26M -$108K -7,152 -3%
BSW
219
Buckingham Strategic Wealth
Missouri
$3.22M +$210K +13,878 +7%
PA
220
PFG Advisors
Arizona
$3.19M +$342K +22,542 +12%
SFA
221
Souders Financial Advisors
Ohio
$3.15M +$141K +9,312 +5%
HI
222
Hudock Inc
Pennsylvania
$3.15M +$546 +36 +0%
MCCP
223
Mission Creek Capital Partners
California
$3.13M -$1.12M -73,584 -26%
RJA
224
Raymond James & Associates
Florida
$3.12M +$455 +30 +0%
FCM
225
Firestone Capital Management
Florida
$3.11M +$133K +8,748 +4%
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