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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.

Holders
669
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
13.54%
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
1
JBJ Investment Partners
South Carolina
$69.1M
2
AP
2
Agilis Partners
Massachusetts
$52.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$731M
4
LB
4
Leo Brokerage
Texas
$7.61M
5
HCM
5
Hengehold Capital Management
Ohio
$50.3M

Top Sellers

1
TI
1
tru Independence
Oregon
$6.55M
2
TIM
2
Total Investment Management
Arizona
$2.43M
3
Betterment LLC
3
Betterment LLC
New York
$384M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$422K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$731M 9,173,849 +197,132 +2%
SCM
2
SCS Capital Management
Massachusetts
$408M 5,128,534 -222,410 -4%
MFRM
3
Milliman Financial Risk Management
Illinois
$386M 4,842,567 -166,627 -3%
Betterment LLC
4
Betterment LLC
New York
$384M 4,815,773 -498,954 -9%
EK
5
Evensky & Katz
Florida
$193M 2,417,877 -142,130 -6%
HP
6
HT Partners
Connecticut
$109M 1,372,248 +3,267 +0.2%
UBS Group
7
UBS Group
Switzerland
$94.7M 1,189,365 +3,733 +0.3%
HSA
8
HBK Sorce Advisory
Pennsylvania
$88.4M 1,109,777 +35,398 +3%
SG
9
Strid Group
Pennsylvania
$86.6M 1,087,067 +666 +0.1%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$85.5M 1,073,935 -18,794 -2%
EA
11
Evergreen Advisors
Tennessee
$77.9M 978,722 -2,969 -0.3%
CC
12
Callan Capital
California
$74.4M 934,805 +35,581 +4%
BFG
13
Bouchey Financial Group
New York
$70.6M 886,855 +4,964 +0.6%
JIP
14
JBJ Investment Partners
South Carolina
$69.1M 867,252 +421,722 +95%
Bank of America
15
Bank of America
North Carolina
$60.9M 764,430 +1,768 +0.2%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$60.4M 758,369 -7,058 -0.9%
HB
17
Homrich & Berg
Georgia
$59.8M 750,300 -14,020 -2%
AP
18
Agilis Partners
Massachusetts
$52.2M 655,927 +234,279 +56%
HCM
19
Hengehold Capital Management
Ohio
$50.3M 631,301 +60,698 +11%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$44.6M 560,143 -432 -0.1%
UCFA
21
United Capital Financial Advisors
Texas
$42.5M 534,229 -6,904 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$41.9M 526,764 +10,312 +2%
CWM
23
Circle Wealth Management
New Jersey
$41.8M 524,653 -76,843 -13%
Brown Advisory
24
Brown Advisory
Maryland
$40.5M 507,979 -7,132 -1%
HWA
25
HHM Wealth Advisors
Tennessee
$37.2M 466,857 -10,263 -2%
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