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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.

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
1
Total Investment Management
Arizona
$47.6M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$464M
3
GB
3
Goepper Burkhardt
South Carolina
$18.2M
4
HB
4
Homrich & Berg
Georgia
$81.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$34.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$22.2M
2
Betterment LLC
2
Betterment LLC
New York
$411M
3
SCM
3
SCS Capital Management
Massachusetts
$444M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$7.71M
5
HP
5
HT Partners
Connecticut
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$830M 9,123,020 -50,829 -0.6%
MFRM
2
Milliman Financial Risk Management
Illinois
$464M 5,098,103 +255,536 +5%
SCM
3
SCS Capital Management
Massachusetts
$444M 4,884,742 -243,792 -5%
Betterment LLC
4
Betterment LLC
New York
$411M 4,522,116 -293,657 -6%
EK
5
Evensky & Katz
Florida
$214M 2,357,231 -60,646 -3%
HP
6
HT Partners
Connecticut
$116M 1,270,779 -101,469 -7%
HSA
7
HBK Sorce Advisory
Pennsylvania
$103M 1,134,269 +24,492 +2%
SG
8
Strid Group
Pennsylvania
$97.5M 1,071,450 -15,617 -1%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$96.9M 1,065,059 -8,876 -0.8%
EA
10
Evergreen Advisors
Tennessee
$84.1M 923,826 -54,896 -6%
JIP
11
JBJ Investment Partners
South Carolina
$83.7M 919,372 +52,120 +6%
HB
12
Homrich & Berg
Georgia
$81.7M 897,792 +147,492 +20%
BFG
13
Bouchey Financial Group
New York
$80.9M 889,171 +2,316 +0.3%
CC
14
Callan Capital
California
$80.2M 881,842 -52,963 -6%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$70.4M 773,425 +15,056 +2%
Bank of America
16
Bank of America
North Carolina
$68.8M 756,198 -8,232 -1%
HCM
17
Hengehold Capital Management
Ohio
$65.7M 722,336 +91,035 +14%
AP
18
Agilis Partners
Massachusetts
$62.6M 688,435 +32,508 +5%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.5M 554,622 -5,521 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$50.1M 550,712 +23,948 +5%
UCFA
21
United Capital Financial Advisors
Texas
$48M 527,935 -6,294 -1%
TIM
22
Total Investment Management
Arizona
$47.6M 523,607 +492,543 +1,586%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$47.2M 519,257 +64,904 +14%
CWM
24
Circle Wealth Management
New Jersey
$46.8M 514,070 -10,583 -2%
Brown Advisory
25
Brown Advisory
Maryland
$46.4M 510,142 +2,163 +0.4%
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