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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

665 hedge funds and large institutions have $5.4B invested in Schwab US Broad Market ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 227 increasing their positions, 283 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+14
Holders Change %
+2.15%
% of All Funds
13.67%
Holding in Top 10
100
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.06%
New
68
Increased
227
Reduced
283
Closed
48
Calls
$4.25M
Puts
$2.07M
Net Calls
+$2.18M
Net Calls Change
-$309K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$368M
2
CC
2
Callan Capital
California
$66.1M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$17M
4
ECML
4
Eagle Capital Management (Louisiana)
Louisiana
$17M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$37.9M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$660M
3
Northern Trust
3
Northern Trust
Illinois
$530K
4
PCA
4
Personal Capital Advisors
California
$6.37M
5
Betterment LLC
5
Betterment LLC
New York
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCAM
226
Van Cleef Asset Management
Ohio
$2.4M -$69.1K -5,640 -3%
PA
227
Parallel Advisors
California
$2.38M +$112K +9,156 +5%
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$2.3M -$824K -67,320 -26%
5L
229
55I LLC
Massachusetts
$2.3M +$1.54M +125,412 +201%
BJL
230
Brighton Jones LLC
Washington
$2.29M +$90.4K +7,386 +4%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$2.29M -$57.7K -4,716 -2%
DWM
232
Destination Wealth Management
California
$2.27M -$390K -31,896 -15%
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$2.25M +$5.95K +486 +0.3%
FA
234
Faithward Advisors
Pennsylvania
$2.24M -$734K -59,952 -25%
SFA
235
Souders Financial Advisors
Ohio
$2.24M +$2.24M +183,060 New
PCMC
236
Private Capital Management (Colorado)
Colorado
$2.2M -$63.8K -5,214 -3%
SWM
237
Stockman Wealth Management
Montana
$2.2M +$228K +18,612 +12%
PFC
238
Phocas Financial Corp
California
$2.19M -$1.24M – –
RJA
239
Raymond James & Associates
Florida
$2.18M +$66.4K +5,424 +3%
AI
240
Atria Investments
North Carolina
$2.16M +$2.16M +176,304 New
B
241
Bailard
California
$2.12M – – –
WFA
242
Wade Financial Advisory
California
$2.1M -$1.86M -152,244 -47%
CAM
243
Cozad Asset Management
Illinois
$2.1M +$2.1M +171,360 New
Fidelity Investments
244
Fidelity Investments
Massachusetts
$2.09M -$346K -28,230 -14%
CA
245
Cambridge Advisors
Nebraska
$2.09M +$19.4K +1,584 +0.9%
ACM
246
AlphaStar Capital Management
North Carolina
$2.08M -$7.81K -612 -0.4%
LBC
247
Lowe Brockenbrough & Co
Virginia
$2.07M -$4.26K -348 -0.2%
BP
248
BBR Partners
New York
$2.03M +$2.03M +165,396 New
ACA
249
Atlas Capital Advisors
Wyoming
$2.02M -$428K -34,980 -17%
SWRP
250
Summit Wealth & Retirement Planning
California
$2.02M +$3.53K +288 +0.2%
8 9
10
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