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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 %
SFS
251
Sowell Financial Services
Arkansas
$2.01M +$420K +34,332 +27%
RT
252
Rockland Trust
Massachusetts
$1.97M -$197K -16,110 -9%
SWM
253
Southern Wealth Management
Texas
$1.96M -$647K -52,848 -25%
LPIC
254
LeJeune Puetz Investment Counsel
Michigan
$1.96M -$130K -10,602 -6%
CFS
255
CRA Financial Services
New Jersey
$1.89M -$8.96K -732 -0.5%
NCM
256
Novare Capital Management
North Carolina
$1.87M -$157K -12,828 -8%
VVP
257
Venture Visionary Partners
Ohio
$1.85M -$1.48M -120,942 -44%
BAM
258
Berkshire Asset Management
Pennsylvania
$1.84M -$349K -28,524 -16%
SIC
259
Salem Investment Counselors
North Carolina
$1.78M -$37.1K -3,030 -2%
GIP
260
Granite Investment Partners
California
$1.76M +$378K +29,400 +27%
RW
261
RVW Wealth
California
$1.75M +$172K +14,040 +11%
JWBC
262
John W. Brooker & Co
California
$1.74M -$53K -4,326 -3%
MWM
263
Madison Wealth Management
Ohio
$1.74M +$288K +23,490 +20%
BWL
264
Bogart Wealth LLC
Virginia
$1.72M -$244K -19,914 -12%
JHCP
265
Jackson Hole Capital Partners
Oklahoma
$1.72M -$400K -32,700 -19%
PPP
266
Private Portfolio Partners
New Jersey
$1.72M -$15.6K -1,272 -0.9%
ZIC
267
ZWJ Investment Counsel
Georgia
$1.71M -$587K -47,946 -26%
TRCT
268
Tower Research Capital (TRC)
New York
$1.65M +$1.64M +134,316 +24,333%
SEEDPG
269
S.E.E.D. Planning Group
New York
$1.63M +$154K +12,582 +10%
Jane Street
270
Jane Street
New York
$1.6M +$1.29M +105,114 +408%
OCG
271
Opus Capital Group
Ohio
$1.59M -$379K -30,912 -19%
BAM
272
Baldrige Asset Management
Pennsylvania
$1.59M +$22K +1,794 +1%
SMC
273
Smith, Moore & Co
Missouri
$1.54M +$436K +35,652 +40%
BIA
274
Bigelow Investment Advisors
Maine
$1.53M -$12.6K -1,026 -0.8%
WIC
275
Woodmont Investment Counsel
Tennessee
$1.53M +$22K +1,800 +1%
9 10
11
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