SCHB icon

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 %
MS
276
Madden Securities
Texas
$1.52M +$1.52M +123,948 New
DPI
277
Diversified Portfolios Inc
Michigan
$1.48M -$768K -62,748 -34%
PAMG
278
Patton Albertson Miller Group
Tennessee
$1.48M +$73 +6 +0%
PP
279
Palladium Partners
Virginia
$1.48M +$67.7K +5,532 +5%
SCA
280
STALEY CAPITAL ADVISERS
Pennsylvania
$1.48M -$185K -15,072 -11%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$1.47M – – –
NL
282
NEPC LLC
Massachusetts
$1.46M – – –
WPA
283
West Paces Advisors
Georgia
$1.45M -$27K -2,202 -2%
SBH
284
Segall Bryant & Hamill
Illinois
$1.43M -$15.7K -1,284 -1%
CI
285
CX Institutional
Indiana
$1.42M +$94K +7,680 +7%
LCC
286
Lincoln Capital Corp
Rhode Island
$1.41M -$51.8K -4,230 -4%
Millennium Management
287
Millennium Management
New York
$1.4M +$1.4M +114,342 New
JPLA
288
Joseph P. Lucia & Associates
New York
$1.4M -$13.2K -1,080 -0.9%
SWM
289
Segment Wealth Management
Texas
$1.38M +$190K +15,504 +16%
MWM
290
Merriman Wealth Management
Washington
$1.38M -$2.28K -186 -0.2%
FAIM
291
Financial Advocates Investment Management
Washington
$1.36M -$436K -35,592 -24%
FWP
292
FAS Wealth Partners
Kansas
$1.35M +$76K +6,210 +6%
MPM
293
Meritage Portfolio Management
Kansas
$1.34M +$573K +46,752 +75%
ECG
294
Edge Capital Group
Georgia
$1.34M +$5.22K +426 +0.4%
CG
295
Colony Group
Massachusetts
$1.33M -$46.4K -3,792 -3%
FT
296
Fiduciary Trust
Massachusetts
$1.32M -$12.9K -1,050 -1%
ECM
297
Exchange Capital Management
Michigan
$1.3M -$64.3K -5,250 -5%
WPIC
298
White Pine Investment Company
Michigan
$1.29M -$183K -14,964 -12%
CFA
299
Capstone Financial Advisors
Illinois
$1.29M -$18.7K -1,524 -1%
TIA
300
Traphagen Investment Advisors
New Jersey
$1.29M -$65.2K -5,322 -5%
10 11
12
13 14