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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$37.9M
2
Wealthfront Advisers
Wealthfront Advisers
California
$660M
3
Northern Trust
Northern Trust
Illinois
$530K
4
PCA
Personal Capital Advisors
California
$6.37M
5
Betterment LLC
Betterment LLC
New York
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPSA
301
Richard P. Slaughter Associates
Texas
$1.29M -$131K -10,728 -9%
GA
302
Gateway Advisory
New Jersey
$1.28M -$363K -29,682 -22%
RF
303
RHS Financial
California
$1.28M -$385K -31,470 -23%
RG
304
Retirement Group
California
$1.27M +$1.27M +103,398 New
BWM
305
Benchmark Wealth Management
Connecticut
$1.27M – – –
MSS
306
Mitchell Sinkler & Starr
Pennsylvania
$1.26M +$4.78K +390 +0.4%
TI
307
Trexquant Investment
Connecticut
$1.26M -$2.01M -164,082 -62%
CAM
308
Carret Asset Management
New York
$1.24M +$13.6K +1,110 +1%
AMG
309
Asset Management Group
Connecticut
$1.21M +$7.27K +594 +0.6%
BWP
310
BSW Wealth Partners
Colorado
$1.21M +$110K +8,988 +10%
SHJ
311
Sharkey, Howes & Javer
Colorado
$1.19M -$15.4K -1,254 -1%
WWM
312
Western Wealth Management
Colorado
$1.18M -$14.6K -1,188 -1%
WCM
313
Washburn Capital Management
Florida
$1.17M +$1.17M +95,706 New
FWM
314
Filbrandt Wealth Management
Wisconsin
$1.17M -$1.56M -127,134 -57%
GCA
315
Gradient Capital Advisors
California
$1.15M +$16.3K +1,332 +1%
SIC
316
Sigma Investment Counselors
Michigan
$1.15M +$26.4K +2,160 +2%
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$1.13M +$42.9K +3,504 +4%
DSAM
318
Dock Street Asset Management
Florida
$1.11M +$1.11M +90,342 New
EWM
319
Empirical Wealth Management
Washington
$1.1M -$120K -9,792 -10%
TYCC
320
Texas Yale Capital Corp
Florida
$1.09M +$8.81K +720 +0.8%
V
321
Veritable
Delaware
$1.08M +$50.1K +4,092 +5%
FI
322
FormulaFolio Investments
Michigan
$1.08M +$23.6K +1,932 +2%
EI
323
Ellevest Inc
New York
$1.06M +$751K +61,308 +243%
WCM
324
Weik Capital Management
Pennsylvania
$1.06M -$33.1K -2,700 -3%
IAP
325
Indie Asset Partners
Indiana
$1.05M -$142K -10,638 -12%
11 12
13
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