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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 %
SCM
326
SOL Capital Management
Maryland
$1.04M -$136K -11,124 -12%
LWAC
327
Laurel Wealth Advisors (California)
California
$1.03M +$2.13K +174 +0.2%
PFA
328
Pure Financial Advisors
California
$1.03M -$13.4K -1,098 -1%
SAM
329
S.A. Mason
Michigan
$1.01M -$5.88K -480 -0.6%
MIAN
330
Mariner Independent Advisor Network
Kansas
$1.01M -$1.05M -85,224 -51%
DP
331
Denver PWM
Colorado
$1.01M -$362K -29,574 -26%
CIA
332
Compass Ion Advisors
Pennsylvania
$1M -$140K -11,478 -12%
PA
333
Pinnacle Associates
New York
$1M -$34.2K -2,790 -3%
VWA
334
VERITY Wealth Advisors
United States
$989K – – –
EWM
335
Evermay Wealth Management
Virginia
$978K +$103K +8,400 +12%
AFAS
336
Acorn Financial Advisory Services
Virginia
$971K -$57.4K -4,710 -6%
SHWM
337
Silicon Hills Wealth Management
Texas
$968K -$955 -78 -0.1%
AA
338
Ancora Advisors
Ohio
$959K -$93K -7,596 -9%
GWM
339
Gray Wealth Management
Maine
$956K +$28.9K +2,352 +3%
DSN
340
D. Scott Neal
Kentucky
$955K -$20.3K -1,656 -2%
DI
341
Disciplined Investments
Oklahoma
$955K +$3.75K +306 +0.4%
SCM
342
Southport Capital Management
Tennessee
$937K – – –
BWM
343
BCS Wealth Management
Tennessee
$934K +$58.2K +4,752 +7%
TL
344
TrueWealth LLC
Georgia
$923K +$73 +6 +0%
PIP
345
Peachtree Investment Partners
Florida
$923K +$1.76K +144 +0.2%
RM
346
Resource Management
Louisiana
$916K – – –
DAS
347
Dynamic Advisor Solutions
Arizona
$916K +$80K +6,534 +10%
FNBOMD
348
First National Bank of Mount Dora
Florida
$896K – – –
ML
349
McAdam LLC
Pennsylvania
$880K +$28.6K +2,334 +3%
Fisher Asset Management
350
Fisher Asset Management
Washington
$872K +$872K +71,220 New
12 13
14
15 16