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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 %
KWM
351
Keebeck Wealth Management
Illinois
$869K +$869K +70,968 New
SCP
352
Shorepoint Capital Partners
Massachusetts
$868K -$15.9K -1,296 -2%
LAIC
353
Lederer & Associates Investment Counsel
California
$865K -$12.3K -1,008 -1%
HI
354
Hendershot Investments
Virginia
$865K +$34K +2,778 +4%
SCM
355
Seascape Capital Management
New Hampshire
$864K +$23.2K +1,896 +3%
NCM
356
Northwest Capital Management
Oregon
$863K +$124K +10,092 +17%
COF
357
Capital One Financial
Virginia
$860K -$139K -11,364 -14%
RWRC
358
R.W. Roge & Company
New York
$857K -$299K -24,438 -26%
CNFG
359
Creegan & Nassoura Financial Group
New Hampshire
$849K -$16.5K -1,350 -2%
CPIG
360
Chicago Partners Investment Group
Illinois
$843K -$104K -8,142 -11%
CA
361
Callahan Advisors
Texas
$843K +$11.2K +918 +1%
DI
362
Diligent Investors
California
$841K -$55.4K -4,530 -6%
MML Investors Services
363
MML Investors Services
Massachusetts
$839K -$9.63M -786,510 -92%
CRC
364
Curi RMB Capital
Illinois
$839K +$73 +6 +0%
MAG
365
Mayfair Advisory Group
Alabama
$837K -$116K -9,480 -12%
NNP
366
Nachman Norwood & Parrott
South Carolina
$835K -$30.1K -2,460 -3%
NHC
367
Nicholas Hoffman & Company
Georgia
$835K +$2.65K +216 +0.3%
SAM
368
Smithbridge Asset Management
Pennsylvania
$829K +$6.25K +510 +0.8%
FWM
369
Focused Wealth Management
New York
$828K -$5.58K -456 -0.7%
HA
370
Harborview Advisors
Maine
$822K +$19.3K +1,578 +2%
CFA
371
Carroll Financial Associates
North Carolina
$817K +$26.9K +2,196 +3%
EAM
372
Evanson Asset Management
California
$810K +$184K +15,036 +29%
TIM
373
Tortoise Investment Management
New York
$800K +$176K +14,370 +28%
CCM
374
Chilton Capital Management
Texas
$787K -$10.3K -840 -1%
MMA
375
Miracle Mile Advisors
California
$785K -$670K -54,726 -46%
13 14
15
16 17