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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 %
CAG
376
Crestwood Advisors Group
Massachusetts
$785K +$123K +10,038 +19%
PA
377
Perennial Advisors
New York
$776K -$19.8K -1,620 -2%
CWS
378
Cypress Wealth Services
California
$765K -$785K -64,092 -51%
AWA
379
Acorn Wealth Advisors
Michigan
$763K -$112K -9,174 -13%
PWM
380
Perigon Wealth Management
California
$746K +$97.2K +7,932 +15%
SWM
381
SVA Wealth Management
Wisconsin
$738K -$26.4K -2,160 -3%
MA
382
MCF Advisors
Kentucky
$733K -$77.3K -6,312 -10%
Citigroup
383
Citigroup
New York
$729K +$525K +42,876 +258%
PIM
384
Penobscot Investment Management
Massachusetts
$723K -$359K -29,280 -33%
TWM
385
Tolleson Wealth Management
Texas
$723K -$220 -18 -0%
RI
386
Ridgewood Investments
New Jersey
$717K – – –
CTA
387
Chesley Taft & Associates
Illinois
$690K – – –
GSAM
388
Grant Street Asset Management
Pennsylvania
$684K +$684K +55,878 New
AFA
389
Atlanta Financial Associates
Georgia
$683K -$30.5K -2,490 -4%
NRI
390
NFP Retirement Inc
California
$683K +$7.13K +582 +1%
SIAS
391
Shine Investment Advisory Services
Colorado
$677K -$271K -22,158 -29%
AAP
392
Arax Advisory Partners
Colorado
$677K +$207K +16,908 +44%
GP
393
Greenline Partners
New York
$671K +$2.72K +222 +0.4%
TCM
394
Twele Capital Management
Minnesota
$670K -$66.7K -5,448 -9%
SW
395
SVB Wealth
Massachusetts
$665K – – –
G
396
Gainplan
Michigan
$658K -$69.6K -5,682 -10%
EPM
397
Elm Partners Management
Pennsylvania
$657K +$657K +53,688 New
SFSIG
398
San Francisco Sentry Investment Group
California
$620K +$9.92K +810 +2%
WWM
399
Windsor Wealth Management
Indiana
$618K +$94.2K +7,692 +18%
HIM
400
Hanlon Investment Management
New Jersey
$617K +$69.5K +5,670 +13%
14 15
16
17 18