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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 %
BF
401
Blankinship & Foster
California
$615K -$174K -14,178 -22%
DADC
402
D.A. Davidson & Co
Montana
$613K -$2.79M -227,880 -82%
GI
403
GS Investments
Minnesota
$601K +$1.32K +108 +0.2%
SGCA
404
Steel Grove Capital Advisors
Tennessee
$598K -$172K -14,040 -22%
NDSI
405
Newman Dignan & Sheerar Inc
Rhode Island
$597K +$28.3K +2,196 +5%
BPM
406
Bowling Portfolio Management
Ohio
$593K +$162K +13,230 +38%
PIA
407
Pinion Investment Advisors
Kansas
$592K +$94.6K +7,722 +19%
CWM
408
Cabot Wealth Management
Massachusetts
$587K -$178K -14,580 -23%
PP
409
Pegasus Partners
Wisconsin
$587K – – –
SFG
410
StrategIQ Financial Group
Indiana
$586K -$4.34K -354 -0.7%
EGWAG
411
Elwood & Goetz Wealth Advisory Group
Georgia
$561K +$14.2K +1,158 +3%
CCM
412
Carlson Capital Management
Minnesota
$552K -$20.9K -1,662 -4%
PWA
413
Physician Wealth Advisors
Utah
$551K +$55.1K +4,140 +11%
CAN
414
Cetera Advisor Networks
California
$549K -$274K -22,356 -33%
GC
415
Garde Capital
Washington
$547K -$6.54K -534 -1%
HIC
416
Holderness Investments Company
North Carolina
$543K -$11.1K -906 -2%
AFP
417
Ausdal Financial Partners
Iowa
$542K +$48.6K +3,966 +10%
ECG
418
EPIQ Capital Group
California
$540K +$2.2K +180 +0.4%
CAI
419
Capital Advisors Inc
Oklahoma
$538K -$18.4M -1,384,734 -97%
FWM
420
Frontier Wealth Management
Missouri
$538K -$390K -31,848 -42%
TAM
421
Townsend Asset Management
North Carolina
$537K +$881 +72 +0.2%
TC
422
Tatro Capital
Kentucky
$537K +$537K +43,854 New
SW
423
SkyOak Wealth
Michigan
$535K +$111K +9,090 +26%
Northern Trust
424
Northern Trust
Illinois
$530K -$225M -18,350,802 -100%
CA
425
Cetera Advisors
Colorado
$527K -$45.9K -3,750 -8%
15 16
17
18 19