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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 %
PFA
426
Pinnacle Family Advisors
Missouri
$524K +$524K +42,798 New
WCM
427
WealthBridge Capital Management
Ohio
$520K +$147 +12 +0%
CWM
428
Cranbrook Wealth Management
Michigan
$517K – – –
GT
429
Glenmede Trust
Pennsylvania
$514K +$431K +35,184 +518%
MIA
430
MainStreet Investment Advisors
Illinois
$510K – – –
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$510K – – –
William Blair & Company
432
William Blair & Company
Illinois
$504K -$779K -63,612 -61%
IFS
433
Ifrah Financial Services
Arkansas
$498K +$14.8K +1,212 +3%
AWA
434
Arkadios Wealth Advisors
Georgia
$497K +$238K +18,888 +92%
ATC
435
Argent Trust Co
Tennessee
$497K -$19.7K -1,614 -4%
SHA
436
Seneca House Advisors
Virginia
$495K +$514 +42 +0.1%
MAS
437
Managed Account Services
Florida
$495K +$32.8K +2,574 +7%
GMA
438
Goldstein Munger & Associates
California
$493K +$493K +40,290 New
OCM
439
One Capital Management
California
$492K -$220 -18 -0%
RCA
440
Rowland Carmichael Advisors
Arizona
$484K – – –
Bank of New York Mellon
441
Bank of New York Mellon
New York
$477K -$78.5K -6,402 -14%
NA
442
NewEdge Advisors
Louisiana
$476K +$30.9K +2,526 +7%
GG
443
Gofen & Glossberg
Illinois
$475K -$11.2K -912 -2%
WAM
444
Weatherly Asset Management
California
$474K -$62.8K -5,130 -12%
SCA
445
Stonebridge Capital Advisors
Minnesota
$474K – – –
VCM
446
Versant Capital Management
Arizona
$471K -$39.3K -3,210 -8%
GRP
447
Global Retirement Partners
California
$468K +$28.2K +2,304 +6%
EWA
448
EP Wealth Advisors
California
$466K -$1.25K -102 -0.3%
FNBT
449
FineMark National Bank & Trust
Florida
$462K +$2.2K +180 +0.5%
SBSB
450
Sullivan, Bruyette, Speros & Blaney
Virginia
$458K +$220 +18 +0%
16 17
18
19 20