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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 %
CL
451
Choreo LLC
Illinois
$455K +$108K +8,790 +31%
VCM
452
Vigilant Capital Management
Maine
$449K -$78.7K -6,432 -15%
LW
453
Linscomb Wealth
Texas
$436K -$120K -9,786 -22%
CFIA
454
Cantor Fitzgerald Investment Advisors
New York
$436K +$35K +2,862 +9%
APA
455
American Portfolios Advisors
New York
$432K +$34.8K +2,838 +9%
EFSCE
456
Enterprise Financial Services Corp (EFSC)
Missouri
$425K -$77.9K -6,366 -15%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$425K +$147 +12 +0%
Stifel Financial
458
Stifel Financial
Missouri
$416K -$9.76K -798 -2%
FIM
459
Frontier Investment Management
Texas
$399K -$16.5K -1,344 -4%
CIC
460
Carnegie Investment Counsel
Ohio
$398K -$150K -12,228 -27%
S
461
SignatureFD
Georgia
$396K +$14.2K +1,164 +4%
BFC
462
Bedel Financial Consulting
Indiana
$395K -$18.1K -1,476 -4%
CP
463
Corbenic Partners
Pennsylvania
$387K -$10.9K -888 -3%
GBBWRPM
464
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$386K -$688K -56,136 -64%
MCM
465
Maxim Capital Management
California
$382K +$37.7K +2,940 +11%
SAM
466
Summit Asset Management
Tennessee
$378K – – –
IWM
467
IHT Wealth Management
Illinois
$376K -$145K -11,880 -28%
KeyBank National Association
468
KeyBank National Association
Ohio
$375K -$8.2M -669,888 -96%
SSWM
469
Smith Salley Wealth Management
North Carolina
$375K – – –
CFA
470
Cahill Financial Advisors
Minnesota
$370K +$9.41K +768 +3%
BCM
471
Bowie Capital Management
Texas
$367K -$147K -12,000 -29%
RWA
472
River Wealth Advisors
Pennsylvania
$361K +$956 +78 +0.3%
ODIJL
473
One Day In July LLC
Vermont
$359K – – –
AA
474
AF Advisors
California
$359K +$7.34K +600 +2%
APP
475
Avantax Planning Partners
Iowa
$356K +$147 +12 +0%
17 18
19
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