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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 %
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$34.5M +$1.33M +108,258 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$33.6M +$12.8M +1,042,692 +61%
KFA
28
Kays Financial Advisory
Georgia
$32.8M -$1.98M -161,448 -6%
JIP
29
JBJ Investment Partners
South Carolina
$32.7M +$494K +40,374 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$32.4M -$8.04M -656,406 -20%
AI
31
Accredited Investors
Minnesota
$31.8M -$3.23M -263,454 -9%
AP
32
Agilis Partners
Massachusetts
$31M -$5.37M -438,792 -15%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$30.6M +$201K +16,362 +0.7%
SFG
34
SNS Financial Group
Minnesota
$30.1M +$843K +68,874 +3%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$29.6M -$6.72M -549,060 -19%
SFC
36
SYM Financial Corp
Indiana
$29.5M +$73.3K +5,988 +0.2%
FPCG
37
Fort Pitt Capital Group
Pennsylvania
$29.1M -$584K -47,730 -2%
AAIM
38
Asset Advisors Investment Management
Georgia
$28.9M +$77.9K +6,360 +0.3%
NSAM
39
North Star Asset Management
Wisconsin
$28.6M -$2.1M -171,624 -7%
Mariner
40
Mariner
Kansas
$28.4M +$652K +53,280 +2%
BP
41
Ballentine Partners
Massachusetts
$26.2M +$6.2M +506,226 +31%
GAM
42
Gemmer Asset Management
California
$25.8M +$1.55M +126,612 +6%
PRS
43
Pinkerton Retirement Specialists
Idaho
$25.5M +$11.3M +920,862 +79%
AIP
44
Almanack Investment Partners
Pennsylvania
$25.1M +$2.57M +209,874 +11%
CCA
45
Cobblestone Capital Advisors
New York
$23.3M +$204K +16,626 +0.9%
FFN
46
Focus Financial Network
Minnesota
$23.2M -$2.85M -232,632 -11%
WWM
47
WT Wealth Management
Arizona
$22.5M -$1.45M -118,566 -6%
IDA
48
Intelligence Driven Advisers
California
$22.3M +$3.73M +304,632 +20%
PIMG
49
Patriot Investment Management Group
Tennessee
$21.5M -$681K -55,626 -3%
FNC
50
First National Corp
Massachusetts
$21.2M +$12.4M +1,009,986 +140%
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