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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 %
AAS
476
Annex Advisory Services
Wisconsin
$355K -$57.4K -4,692 -14%
GC
477
Gilbert & Cook
Iowa
$355K +$355K +29,010 New
TC
478
TownSquare Capital
Utah
$354K +$354K +28,416 New
IF
479
IRON Financial
Illinois
$352K +$1.99K +162 +0.6%
ACM
480
Armbruster Capital Management
New York
$350K -$52.2K -4,254 -13%
ACP
481
Aviance Capital Partners
Florida
$342K – – –
QC
482
QCM Cayman
Texas
$341K +$341K +27,852 New
IC
483
InterOcean Capital
Illinois
$339K -$59.6K -4,866 -15%
NFG
484
Next Financial Group
Texas
$336K -$74 -6 -0%
VWA
485
V Wealth Advisors
Kansas
$331K -$91.9K -7,506 -22%
ARMC
486
American Research & Management Company
Massachusetts
$327K – – –
LWMT
487
Legacy Wealth Management (Tennessee)
Tennessee
$305K -$41.8K -3,414 -12%
MAM
488
Mastrapasqua Asset Management
Tennessee
$302K +$10.2K +828 +3%
CF
489
Centaurus Financial
California
$301K -$29.9K -2,448 -9%
NEGWA
490
New England Guild Wealth Advisors
Connecticut
$296K -$91.6K -7,494 -24%
PFS
491
Prospera Financial Services
Texas
$294K -$92.8K -7,572 -24%
RPA
492
Rock Point Advisors
Vermont
$292K – – –
SSI
493
Scott & Selber Inc
Texas
$292K +$28.9K +2,364 +11%
TW
494
Transform Wealth
Colorado
$290K +$25.4K +2,076 +10%
AMIM
495
Aull & Monroe Investment Management
Alabama
$287K – – –
TFS
496
TrustCore Financial Services
Tennessee
$286K +$18.3K +1,500 +7%
KBFS
497
Kohmann Bosshard Financial Services
Ohio
$285K -$74 -6 -0%
JIC
498
Joel Isaacson & Co
New York
$280K -$93.2K -7,608 -25%
VDI
499
Vaughan David Investments
Illinois
$276K +$276K +22,506 New
Financial Engines Advisors
500
Financial Engines Advisors
California
$273K +$273K +22,296 New
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