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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 %
MCM
501
Mengis Capital Management
Oregon
$270K +$14.4K +1,176 +6%
CAL
502
Capital Advisors Ltd
Ohio
$267K – – –
BP
503
Broadleaf Partners
Ohio
$265K +$8.37K +684 +3%
GC
504
Grimes & Company
Massachusetts
$263K +$74 +6 +0%
AF
505
Allworth Financial
California
$262K – – –
AC
506
Abbrea Capital
California
$261K +$261K +21,288 New
FCIM
507
Fairview Capital Investment Management
California
$260K -$229K -18,720 -47%
RCAG
508
Rehmann Capital Advisory Group
Michigan
$260K – – –
MFG
509
Merit Financial Group
Georgia
$259K – – –
AIM
510
Anchor Investment Management
South Carolina
$258K +$9.18K +750 +4%
CFG
511
Capstone Financial Group
Oklahoma
$252K -$2.54K -204 -1%
VCWA
512
Vanguard Capital Wealth Advisors
Colorado
$248K +$248K +20,262 New
SFG
513
SevenBridge Financial Group
Pennsylvania
$246K +$515 +42 +0.2%
MFT
514
Moisand Fitzgerald Tamayo
Florida
$243K +$9.04K +738 +4%
PSF
515
Pacific Sun Financial
California
$242K +$242K +19,740 New
RHBC
516
R.H. Bluestein & Co
Michigan
$242K +$242K +19,800 New
PAS
517
Partnervest Advisory Services
California
$241K +$241K +19,644 New
CL
518
Cabana LLC
Arkansas
$240K -$8.59K -702 -3%
JC
519
Jacobs & Co
California
$237K -$23.4K -1,920 -9%
OWM
520
Orgel Wealth Management
Wisconsin
$235K -$118K -9,684 -34%
DY
521
Dowling & Yahnke
California
$235K +$235K +19,218 New
MGIA
522
Moneta Group Investment Advisors
Missouri
$232K +$232K +18,948 New
AWM
523
Altus Wealth Management
Kentucky
$231K +$231K +18,834 New
PB
524
Pinnacle Bancorp
Nebraska
$230K +$230K +18,780 New
QCMNJ
525
Quantum Capital Management (New Jersey)
New Jersey
$227K -$6.26K -510 -3%
19 20
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