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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 %
FAAS
526
First Allied Advisory Services
California
$227K +$227K +18,504 New
SCM
527
Schnieders Capital Management
California
$227K +$227K +18,552 New
LIM
528
Loudon Investment Management
New Hampshire
$225K +$225K +26,100 New
ECM
529
Evergreen Capital Management
Washington
$224K +$224K +18,300 New
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$220K +$589 +48 +0.3%
IWC
531
Integrated Wealth Concepts
Massachusetts
$220K +$220K +17,934 New
LFA
532
Lighthouse Financial Advisors
Maryland
$219K +$219K +17,886 New
HI
533
Human Investing
Oregon
$218K +$5.73K +468 +3%
HIC
534
Hartline Investment Corp
Illinois
$215K +$215K +17,586 New
APSP
535
Asset Planning Services (Pennsylvania)
Pennsylvania
$214K +$214K +17,460 New
FRA
536
Front Row Advisors
California
$213K – – –
SFP
537
Shepherd Financial Partners
Massachusetts
$213K +$213K +17,418 New
PAM
538
Premier Asset Management
Illinois
$212K +$212K +17,310 New
GLLW
539
Graves Light Lenhart Wealth
Virginia
$212K +$212K +17,322 New
RC
540
Rovin Capital
Arizona
$212K +$212K +17,352 New
HPWM
541
Highland Private Wealth Management
Washington
$211K +$211K +17,232 New
WA
542
Wealth Architects
California
$210K -$241K -19,650 -53%
BWA
543
Burt Wealth Advisors
Maryland
$205K – – –
RA
544
RFG Advisory
Alabama
$204K +$204K +16,650 New
Fifth Third Bancorp
545
Fifth Third Bancorp
Ohio
$200K +$120K +9,810 +150%
PAM
546
Private Asset Management
California
$200K +$200K +16,344 New
CCP
547
Clarkston Capital Partners
Michigan
$191K -$17.2K -1,410 -8%
HWA
548
Heritage Wealth Advisors
Virginia
$190K – – –
RFA
549
Reilly Financial Advisors
California
$190K – – –
WTC
550
WhitTier Trust Company
Nevada
$188K – – –
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