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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 %
OIA
551
Optimum Investment Advisors
Illinois
$186K – – –
LWM
552
Lenox Wealth Management
Ohio
$178K -$9.33K -762 -5%
MM
553
Main Management
California
$169K +$21.9K +1,788 +15%
JWM
554
Janiczek Wealth Management
Colorado
$164K – – –
PK
555
Pflug Koory
Nebraska
$163K +$1.1K +90 +0.7%
CAL
556
Capital Analysts LLC
Pennsylvania
$162K +$882 +72 +0.5%
IRC
557
Investors Research Corp
Georgia
$157K +$221 +18 +0.1%
JPMorgan Chase & Co
558
JPMorgan Chase & Co
New York
$156K +$3.16K +258 +2%
PFP
559
Pinnacle Financial Partners
Tennessee
$154K – – –
AC
560
AlphaCore Capital
California
$149K -$31.5K -2,568 -17%
TWA
561
TCI Wealth Advisors
Arizona
$147K – – –
SSB
562
Sandy Spring Bank
Maryland
$141K +$82.9K +6,798 +143%
FCA
563
FinTrust Capital Advisors
South Carolina
$136K – – –
Bank of Montreal
564
Bank of Montreal
Ontario, Canada
$136K +$75 +6 +0.1%
GWM
565
Geneos Wealth Management
Colorado
$132K -$1.14K -96 -0.9%
BW
566
Bison Wealth
Georgia
$132K +$60.3K +4,920 +84%
LFG
567
Larson Financial Group
Missouri
$131K -$10.7K -870 -8%
IF
568
Ironwood Financial
Arizona
$129K -$1.92K -156 -1%
PA
569
Procyon Advisors
Connecticut
$128K +$516 +42 +0.4%
VFA
570
Valeo Financial Advisors
Indiana
$127K -$8.03K -654 -6%
MA
571
MUFG Americas
New York
$123K -$102K -8,274 -45%
AWM
572
Avior Wealth Management
Nebraska
$123K -$1.03K -84 -0.8%
RWA
573
Ropes Wealth Advisors
Massachusetts
$122K – – –
DOA
574
D'Orazio & Associates
Virginia
$122K – – –
SIM
575
Sonora Investment Management
Arizona
$118K – – –
21 22
23
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