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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 %
US Bancorp
576
US Bancorp
Minnesota
$117K -$3.74K -306 -3%
ACA
577
Aptus Capital Advisors
Alabama
$115K – – –
SL
578
Savior LLC
Massachusetts
$111K +$20.9K +1,704 +23%
SIAP
579
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$110K – – –
AWM
580
Apollon Wealth Management
South Carolina
$104K +$104K +8,484 New
BAMG
581
Brand Asset Management Group
Missouri
$95K -$292 -24 -0.3%
MHR
582
Matthew Hamilton Rosenberg
$88K +$88K +7,182 New
MWA
583
Moser Wealth Advisors
Washington
$85K +$73 +6 +0.1%
PFSC
584
Peoples Financial Services Corp
Pennsylvania
$84K – – –
BFO
585
Biltmore Family Office
North Carolina
$83K – – –
FHA
586
Flagship Harbor Advisors
Massachusetts
$79K +$7.45K +612 +10%
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$2.29K +186 +3%
LB
588
Legacy Bridge
Iowa
$75K – – –
RMC
589
Regis Management Company
California
$72.5K -$4.77K -38,952 -6%
PCFFS
590
Pacific Center for Financial Services
California
$72K +$293 +24 +0.4%
LWM
591
Liberty Wealth Management
California
$69K +$146 +12 +0.2%
CFGS
592
Concourse Financial Group Securities
Alabama
$64K +$64K +5,238 New
ME
593
McIlrath & Eck
Washington
$59K – – –
CAAS
594
Capital Asset Advisory Services
Michigan
$59K +$80 +6 +0.1%
ABC
595
Associated Banc-Corp
Wisconsin
$58K – – –
AIA
596
Armor Investment Advisors
North Carolina
$56K – – –
EWM
597
Edge Wealth Management
New York
$55K -$34K -2,796 -38%
CWA
598
Carolina Wealth Advisors
South Carolina
$51K -$7.61K -624 -13%
EWM
599
Elmwood Wealth Management
California
$50K -$5.93K -480 -11%
SWA
600
Sutton Wealth Advisors
Florida
$46.2K – – –
22 23
24
25 26