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Schwab US Broad Market ETF
SCHB

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

105% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $2.07M

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

10% more capital invested

Capital invested by funds: $4.9B → $5.4B (+$500M)

2% more funds holding

Funds holding: 651 → 665 (+14)

0% more funds holding in top 10

Funds holding in top 10: 100 → 100 (0)

20% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 283

49.53% less ownership

Funds ownership: 271.7% → 222.18% (-50%)

Holders
665
Holders Change
+14
Holders Change %
+2.15%
% of All Funds
13.64%
Holding in Top 10
100
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.05%
New
68
Increased
227
Reduced
283
Closed
48
Calls
$4.25M
Puts
$2.07M
Net Calls
+$2.18M
Net Calls Change
-$309K

Top Buyers

Rank Fund Capital Flow
1
TI
tru Independence
Oregon
+$54.4M
2
MFRM
Milliman Financial Risk Management
Illinois
+$38M
3
CC
Callan Capital
California
+$36M
4
BFA
Beaumont Financial Advisors
Massachusetts
+$16M
5
ECML
Eagle Capital Management (Louisiana)
Louisiana
+$16M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$970M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$237M
3
Northern Trust
Northern Trust
Illinois
-$212M
4
PCA
Personal Capital Advisors
California
-$52.3M
5
Betterment LLC
Betterment LLC
New York
-$47.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Covington Capital Management
California
$45K – – –
PGAM
602
Princeton Global Asset Management
New Jersey
$45K +$43.2K +3,744 New
CWM
603
Cedar Wealth Management
California
$44K – – –
GWS
604
Glassman Wealth Services
Virginia
$44K – – –
CAC
605
Certified Advisory Corp
Florida
$43K – – –
CCA
606
Column Capital Advisors
Indiana
$42K +$69 +6 +0.2%
FMP
607
Financial Management Professionals
Texas
$41K -$4.43K -384 -10%
MAWCM
608
Mine & Arao Wealth Creation & Management
California
$40K – – –
MCM
609
MV Capital Management
Maryland
$39K – – –
PCG
610
Private Capital Group
Connecticut
$38K – – –
WP
611
WealthShield Partners
North Carolina
$37K – – –
WT
612
Whittier Trust
California
$37K – – –
IA
613
Independence Advisors
Pennsylvania
$36K +$277 +24 +0.8%
PO
614
Private Ocean
California
$35K +$138 +12 +0.4%
HRC
615
Hoertkorn Richard Charles
$34K – – –
BCA
616
Berman Capital Advisors
Georgia
$33K +$208 +18 +0.7%
OPS
617
Orion Portfolio Solutions
Nebraska
$32K -$415 -36 -1%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$31K +$69 +6 +0.2%
EIP
619
Ellis Investment Partners
Pennsylvania
$31K +$138 +12 +0.5%
PG
620
Proffitt & Goodson
Tennessee
$30K -$2.42K -210 -8%
AWM
621
AllSquare Wealth Management
New York
$30K – – –
SPIA
622
Steward Partners Investment Advisory
New York
$27K -$1.73K -150 -6%
GI
623
Gradient Investments
Minnesota
$27K – – –
TVWM
624
Tower View Wealth Management
Wisconsin
$25K +$69 +6 +0.3%
CWC
625
Carolinas Wealth Consulting
North Carolina
$24K -$14.1K -1,224 -39%
23 24
25
26 27

SCHB Hedge Fund Activity: Q2 2020 in Review

665 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2020, worth a combined $5.4B — up 10% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SCHB positions and 48 closed out — a net gain of 20 holders — while 227 added to existing stakes and 283 trimmed.

The largest buyer was tru Independence, opening a new position worth an estimated $54.4M. The largest seller was Osaic Holdings, cutting an estimated $970M.

  • 665 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2020, up from 651 in Q1 2020.
  • Funds reported $5.4B of Schwab US Broad Market ETF stock for Q2 2020, up 10% quarter-over-quarter.
  • 68 funds opened new Schwab US Broad Market ETF positions in Q2 2020 and 48 closed out, a net change of +20 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2020 was tru Independence, an estimated $54.4M added.
  • The largest Schwab US Broad Market ETF seller in Q2 2020 was Osaic Holdings, an estimated $970M sold.

Based on aggregated 13F filings for Q2 2020.