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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 %
CCM
601
Covington Capital Management
California
$45K – – –
PGAM
602
Princeton Global Asset Management
New Jersey
$45K +$45K +3,744 New
GWS
603
Glassman Wealth Services
Virginia
$44K – – –
CWM
604
Cedar Wealth Management
California
$44K – – –
CAC
605
Certified Advisory Corp
Florida
$43K – – –
CCA
606
Column Capital Advisors
Indiana
$42K +$73 +6 +0.2%
FMP
607
Financial Management Professionals
Texas
$41K -$4.75K -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 +$290 +24 +0.8%
PO
614
Private Ocean
California
$35K +$144 +12 +0.4%
HRC
615
Hoertkorn Richard Charles
$34K – – –
BCA
616
Berman Capital Advisors
Georgia
$33K +$219 +18 +0.7%
OPS
617
Orion Portfolio Solutions
Nebraska
$32K -$447 -36 -1%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$31K +$74 +6 +0.2%
EIP
619
Ellis Investment Partners
Pennsylvania
$31K +$147 +12 +0.5%
PG
620
Proffitt & Goodson
Tennessee
$30K -$2.58K -210 -8%
AWM
621
AllSquare Wealth Management
New York
$30K – – –
SPIA
622
Steward Partners Investment Advisory
New York
$27K -$1.84K -150 -6%
GI
623
Gradient Investments
Minnesota
$27K – – –
TVWM
624
Tower View Wealth Management
Wisconsin
$25K +$75 +6 +0.3%
CWC
625
Carolinas Wealth Consulting
North Carolina
$24K -$15.2K -1,224 -39%
23 24
25
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