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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 %
LWANC
626
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K +$1.41K +114 +6%
FHA
627
First Horizon Advisors
Tennessee
$23K -$5.51K -450 -19%
BAM
628
Barrett Asset Management
New York
$23K – – –
SWM
629
Selective Wealth Management
Virginia
$22K -$3.33K -270 -13%
NG
630
NWK Group
California
$22K – – –
HWM
631
HighMark Wealth Management
Minnesota
$20K +$73 +6 +0.4%
OFG
632
Oxford Financial Group
Indiana
$19K +$19K +1,518 New
MCM
633
Manchester Capital Management
Vermont
$18K – – –
TCM
634
Tradewinds Capital Management
Washington
$18K – – –
Rockefeller Capital Management
635
Rockefeller Capital Management
New York
$17K -$9.45K -774 -36%
WFMPM
636
Woodley Farra Manion Portfolio Management
Indiana
$16K – – –
BAM
637
Bellevue Asset Management
Washington
$14K – – –
HNB
638
Huntington National Bank
Ohio
$14K – – –
JGIA
639
Jackson Grant Investment Advisers
Connecticut
$14K +$72 +6 +0.5%
POIA
640
Pin Oak Investment Advisors
Texas
$13K – – –
CMA
641
Cedar Mountain Advisors
Oregon
$13K +$3.32K +270 +34%
KPW
642
Kore Private Wealth
New York
$12K – – –
BWM
643
BerganKDV Wealth Management
Minnesota
$12K +$3.88K +318 +48%
NC
644
NewSquare Capital
Pennsylvania
$7K -$23.5K -2,010 -77%
ZB
645
Zions Bancorporation
Utah
$7K – – –
JCM
646
Jacobi Capital Management
Pennsylvania
$7K – – –
CWA
647
Core Wealth Advisors
Florida
$7K – – –
LIA
648
LS Investment Advisors
Michigan
$7K – – –
FP
649
Financial Perspectives
Minnesota
$6.1K – – –
TCOV
650
Trust Company of Vermont
Vermont
$5K -$3.15K -246 -39%
24 25
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