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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 %
JFGLC
676
Johnson Financial Group LLC (Colorado)
Colorado
– -$746K -74,052 Closed
SS
677
Sunbelt Securities
Texas
– -$792K -70,482 Closed
RCA
678
Resonant Capital Advisors
Wisconsin
– -$678K -67,344 Closed
JWM
679
JFG Wealth Management
Colorado
– -$658K -65,334 Closed
HR
680
Hayden Royal
North Carolina
– -$652K -64,764 Closed
ODG
681
O'Dell Group
Ohio
– -$641K -63,672 Closed
CWP
682
Capital Wealth Planning
Florida
– -$583K -57,900 Closed
PP
683
PDS Planning
Ohio
– -$432K -42,864 Closed
CBA
684
Coastal Bridge Advisors
Connecticut
– -$384K -38,172 Closed
CMO
685
Covenant Multifamily Offices
Texas
– -$376K -37,332 Closed
GLA
686
Good Life Advisors
Pennsylvania
– -$373K -37,074 Closed
GWM
687
Greenwich Wealth Management
Connecticut
– -$332K -33,000 Closed
CIBC Private Wealth Group
688
CIBC Private Wealth Group
Georgia
– -$287K -28,476 Closed
HW
689
Hamilton Wealth
California
– -$280K -27,792 Closed
Baird Financial Group
690
Baird Financial Group
Wisconsin
– -$276K -27,396 Closed
RWM
691
Ritholtz Wealth Management
New York
– -$260K -25,770 Closed
CL
692
CPWM LLC
Washington
– -$257K -25,500 Closed
BWA
693
BlueSky Wealth Advisors
North Carolina
– -$240K -23,844 Closed
PCM
694
Pennsylvania Capital Management
Pennsylvania
– -$224K -23,154 Closed
Cerity Partners
695
Cerity Partners
New York
– -$213K -21,180 Closed
CS
696
Capital Square
Tennessee
– -$111K -11,028 Closed
OAM
697
Oppenheimer Asset Management
New York
– -$71K -7,050 Closed
QAM
698
QCI Asset Management
New York
– -$64K -6,360 Closed
CA
699
Clearstead Advisors
Ohio
– -$47K -4,668 Closed
PCA
700
Providence Capital Advisors
North Carolina
– -$36K -3,612 Closed
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