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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.

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
1
Milliman Financial Risk Management
Illinois
$368M
2
CC
2
Callan Capital
California
$66.1M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$17M
4
ECML
4
Eagle Capital Management (Louisiana)
Louisiana
$17M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$37.9M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$660M
3
Northern Trust
3
Northern Trust
Illinois
$530K
4
PCA
4
Personal Capital Advisors
California
$6.37M
5
Betterment LLC
5
Betterment LLC
New York
$390M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
51
Legacy Financial Strategies
Kansas
$19.4M 1,586,070 +36,936 +2%
JWS
52
Juncture Wealth Strategies
Arizona
$19.3M 1,576,320 +130,698 +9%
SA
53
Strategic Advisors
New York
$19.3M 1,487,784 -201,510 -12%
FANJ
54
Financial Architects (New Jersey)
New Jersey
$18.8M 1,534,092 +75,738 +5%
RBC
55
Roble Belko & Company
Pennsylvania
$18.5M 1,514,700 -42,072 -3%
MAS
56
Madden Advisory Services
Florida
$18.4M 1,504,398 -2,400 -0.2%
Creative Planning
57
Creative Planning
Kansas
$18.4M 1,502,244 -383,220 -20%
DW
58
Domani Wealth
Pennsylvania
$18M 1,471,572 -3,330 -0.2%
HighTower Advisors
59
HighTower Advisors
Illinois
$18M 1,466,820 -8,226 -0.6%
LPL Financial
60
LPL Financial
California
$17.9M 1,462,938 -133,950 -8%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$17.9M 1,459,320 +18,828 +1%
BC
62
Bartlett & Co
Ohio
$17.9M 1,459,320 +18,828 +1%
WA
63
WBH Advisory
Maryland
$17.8M 1,454,478 +38,442 +3%
K
64
Kemper
Illinois
$17.5M 1,426,290 – –
LPT
65
Legacy Private Trust
Wisconsin
$17.2M 1,406,556 +623,910 +80%
TI
66
Truepoint Inc
Ohio
$17.1M 1,393,980 -212,772 -13%
BFA
67
Beaumont Financial Advisors
Massachusetts
$17M 1,389,414 +1,389,414 New
ECML
68
Eagle Capital Management (Louisiana)
Louisiana
$17M 1,386,204 +1,386,204 New
MF
69
Manchester Financial
California
$16.6M 1,358,730 -1,828,794 -57%
Truist Financial
70
Truist Financial
North Carolina
$16.6M 1,355,994 +66,000 +5%
Wells Fargo
71
Wells Fargo
California
$15.8M 1,287,684 +28,746 +2%
VNA
72
Valley National Advisers
Pennsylvania
$15.7M 1,282,698 -930,258 -42%
ECM
73
Elgethun Capital Management
South Dakota
$15.4M 1,268,364 -431,424 -25%
EE
74
EWG Elevate
California
$15.1M 1,231,974 -52,392 -4%
CHJWM
75
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.9M 1,150,770 -22,752 -2%
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