SCHB icon

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 %
CG
76
Caprock Group
Idaho
$14.7M 200,508 -2,459 -1%
BCMO
77
Buckingham Capital Management (Ohio)
Ohio
$13.7M 186,659 +1,727 +0.9%
SFP
78
Strategic Financial Planning
Texas
$13.2M 180,097 -13,180 -7%
PAM
79
Pegasus Asset Management
New York
$12.8M 174,894 -2,550 -1%
BJ
80
Brouwer & Janachowski
California
$12.3M 167,890 -6,621 -4%
Morgan Stanley
81
Morgan Stanley
New York
$12.3M 167,695 -13,801 -8%
BIP
82
Blueprint Investment Partners
North Carolina
$12.3M 167,644 +101,584 +154%
SFG
83
Sunburst Financial Group
Alabama
$12.2M 165,559 +339 +0.2%
TWM
84
Tanglewood Wealth Management
Texas
$12M 163,494 -29,206 -15%
OIA
85
OneDigital Investment Advisors
Kansas
$11.5M 156,667 -11,052 -7%
JIP
86
Jaffetilchin Investment Partners
Florida
$10.9M 148,714 -2,186 -1%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$10.8M 138,644 -64,014 -32%
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$10.7M 146,070 -2,484 -2%
TW
89
TrinityPoint Wealth
Connecticut
$10.7M 145,700 -1,091 -0.7%
PP
90
PrairieView Partners
Minnesota
$10.7M 145,117 -12,449 -8%
AF
91
Advisornet Financial
Minnesota
$10.5M 143,350 +14,263 +11%
KM
92
Kalos Management
Georgia
$10.1M 125,358 +35,242 +39%
UWM
93
USAdvisors Wealth Management
Minnesota
$10M 136,256 -7,750 -5%
Citadel Advisors
94
Citadel Advisors
Florida
$9.92M 134,974 +134,974 New
WI
95
WBI Investments
New Jersey
$9.89M 134,639 +134,639 New
RIM
96
Rockbridge Investment Management
New York
$9.73M 132,394 +132,394 New
GFS
97
GYL Financial Synergies
Connecticut
$9.68M 131,776 -418 -0.3%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$9.15M 124,559 +106,701 +597%
PA
99
Planning Alternatives
Michigan
$8.95M 121,802 -78,928 -39%
MWP
100
Meridian Wealth Partners
Pennsylvania
$8.93M 121,547 -9,133 -7%
2 3
4
5 6