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 %
BFPW
101
BOK Financial Private Wealth
Colorado
$8.86M 723,834 -123,726 -15%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$8.74M 713,478 -11,040 -2%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$8.64M 705,696 +201,486 +40%
SFSG
104
Stearns Financial Services Group
North Carolina
$8.32M 679,248 -15,792 -2%
SCM
105
Spreng Capital Management
Ohio
$8.01M 653,766 -38,334 -6%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$7.85M 641,316 -39,072 -6%
DBRC
107
D.B. Root & Company
Pennsylvania
$7.8M 636,876 -774 -0.1%
RC
108
Roundview Capital
New Jersey
$7.55M 616,476 +13,878 +2%
IA
109
IFP Advisors
Florida
$7.48M 619,500 -90,894 -13%
IAS
110
IMA Advisory Services
Colorado
$7.4M 603,882 -185,532 -24%
GCA
111
Genesee Capital Advisors
New York
$7.31M 597,324 +44,568 +8%
OWM
112
Opes Wealth Management
California
$7.12M 581,646 +24,210 +4%
TA
113
Trellis Advisors
Washington
$6.91M 564,522 +15,876 +3%
SWM
114
SigFig Wealth Management
California
$6.9M 566,952 -12,180 -2%
SC
115
Savant Capital
Illinois
$6.87M 561,288 -9,222 -2%
SCA
116
Strategic Capital Advisers
Colorado
$6.56M 535,620 +98,328 +22%
DLCIG
117
D.L. Carlson Investment Group
New Hampshire
$6.38M 521,322 +257,316 +97%
PCA
118
Personal Capital Advisors
California
$6.37M 520,494 -4,537,422 -90%
GAM
119
Garrison Asset Management
Arkansas
$6.33M 516,570 -55,332 -10%
JFG
120
JMG Financial Group
Illinois
$6.2M 505,902 -21,636 -4%
WC
121
Wealth CMT
New Jersey
$6.16M 503,298 +68,424 +16%
PS
122
Portfolio Solutions
Michigan
$5.83M 476,280 +155,352 +48%
TCM
123
Towercrest Capital Management
Pennsylvania
$5.78M 471,630 -64,326 -12%
AWMG
124
Alliance Wealth Management Group
New Jersey
$5.78M 471,630 -64,326 -12%
HFA
125
Hoover Financial Advisors
Pennsylvania
$5.73M 468,048 +3,936 +0.8%
3 4
5
6 7