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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
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 Holding Trade Value Shares
Change 		Shares
Change %
SBL
126
Sargent Bickham Lagudis
Colorado
$5.66M +$2.96M +242,034 +110%
WPW
127
Waldron Private Wealth
Pennsylvania
$5.51M -$6.27M -511,842 -53%
TFF
128
The Family Firm
Maryland
$5.48M -$82.1K -6,702 -1%
AA
129
Apriem Advisors
California
$5.43M -$123K -10,020 -2%
CHA
130
Carmichael Hill & Associates
Maryland
$5.37M -$126K -10,260 -2%
CFMC
131
Curbstone Financial Management Corp
New Hampshire
$5.37M +$406K +33,180 +8%
PCIA
132
Prime Capital Investment Advisors
Kansas
$4.99M +$362K +29,526 +8%
CIAS
133
Capital Investment Advisory Services
North Carolina
$4.99M +$308K +25,170 +7%
JWA
134
JFS Wealth Advisors
Pennsylvania
$4.97M -$88K -7,188 -2%
AIA
135
Arcadia Investment Advisors
Idaho
$4.87M -$182K -14,886 -4%
APW
136
Aurora Private Wealth
New Jersey
$4.85M -$3.06M -249,852 -39%
WCM
137
Wealthcare Capital Management
Virginia
$4.84M +$4.08M +333,402 +540%
SFA
138
Sequoia Financial Advisors
Ohio
$4.8M +$1.25M +102,402 +35%
Goldman Sachs
139
Goldman Sachs
New York
$4.77M -$1.12M -91,152 -19%
MWM
140
Meridian Wealth Management
Kentucky
$4.76M -$790K -64,506 -14%
BA
141
Ballast Advisors
Minnesota
$4.75M +$80.7K +6,588 +2%
PP
142
Paloma Partners
Connecticut
$4.72M +$4.72M +385,020 New
ICM
143
Islay Capital Management
Texas
$4.71M -$608K -49,692 -11%
BWI
144
Beacon Wealthcare Inc
North Carolina
$4.69M +$588K +47,976 +14%
BlackRock
145
BlackRock
New York
$4.67M -$574K -46,890 -11%
WKWM
146
Walter & Keenan Wealth Management
Indiana
$4.65M +$4.65M +379,128 New
FA
147
Fagan Associates
New York
$4.59M -$869K -70,938 -16%
FTUS
148
Flow Traders U.S.
New York
$4.58M +$4.58M +373,824 New
SA
149
Shilanski & Associates
Alaska
$4.52M +$365K +29,772 +9%
SWM
150
SeaCrest Wealth Management
New York
$4.5M -$57K -4,656 -1%
4 5
6
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