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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 %
SP
151
Successful Portfolios
Florida
$4.47M -$921K -75,246 -17%
VCM
152
Vivaldi Capital Management
Illinois
$4.42M -$3.38M -252,114 -43%
MA
153
Modus Advisors
Minnesota
$4.27M -$4.14M -337,962 -49%
ASN
154
Advisory Services Network
Georgia
$4.16M +$265K +21,600 +7%
WCM
155
Whitener Capital Management
North Carolina
$3.99M -$408K -33,330 -9%
DCM
156
Davis Capital Management
Florida
$3.98M +$141K +11,478 +4%
BPA
157
Beacon Pointe Advisors
California
$3.98M -$631K -51,606 -14%
WOSD
158
WFA of San Diego
California
$3.98M +$3.98M +324,612 New
MA
159
Mutual Advisors
Nebraska
$3.94M +$964K +78,738 +32%
MFGP
160
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.94M +$214K +17,514 +6%
AOWM
161
Alpha Omega Wealth Management
Virginia
$3.92M -$65.2K -5,328 -2%
CFO
162
CVA Family Office
Colorado
$3.88M +$1.67M +136,050 +75%
Chevy Chase Trust
163
Chevy Chase Trust
Maryland
$3.77M – – –
BCI
164
Brinker Capital Investments
Pennsylvania
$3.76M -$176K -14,346 -4%
PFM
165
Peak Financial Management
Massachusetts
$3.65M -$509K -41,580 -12%
RDWM
166
Red Door Wealth Management
Tennessee
$3.64M +$1.15M +93,720 +46%
OAJ
167
Ogorek Anthony Joseph
New York
$3.63M -$28.6M -2,333,754 -89%
HCA
168
Horan Capital Advisors
Ohio
$3.62M -$79.6K -6,498 -2%
AAG
169
Avalon Advisory Group
Pennsylvania
$3.62M -$1.51M -123,594 -30%
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$3.6M +$9.18K +750 +0.3%
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$3.58M -$91.3K -7,452 -2%
RW
172
REDW Wealth
New Mexico
$3.54M +$566K +46,242 +19%
SIA
173
Starfire Investment Advisers
Michigan
$3.52M +$104K +8,502 +3%
LCM
174
Liberty Capital Management
Michigan
$3.46M +$36.7K +2,994 +1%
MCCP
175
Mission Creek Capital Partners
California
$3.46M -$215K -17,544 -6%
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