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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 %
Ameriprise
176
Ameriprise
Minnesota
$3.44M -$542K -44,244 -14%
JIC
177
Johnson Investment Counsel
Ohio
$3.39M -$96.4K -7,872 -3%
MPI
178
Mairs & Power Inc
Minnesota
$3.33M – – –
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$3.33M -$14.5K -1,182 -0.4%
RJFSA
180
Raymond James Financial Services Advisors
Florida
$3.28M +$3.28M +267,924 New
BCM
181
Boltwood Capital Management
California
$3.23M -$74.4K -6,072 -2%
RWM
182
RKL Wealth Management
Pennsylvania
$3.23M +$200K +16,356 +7%
BSW
183
Buckingham Strategic Wealth
Missouri
$3.23M +$433K +35,388 +16%
QCG
184
Quadrant Capital Group
Ohio
$3.18M +$1.4M +114,126 +79%
PV
185
Private Vista
Illinois
$3.14M +$73 +6 +0%
AWS
186
AJ Wealth Strategies
New York
$3.11M -$3.18M -259,536 -51%
LJAC
187
L.J. Altfest & Co
New York
$3.01M -$51.6K -4,212 -2%
IWMA
188
Ironwood Wealth Management (Arizona)
Arizona
$3M -$504K -41,154 -14%
PAG
189
Private Advisor Group
New Jersey
$2.97M -$82.1K -6,702 -3%
CAM
190
Cresset Asset Management
Illinois
$2.97M +$2.38M +194,466 +406%
CI
191
Cordant Inc
Oregon
$2.96M -$5.44K -444 -0.2%
GVAG
192
Great Valley Advisor Group
Delaware
$2.95M +$96.5K +7,884 +3%
ZF
193
Zhang Financial
Michigan
$2.95M -$212K -17,040 -7%
RSWM
194
Robertson Stephens Wealth Management
California
$2.95M -$885K -72,270 -23%
KIA
195
KCM Investment Advisors
California
$2.94M +$588 +48 +0%
LRPA
196
L. Roy Papp & Associates
Arizona
$2.92M -$129K -10,524 -4%
SAMC
197
Spectrum Asset Management (California)
California
$2.91M -$29.8K -2,430 -1%
ADL
198
Asset Dedication LLC
California
$2.9M -$3.74K -306 -0.1%
FC
199
Financial Consulate
Maryland
$2.9M +$80.8K +6,600 +3%
CWM
200
Chesapeake Wealth Management
Virginia
$2.89M -$8.6K -702 -0.3%
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