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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 %
FG
201
Fiduciary Group
Georgia
$2.88M -$86.2K -7,038 -3%
PWMG
202
Prestige Wealth Management Group
New Jersey
$2.88M -$237K -19,380 -8%
VCP
203
Vista Capital Partners
Oregon
$2.87M -$4.3M -351,102 -60%
KF
204
Krilogy Financial
Missouri
$2.85M -$118K -9,624 -4%
AIM
205
AMI Investment Management
Indiana
$2.83M -$145K -11,850 -5%
ISWM
206
Independent Solutions Wealth Management
New York
$2.8M -$135K -11,004 -5%
PMG
207
ProVise Management Group
Florida
$2.8M -$56.9K -4,650 -2%
PWSG
208
Pacific Wealth Strategies Group
California
$2.79M +$1.36M +111,282 +95%
NGA
209
Naples Global Advisors
Florida
$2.77M -$63.7K -5,202 -2%
BL
210
BCWM LLC
Kansas
$2.74M +$569K +46,440 +26%
LIM
211
Leavell Investment Management
Alabama
$2.73M +$56.8K +4,638 +2%
VA
212
Valmark Advisers
Ohio
$2.68M +$131K +10,728 +5%
NI
213
NYL Investors
New York
$2.67M -$7.35K -600 -0.3%
AWA
214
Alaska Wealth Advisors
Alaska
$2.66M +$70.5K +5,760 +3%
BAM
215
Belpointe Asset Management
Nevada
$2.61M +$63.9K +5,220 +3%
VC
216
Voit & Company
Wisconsin
$2.59M -$43.8K -3,576 -2%
SA
217
SRH Advisors
Kansas
$2.57M +$15.1K +1,230 +0.6%
PMFA
218
Plante Moran Financial Advisors
Michigan
$2.56M +$104K +8,526 +4%
SAM
219
Sawgrass Asset Management
Florida
$2.55M +$21.7K +1,770 +0.9%
ACI
220
Alpha Cubed Investments
California
$2.48M +$2.48M +202,086 New
FCM
221
Firestone Capital Management
Florida
$2.45M -$336K -27,414 -12%
HI
222
Hudock Inc
Pennsylvania
$2.44M -$640K -52,302 -21%
CMBA
223
C.M. Bidwell & Associates
Hawaii
$2.41M +$2.94K +240 +0.1%
EVM
224
Eaton Vance Management
Massachusetts
$2.4M -$14.9K -1,218 -0.6%
PA
225
PFG Advisors
Arizona
$2.4M +$67.5K +5,364 +3%
7 8
9
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