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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.

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
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$41.2M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$368M
3
CC
3
Callan Capital
California
$66.1M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$17M
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$17M

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 %
Wealthfront Advisers
1
Wealthfront Advisers
California
$660M 8,976,717 -3,430,713 -28%
SCM
2
SCS Capital Management
Massachusetts
$393M 5,350,944 +72,794 +1%
Betterment LLC
3
Betterment LLC
New York
$390M 5,314,727 -686,656 -11%
MFRM
4
Milliman Financial Risk Management
Illinois
$368M 5,009,194 +549,046 +12%
EK
5
Evensky & Katz
Florida
$188M 2,560,007 -83,840 -3%
HP
6
HT Partners
Connecticut
$101M 1,368,981 -6,106 -0.4%
UBS Group
7
UBS Group
Switzerland
$87.1M 1,185,632 -683,413 -37%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$80.3M 1,092,729 -66,559 -6%
SG
9
Strid Group
Pennsylvania
$79.8M 1,086,401 -25,887 -2%
HSA
10
HBK Sorce Advisory
Pennsylvania
$78.9M 1,074,379 +160,631 +18%
EA
11
Evergreen Advisors
Tennessee
$72.1M 981,691 +14,742 +2%
CC
12
Callan Capital
California
$66.1M 899,224 +520,600 +137%
BFG
13
Bouchey Financial Group
New York
$64.8M 881,891 +38,402 +5%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$56.2M 765,427 +19,204 +3%
HB
15
Homrich & Berg
Georgia
$56.2M 764,320 -212,494 -22%
Bank of America
16
Bank of America
North Carolina
$56M 762,662 +36,497 +5%
TIM
17
Total Investment Management
Arizona
$53.4M 726,870 -17,076 -2%
CWM
18
Circle Wealth Management
New Jersey
$44.2M 601,496 -14,498 -2%
HCM
19
Hengehold Capital Management
Ohio
$41.9M 570,603 +9,817 +2%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$41.2M 560,575 +560,575 New
UCFA
21
United Capital Financial Advisors
Texas
$39.8M 541,133 -35,123 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$37.9M 516,452 -14,029,511 -96%
Brown Advisory
23
Brown Advisory
Maryland
$37.8M 515,111 +2,968 +0.6%
HWA
24
HHM Wealth Advisors
Tennessee
$35.1M 477,120 +30,783 +7%
SFS
25
Summit Financial Strategies
Ohio
$34.8M 473,371 -13,510 -3%
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