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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

651 hedge funds and large institutions have $4.9B invested in Schwab US Broad Market ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 253 increasing their positions, 267 reducing their positions, and 72 closing their positions.

Holders
651
Holders Change
-30
Holders Change %
-4.41%
% of All Funds
14.38%
Holding in Top 10
100
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.09%
% of All Funds
2.21%
New
55
Increased
253
Reduced
267
Closed
72
Calls
$3.8M
Puts
$1.31M
Net Calls
+$2.49M
Net Calls Change
-$1.68M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$319M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$750M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$55.2M
4
PCA
4
Personal Capital Advisors
California
$53.3M
5
CC
5
Callan Capital
California
$22.9M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$270M
2
GSWM
2
Golden State Wealth Management
California
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$14.4M
4
Betterment LLC
4
Betterment LLC
New York
$363M
5
Bank of America
5
Bank of America
North Carolina
$43.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIC
226
ZWJ Investment Counsel
Georgia
$1.89M 31,306 +17,751 +131%
PP
227
PagnatoKarp Partners
Virginia
$1.89M 31,268 -72 -0.2%
PA
228
Parallel Advisors
California
$1.87M 30,935 +2,965 +11%
PCMC
229
Private Capital Management (Colorado)
Colorado
$1.86M 30,761 -2,961 -9%
DPI
230
Diversified Portfolios Inc
Michigan
$1.85M 30,612 -4,539 -13%
HCMT
231
Highland Capital Management (Tennessee)
Tennessee
$1.85M 30,587 -615 -2%
CFO
232
CVA Family Office
Colorado
$1.82M 30,092 +11,549 +62%
BJL
233
Brighton Jones LLC
Washington
$1.81M 29,984 +1,431 +5%
BAM
234
Berkshire Asset Management
Pennsylvania
$1.8M 29,749 +9,971 +50%
BL
235
BCWM LLC
Kansas
$1.78M 29,522 +969 +3%
RT
236
Rockland Trust
Massachusetts
$1.78M 29,449 -7,068 -19%
JHCP
237
Jackson Hole Capital Partners
Oklahoma
$1.75M 28,894 -16,705 -37%
ACM
238
AlphaStar Capital Management
North Carolina
$1.75M 27,267 -37,657 -58%
B
239
Bailard
California
$1.74M 28,867 -2,100 -7%
RJA
240
Raymond James & Associates
Florida
$1.74M 28,715 -1,355 -5%
LPIC
241
LeJeune Puetz Investment Counsel
Michigan
$1.72M 28,469 +1,100 +4%
LBC
242
Lowe Brockenbrough & Co
Virginia
$1.7M 28,160 -4,118 -13%
CA
243
Cambridge Advisors
Nebraska
$1.7M 28,113 +3,951 +16%
NCM
244
Novare Capital Management
North Carolina
$1.67M 27,644 +1,974 +8%
SWRP
245
Summit Wealth & Retirement Planning
California
$1.65M 27,378 -78 -0.3%
ACA
246
Atlas Capital Advisors
Wyoming
$1.64M 33,333 +33,187 +22,731%
SWM
247
Stockman Wealth Management
Montana
$1.62M 26,792 +4,305 +19%
BWL
248
Bogart Wealth LLC
Virginia
$1.62M 26,779 -9,568 -26%
OCG
249
Opus Capital Group
Ohio
$1.62M 26,733 +654 +3%
MIAN
250
Mariner Independent Advisor Network
Kansas
$1.61M 27,844 -4,500 -14%
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10
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