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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CFS
251
CRA Financial Services
New Jersey
$1.56M +$162K +16,056 +12%
HFA
252
Huber Financial Advisors
Illinois
$1.54M +$319K +31,704 +26%
SIC
253
Salem Investment Counselors
North Carolina
$1.5M +$3.63K +360 +0.2%
FAIM
254
Financial Advocates Investment Management
Washington
$1.48M +$19.9K +1,974 +1%
JWBC
255
John W. Brooker & Co
California
$1.48M +$134K +13,356 +10%
QCG
256
Quadrant Capital Group
Ohio
$1.47M -$217K -21,450 -13%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$1.47M – – –
PPP
258
Private Portfolio Partners
New Jersey
$1.43M – – –
RF
259
RHS Financial
California
$1.37M -$195K -19,314 -12%
SCA
260
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M +$72.6K +7,206 +6%
GA
261
Gateway Advisory
New Jersey
$1.35M -$841K -83,520 -38%
SFS
262
Sowell Financial Services
Arkansas
$1.3M -$1.36M -135,306 -51%
RW
263
RVW Wealth
California
$1.3M -$2.72M -269,946 -68%
BAM
264
Baldrige Asset Management
Pennsylvania
$1.29M +$23.2K +2,304 +2%
AC
265
Addison Capital
Pennsylvania
$1.28M -$144K -14,262 -10%
CWS
266
Cypress Wealth Services
California
$1.27M -$102K -10,146 -7%
BIA
267
Bigelow Investment Advisors
Maine
$1.27M +$48.6K +4,830 +4%
WIC
268
Woodmont Investment Counsel
Tennessee
$1.24M – – –
PFC
269
Phocas Financial Corp
California
$1.24M -$1.47M – –
SEEDPG
270
S.E.E.D. Planning Group
New York
$1.22M +$69.5K +6,906 +6%
WPIC
271
White Pine Investment Company
Michigan
$1.22M -$120K -11,898 -9%
PAMG
272
Patton Albertson Miller Group
Tennessee
$1.22M +$10.8K +1,068 +0.9%
WPA
273
West Paces Advisors
Georgia
$1.21M +$232K +23,082 +24%
Deutsche Bank
274
Deutsche Bank
Germany
$1.21M +$1M +99,678 +494%
NL
275
NEPC LLC
Massachusetts
$1.2M – – –
9 10
11
12 13