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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 Holding Trade Value Shares
Change 		Shares
Change %
GIP
276
Granite Investment Partners
California
$1.2M -$181K -16,200 -13%
MMA
277
Miracle Mile Advisors
California
$1.2M +$11.8K +1,176 +1%
MWM
278
Madison Wealth Management
Ohio
$1.19M +$216K +21,450 +22%
SBH
279
Segall Bryant & Hamill
Illinois
$1.18M -$29.9K -2,970 -2%
PWSG
280
Pacific Wealth Strategies Group
California
$1.18M -$4.37M -434,256 -79%
RPSA
281
Richard P. Slaughter Associates
Texas
$1.17M -$50.3K -4,998 -4%
JPLA
282
Joseph P. Lucia & Associates
New York
$1.16M -$25.1K -2,496 -2%
PP
283
Palladium Partners
Virginia
$1.16M +$18.1K +1,800 +2%
MWM
284
Merriman Wealth Management
Washington
$1.14M -$448K -44,496 -28%
CG
285
Colony Group
Massachusetts
$1.13M -$66.5K -6,606 -6%
ECM
286
Exchange Capital Management
Michigan
$1.13M -$27.9K -2,772 -2%
TIA
287
Traphagen Investment Advisors
New Jersey
$1.11M -$101K -10,044 -8%
FT
288
Fiduciary Trust
Massachusetts
$1.1M +$1.1M +109,116 New
ECG
289
Edge Capital Group
Georgia
$1.09M -$54.6K -5,424 -5%
CI
290
CX Institutional
Indiana
$1.09M +$393K +39,054 +56%
AIM
291
Aurora Investment Managers
Florida
$1.09M -$15.8K -1,572 -1%
DP
292
Denver PWM
Colorado
$1.08M +$210K +21,708 +24%
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
$1.08M +$644K +63,948 +148%
CFA
294
Capstone Financial Advisors
Illinois
$1.08M -$18.6K -1,842 -2%
William Blair & Company
295
William Blair & Company
Illinois
$1.06M -$1.72M -170,838 -62%
FWP
296
FAS Wealth Partners
Kansas
$1.05M +$130K +12,876 +14%
BWM
297
Benchmark Wealth Management
Connecticut
$1.04M – – –
MSS
298
Mitchell Sinkler & Starr
Pennsylvania
$1.03M +$380K +37,740 +59%
CAM
299
Carret Asset Management
New York
$1.01M +$38.7K +3,840 +4%
EWM
300
Empirical Wealth Management
Washington
$1.01M +$52.4K +5,202 +5%
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