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

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$270M
2
GSWM
Golden State Wealth Management
California
$0
3
CAI
Capital Advisors Inc
Oklahoma
$14.4M
4
Betterment LLC
Betterment LLC
New York
$363M
5
Bank of America
Bank of America
North Carolina
$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
301
Sharkey, Howes & Javer
Colorado
$993K -$155K -15,408 -14%
WC
302
Waterloo Capital
Texas
$993K +$993K +98,592 New
AMG
303
Asset Management Group
Connecticut
$991K -$64.5K -6,408 -6%
SWM
304
Segment Wealth Management
Texas
$982K -$14.3K -1,422 -1%
WWM
305
Western Wealth Management
Colorado
$982K +$53.8K +5,352 +6%
ACA
306
Ackerman Capital Advisors
Texas
$981K +$981K +97,392 New
SCM
307
SOL Capital Management
Maryland
$971K -$47.8K -4,740 -5%
RWRC
308
R.W. Roge & Company
New York
$951K -$317K -31,482 -25%
CIA
309
Compass Ion Advisors
Pennsylvania
$940K +$940K +93,348 New
GCA
310
Gradient Capital Advisors
California
$935K -$61.4K -6,096 -6%
SIC
311
Sigma Investment Counselors
Michigan
$927K -$355K -35,292 -28%
BWP
312
BSW Wealth Partners
Colorado
$905K -$68.6K -6,810 -7%
SMC
313
Smith, Moore & Co
Missouri
$905K +$293K +29,100 +48%
IAP
314
Indie Asset Partners
Indiana
$897K +$91.3K +9,060 +11%
WCM
315
Weik Capital Management
Pennsylvania
$896K -$105K -10,470 -11%
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$896K +$237K +23,580 +36%
TYCC
317
Texas Yale Capital Corp
Florida
$890K -$11.5K -1,140 -1%
PIM
318
Penobscot Investment Management
Massachusetts
$890K -$4.54K -450 -0.5%
GBBWRPM
319
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$883K -$4.95M -491,436 -85%
FI
320
FormulaFolio Investments
Michigan
$870K -$5.17M -513,198 -86%
AA
321
Ancora Advisors
Ohio
$865K -$5.56K -552 -0.6%
PFA
322
Pure Financial Advisors
California
$858K -$311K -30,870 -27%
PA
323
Pinnacle Associates
New York
$852K -$33.5K -3,330 -4%
AFAS
324
Acorn Financial Advisory Services
Virginia
$850K +$199K +19,728 +31%
V
325
Veritable
Delaware
$849K -$236K -23,394 -22%
11 12
13
14 15