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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 %
LWAC
326
Laurel Wealth Advisors (California)
California
$847K -$7.79K -774 -0.9%
SAM
327
S.A. Mason
Michigan
$838K -$127K -12,618 -13%
Renaissance Technologies
328
Renaissance Technologies
New York
$834K -$228K -22,680 -22%
CPIG
329
Chicago Partners Investment Group
Illinois
$827K +$112K +9,966 +16%
COF
330
Capital One Financial
Virginia
$822K +$822K +81,618 New
VWA
331
VERITY Wealth Advisors
United States
$813K – – –
DSN
332
D. Scott Neal
Kentucky
$802K -$185K -18,324 -19%
SHWM
333
Silicon Hills Wealth Management
Texas
$797K +$788K +78,264 +8,638%
SS
334
Sunbelt Securities
Texas
$792K +$792K +70,482 New
MAG
335
Mayfair Advisory Group
Alabama
$784K -$1M -99,240 -56%
DI
336
Disciplined Investments
Oklahoma
$782K +$774K +76,842 +9,214%
SIAS
337
Shine Investment Advisory Services
Colorado
$780K -$120K -11,940 -13%
SCM
338
Southport Capital Management
Tennessee
$771K +$771K +76,512 New
FWM
339
Frontier Wealth Management
Missouri
$763K +$253K +25,104 +50%
TL
340
TrueWealth LLC
Georgia
$759K +$700K +69,480 +1,180%
GWM
341
Gray Wealth Management
Maine
$758K +$758K +75,420 New
PIP
342
Peachtree Investment Partners
Florida
$757K +$65.8K +6,540 +10%
RM
343
Resource Management
Louisiana
$754K -$29.3K -2,904 -4%
JFGLC
344
Johnson Financial Group LLC (Colorado)
Colorado
$746K +$97.7K +9,702 +15%
DI
345
Diligent Investors
California
$738K +$907 +90 +0.1%
FNBOMD
346
First National Bank of Mount Dora
Florida
$738K +$18.1K +1,800 +3%
SCP
347
Shorepoint Capital Partners
Massachusetts
$727K +$151K +15,018 +26%
AWA
348
Acorn Wealth Advisors
Michigan
$726K -$18.5K -1,818 -2%
LAIC
349
Lederer & Associates Investment Counsel
California
$722K -$1.75K -174 -0.2%
BWM
350
BCS Wealth Management
Tennessee
$721K +$226K +22,434 +46%
12 13
14
15 16