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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 %
EWM
351
Evermay Wealth Management
Virginia
$720K -$28.9K -2,868 -4%
CNFG
352
Creegan & Nassoura Financial Group
New Hampshire
$712K – – –
NNP
353
Nachman Norwood & Parrott
South Carolina
$711K – – –
ML
354
McAdam LLC
Pennsylvania
$700K +$700K +69,552 New
SCM
355
Seascape Capital Management
New Hampshire
$692K +$26.1K +2,592 +4%
CRC
356
Curi RMB Capital
Illinois
$690K +$690K +68,544 New
DAS
357
Dynamic Advisor Solutions
Arizona
$687K -$150K -14,922 -18%
FWM
358
Focused Wealth Management
New York
$686K +$36.3K +3,606 +6%
NHC
359
Nicholas Hoffman & Company
Georgia
$684K -$140K -13,932 -17%
CA
360
Callahan Advisors
Texas
$684K +$60 +6 +0%
HI
361
Hendershot Investments
Virginia
$684K +$57.8K +5,736 +9%
5L
362
55I LLC
Massachusetts
$679K -$1.84M -168,822 -73%
RCA
363
Resonant Capital Advisors
Wisconsin
$678K +$678K +67,344 New
CAN
364
Cetera Advisor Networks
California
$677K +$191K +18,954 +39%
SAM
365
Smithbridge Asset Management
Pennsylvania
$676K +$3.14K +312 +0.5%
MA
366
MCF Advisors
Kentucky
$667K +$1.51K +150 +0.2%
HA
367
Harborview Advisors
Maine
$660K +$53.9K +5,352 +9%
JWM
368
JFG Wealth Management
Colorado
$658K +$20.9K +2,076 +3%
CCM
369
Chilton Capital Management
Texas
$656K +$53.4K +5,304 +9%
PA
370
Perennial Advisors
New York
$655K -$135K -13,416 -17%
HR
371
Hayden Royal
North Carolina
$652K +$652K +64,764 New
CFA
372
Carroll Financial Associates
North Carolina
$650K +$9.72K +966 +2%
BF
373
Blankinship & Foster
California
$649K -$568K -56,388 -47%
ODG
374
O'Dell Group
Ohio
$641K – – –
SGCA
375
Steel Grove Capital Advisors
Tennessee
$633K -$49.8K -4,944 -7%
13 14
15
16 17