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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 %
CWM
376
Cabot Wealth Management
Massachusetts
$630K -$524K -52,074 -45%
SWM
377
SVA Wealth Management
Wisconsin
$629K -$302K -30,024 -32%
MPM
378
Meritage Portfolio Management
Kansas
$629K +$40.8K +4,050 +7%
WCM
379
Wealthcare Capital Management
Virginia
$622K -$593K -58,938 -49%
NCM
380
Northwest Capital Management
Oregon
$608K -$212K -21,096 -26%
TCM
381
Twele Capital Management
Minnesota
$606K +$27K +2,682 +5%
G
382
Gainplan
Michigan
$599K -$27M -2,680,356 -98%
TWM
383
Tolleson Wealth Management
Texas
$595K +$595K +59,058 New
RI
384
Ridgewood Investments
New Jersey
$590K – – –
AFA
385
Atlanta Financial Associates
Georgia
$587K +$587K +58,272 New
CWP
386
Capital Wealth Planning
Florida
$583K -$53.9K -5,352 -8%
PWM
387
Perigon Wealth Management
California
$577K +$294K +27,012 +104%
CTA
388
Chesley Taft & Associates
Illinois
$568K +$1.51K +150 +0.3%
NRI
389
NFP Retirement Inc
California
$556K +$53.8K +5,340 +11%
GP
390
Greenline Partners
New York
$550K +$2.96K +294 +0.5%
SW
391
SVB Wealth
Massachusetts
$547K – – –
CAG
392
Crestwood Advisors Group
Massachusetts
$545K +$55.8K +5,532 +11%
EAM
393
Evanson Asset Management
California
$515K +$281K +27,852 +120%
TIM
394
Tortoise Investment Management
New York
$513K +$357K +35,496 +229%
CCM
395
Carlson Capital Management
Minnesota
$504K +$114K +10,284 +29%
SFSIG
396
San Francisco Sentry Investment Group
California
$502K -$86.7K -8,598 -15%
GI
397
GS Investments
Minnesota
$493K +$247K +24,522 +100%
SFG
398
StrategIQ Financial Group
Indiana
$485K +$260K +25,806 +115%
PP
399
Pegasus Partners
Wisconsin
$483K -$147K -14,580 -23%
CAM
400
Cresset Asset Management
Illinois
$483K +$39.8K +3,948 +9%
14 15
16
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