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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 %
EFSCE
426
Enterprise Financial Services Corp (EFSC)
Missouri
$414K -$27.4K -2,718 -6%
PIA
427
Pinion Investment Advisors
Kansas
$409K +$409K +40,590 New
SHA
428
Seneca House Advisors
Virginia
$407K +$35.9K +3,564 +10%
PWA
429
Physician Wealth Advisors
Utah
$406K -$287K -26,298 -41%
OCM
430
One Capital Management
California
$405K -$58.3K -5,790 -13%
FCIM
431
Fairview Capital Investment Management
California
$403K +$25.7K +2,550 +7%
GG
432
Gofen & Glossberg
Illinois
$400K -$103K -10,254 -21%
IFS
433
Ifrah Financial Services
Arkansas
$398K -$7.38K -732 -2%
RCA
434
Rowland Carmichael Advisors
Arizona
$398K +$10K +996 +3%
SCA
435
Stonebridge Capital Advisors
Minnesota
$390K – – –
AAP
436
Arax Advisory Partners
Colorado
$386K +$329K +32,712 +578%
CBA
437
Coastal Bridge Advisors
Connecticut
$384K -$59.2K -5,880 -13%
EWA
438
EP Wealth Advisors
California
$384K +$384K +38,124 New
FNBT
439
FineMark National Bank & Trust
Florida
$379K – – –
CMO
440
Covenant Multifamily Offices
Texas
$376K -$1.66M -165,246 -82%
SBSB
441
Sullivan, Bruyette, Speros & Blaney
Virginia
$376K -$13.3K -1,320 -3%
GLA
442
Good Life Advisors
Pennsylvania
$373K -$385K -38,256 -51%
WA
443
Wealth Architects
California
$371K +$163K +16,134 +78%
NA
444
NewEdge Advisors
Louisiana
$366K +$55.2K +5,484 +18%
GRP
445
Global Retirement Partners
California
$362K +$117K +11,634 +48%
BPM
446
Bowling Portfolio Management
Ohio
$355K -$7.07K -702 -2%
Stifel Financial
447
Stifel Financial
Missouri
$353K -$10.8K -1,068 -3%
MAS
448
Managed Account Services
Florida
$350K +$90.7K +9,402 +35%
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$349K +$96.6K +9,594 +38%
SW
450
SkyOak Wealth
Michigan
$349K +$170K +16,854 +95%
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