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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 %
VWA
451
V Wealth Advisors
Kansas
$348K -$176K -17,490 -34%
FIM
452
Frontier Investment Management
Texas
$342K +$33.6K +3,336 +11%
BFC
453
Bedel Financial Consulting
Indiana
$340K -$17.9K -1,776 -5%
AAS
454
Annex Advisory Services
Wisconsin
$340K +$178K +17,682 +110%
GWM
455
Greenwich Wealth Management
Connecticut
$332K – – –
CFIA
456
Cantor Fitzgerald Investment Advisors
New York
$330K -$3.32K -330 -1%
ACM
457
Armbruster Capital Management
New York
$330K +$11K +1,092 +3%
IC
458
InterOcean Capital
Illinois
$328K -$491K -48,690 -60%
CP
459
Corbenic Partners
Pennsylvania
$327K -$138K -13,680 -30%
APA
460
American Portfolios Advisors
New York
$327K -$4.3M -426,618 -93%
NFG
461
Noven Financial Group
Colorado
$320K -$22.4K -2,220 -7%
NEGWA
462
New England Guild Wealth Advisors
Connecticut
$319K +$19.1K +1,896 +6%
PFS
463
Prospera Financial Services
Texas
$318K +$69.9K +6,942 +28%
S
464
SignatureFD
Georgia
$314K -$145K -14,430 -32%
SAM
465
Summit Asset Management
Tennessee
$311K – – –
SSWM
466
Smith Salley Wealth Management
North Carolina
$309K – – –
JIC
467
Joel Isaacson & Co
New York
$307K +$484 +48 +0.2%
CFA
468
Cahill Financial Advisors
Minnesota
$297K -$424 -42 -0.1%
RWA
469
River Wealth Advisors
Pennsylvania
$296K -$726 -72 -0.2%
ODIJL
470
One Day In July LLC
Vermont
$295K – – –
APP
471
Avantax Planning Partners
Iowa
$293K +$7.07K +702 +2%
OWM
472
Orgel Wealth Management
Wisconsin
$291K -$846K -84,036 -74%
AA
473
AF Advisors
California
$290K +$290K +28,746 New
IF
474
IRON Financial
Illinois
$287K -$36.6K -3,636 -11%
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$287K +$19.6K +1,944 +7%
17 18
19
20 21