SCHB icon

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.

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
1
SCS Capital Management
Massachusetts
$319M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$750M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$55.2M
4
PCA
4
Personal Capital Advisors
California
$53.3M
5
CC
5
Callan Capital
California
$22.9M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$270M
2
GSWM
2
Golden State Wealth Management
California
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$14.4M
4
Betterment LLC
4
Betterment LLC
New York
$363M
5
Bank of America
5
Bank of America
North Carolina
$43.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
26
Agilis Partners
Massachusetts
$29.9M 494,780 -194,732 -28%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$29.9M 494,089 -70,501 -12%
SFS
28
Summit Financial Strategies
Ohio
$29.4M 486,881 +5,567 +1%
AI
29
Accredited Investors
Minnesota
$28.8M 476,712 +4,989 +1%
KFA
30
Kays Financial Advisory
Georgia
$28.6M 473,479 -31,553 -6%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$27.2M 450,869 +40,080 +10%
HWA
32
HHM Wealth Advisors
Tennessee
$27M 446,337 +129,570 +41%
JIP
33
JBJ Investment Partners
South Carolina
$26.5M 438,801 -32,176 -7%
OAJ
34
Ogorek Anthony Joseph
New York
$26.5M 438,430 -23,828 -5%
NSAM
35
North Star Asset Management
Wisconsin
$25.3M 417,872 -55,035 -12%
FPCG
36
Fort Pitt Capital Group
Pennsylvania
$24.4M 403,907 -185,609 -31%
SFC
37
SYM Financial Corp
Indiana
$24.2M 400,827 – –
SFG
38
SNS Financial Group
Minnesota
$24.1M 398,659 +36,483 +10%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$23.8M 411,895 -62,964 -13%
AAIM
40
Asset Advisors Investment Management
Georgia
$23.7M 392,701 -2,625 -0.7%
CC
41
Callan Capital
California
$22.9M 378,624 +350,437 +1,243%
Mariner
42
Mariner
Kansas
$22.8M 377,400 +62,282 +20%
VNA
43
Valley National Advisers
Pennsylvania
$22.3M 368,826 -18,859 -5%
FFN
44
Focus Financial Network
Minnesota
$21.4M 354,867 +23,113 +7%
GAM
45
Gemmer Asset Management
California
$19.9M 329,972 +13,238 +4%
WWM
46
WT Wealth Management
Arizona
$19.7M 325,399 -9,206 -3%
Creative Planning
47
Creative Planning
Kansas
$19M 314,244 +184,625 +142%
CCA
48
Cobblestone Capital Advisors
New York
$19M 313,719 -25,566 -8%
AIP
49
Almanack Investment Partners
Pennsylvania
$18.5M 306,283 +9,004 +3%
PIMG
50
Patriot Investment Management Group
Tennessee
$18.2M 301,875 -3,095 -1%
1
2
3 4 5