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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 %
CL
476
Choreo LLC
Illinois
$286K +$286K +28,386 New
LWMT
477
Legacy Wealth Management (Tennessee)
Tennessee
$285K -$197K -19,608 -41%
ACP
478
Aviance Capital Partners
Florida
$281K – – –
HW
479
Hamilton Wealth
California
$280K -$16.4K -1,632 -6%
NFG
480
Next Financial Group
Texas
$276K -$21.7K -2,160 -7%
Baird Financial Group
481
Baird Financial Group
Wisconsin
$276K +$78.7K +7,812 +40%
CF
482
Centaurus Financial
California
$272K – – –
MCM
483
Maxim Capital Management
California
$270K +$1.81K +180 +0.7%
ARMC
484
American Research & Management Company
Massachusetts
$269K -$19.2K -1,902 -7%
Jane Street
485
Jane Street
New York
$260K -$3.18M -315,132 -92%
RWM
486
Ritholtz Wealth Management
New York
$260K -$24.5K -2,430 -9%
CL
487
CPWM LLC
Washington
$257K +$81.8K +8,118 +47%
EI
488
Ellevest Inc
New York
$255K +$234K +23,232 +1,139%
RPA
489
Rock Point Advisors
Vermont
$241K +$16.2K +1,602 +7%
BWA
490
BlueSky Wealth Advisors
North Carolina
$240K -$35K -3,480 -13%
MAM
491
Mastrapasqua Asset Management
Tennessee
$240K +$6.47K +642 +3%
AMIM
492
Aull & Monroe Investment Management
Alabama
$236K – – –
CL
493
Cabana LLC
Arkansas
$235K -$311K -26,910 -57%
KBFS
494
Kohmann Bosshard Financial Services
Ohio
$234K – – –
PCM
495
Pennsylvania Capital Management
Pennsylvania
$224K – – –
TFS
496
TrustCore Financial Services
Tennessee
$220K -$7.24K -720 -3%
CAL
497
Capital Advisors Ltd
Ohio
$220K +$220K +21,828 New
TW
498
Transform Wealth
Colorado
$218K +$7.93K +786 +4%
SSI
499
Scott & Selber Inc
Texas
$217K -$153K -15,156 -41%
AF
500
Allworth Financial
California
$216K -$553K -54,882 -72%
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