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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.

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 %
BAMG
551
Brand Asset Management Group
Missouri
$79K 1,304 +3 +0.2%
EWM
552
Edge Wealth Management
New York
$74K 1,220 -3,430 -74%
SL
553
Savior LLC
Massachusetts
$74K 1,226 +50 +4%
OAM
554
Oppenheimer Asset Management
New York
$71K 1,175 – –
MWA
555
Moser Wealth Advisors
Washington
$70K 1,159 +1,001 +634%
PFSC
556
Peoples Financial Services Corp
Pennsylvania
$69K 1,150 – –
BFO
557
Biltmore Family Office
North Carolina
$68K 1,125 – –
Fifth Third Bancorp
558
Fifth Third Bancorp
Ohio
$66K 1,091 +429 +65%
QAM
559
QCI Asset Management
New York
$64K 1,060 +35 +3%
LB
560
Legacy Bridge
Iowa
$62K 1,025 – –
PFGIA
561
Patriot Financial Group Insurance Agency
Massachusetts
$60K 1,000 – –
PCFFS
562
Pacific Center for Financial Services
California
$59K 980 -54 -5%
FHA
563
Flagship Harbor Advisors
Massachusetts
$59K 980 +98 +11%
BW
564
Bison Wealth
Georgia
$59K 974 +602 +162%
LWM
565
Liberty Wealth Management
California
$57K 942 +2 +0.2%
CAAS
566
Capital Asset Advisory Services
Michigan
$49K 739 -461 -38%
EWM
567
Elmwood Wealth Management
California
$48.2K 755 +755 New
SSB
568
Sandy Spring Bank
Maryland
$48K 794 -642 -45%
ME
569
McIlrath & Eck
Washington
$48K 802 – –
WWM
570
Willingdon Wealth Management
North Carolina
$48K 800 – –
CWA
571
Carolina Wealth Advisors
South Carolina
$48K 801 +481 +150%
ABC
572
Associated Banc-Corp
Wisconsin
$48K 789 +789 New
CA
573
Clearstead Advisors
Ohio
$47K 778 +778 New
AIA
574
Armor Investment Advisors
North Carolina
$46K 765 – –
SWA
575
Sutton Wealth Advisors
Florida
$38K 629 +387 +160%
21 22
23
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