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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 %
OPS
601
Orion Portfolio Solutions
Nebraska
$26K 436 -6 -1%
PFBT
602
Parkside Financial Bank & Trust
Missouri
$25K 418 -181 -30%
AWM
603
AllSquare Wealth Management
New York
$25K 413 – –
EIP
604
Ellis Investment Partners
Pennsylvania
$24K 419 +2 +0.5%
SPIA
605
Steward Partners Investment Advisory
New York
$23K 391 +21 +6%
FHA
606
First Horizon Advisors
Tennessee
$23K 388 +143 +58%
GI
607
Gradient Investments
Minnesota
$22K 364 -130 -26%
Rockefeller Capital Management
608
Rockefeller Capital Management
New York
$22K 361 +130 +56%
CBT
609
Capital Bank & Trust
California
$22K 357 +357 New
SWM
610
Selective Wealth Management
Virginia
$21K 342 -522 -60%
TVWM
611
Tower View Wealth Management
Wisconsin
$20K 333 -98 -23%
BAM
612
Barrett Asset Management
New York
$19K 315 -750 -70%
LWANC
613
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K 305 -582 -66%
NG
614
NWK Group
California
$18K 300 +300 New
HWM
615
HighMark Wealth Management
Minnesota
$16K 274 +2 +0.7%
TCM
616
Tradewinds Capital Management
Washington
$15K 250 – –
WA
617
WBH Advisory
Maryland
$14.3K 236,006 -5,579 -2%
MCM
618
Manchester Capital Management
Vermont
$14K 239 – –
WFMPM
619
Woodley Farra Manion Portfolio Management
Indiana
$13K 219 – –
JGIA
620
Jackson Grant Investment Advisers
Connecticut
$12K 193 – –
BAM
621
Bellevue Asset Management
Washington
$12K 185 +70 +61%
KPW
622
Kore Private Wealth
New York
$10K 164 – –
CTC
623
Central Trust Company
Missouri
$10K 167 – –
POIA
624
Pin Oak Investment Advisors
Texas
$10K 173 – –
CMA
625
Cedar Mountain Advisors
Oregon
$8K 131 +1 +0.8%
23 24
25
26 27