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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 %
BWM
626
BerganKDV Wealth Management
Minnesota
$7K 111 +111 New
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$7K 119 +119 New
TRCT
628
Tower Research Capital (TRC)
New York
$6K 92 -7,929 -99%
TCOV
629
Trust Company of Vermont
Vermont
$6K 106 -64 -38%
JCM
630
Jacobi Capital Management
Pennsylvania
$6K 100 – –
LIA
631
LS Investment Advisors
Michigan
$6K 92 – –
CWA
632
Core Wealth Advisors
Florida
$6K 95 – –
ZB
633
Zions Bancorporation
Utah
$6K 99 +99 New
FP
634
Financial Perspectives
Minnesota
$5.02K 83 +36 +77%
CAN
635
Claraphi Advisory Network
United States
$5K 89 +89 New
HWA
636
HCR Wealth Advisors
California
$4K 68 – –
BIMC
637
Benson Investment Management Company
Virginia
$4K 58 – –
HFA
638
HC Financial Advisors
California
$4K 58 +58 New
BMM
639
Berkshire Money Management
Massachusetts
$4K 73 +73 New
DTIM
640
Danda Trouve Investment Management
Kansas
$3K 53 -73,378 -100%
TFA
641
Toth Financial Advisory
Virginia
$3K 45 – –
HR
642
Howe & Rusling
New York
$3K 48 – –
MAM
643
Marquette Asset Management
Minnesota
$2K 36 -68 -65%
BC
644
Barnett & Company
Tennessee
$2K 35 – –
LCC
645
Lincoln Capital Corp
Rhode Island
$1.2K 19,849 -2,392 -11%
SQA
646
Simon Quick Advisors
New Jersey
$1K 7 – –
CIR
647
Clear Investment Research
Georgia
$1K 15 – –
HGWM
648
Harvest Group Wealth Management
Massachusetts
$1K 29 – –
II
649
Inspire Investing
Idaho
$1K 11 +11 New
SC
650
Stratford Consulting
Texas
$1K 24 +24 New
24 25
26
27 28