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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 %
GSWM
651
Golden State Wealth Management
California
– – -768,114 Closed
FSA
652
Financial Services Advisory
Maryland
– – -200,262 Closed
ECML
653
Eagle Capital Management (Louisiana)
Louisiana
– – -157,156 Closed
TC
654
Tatro Capital
Kentucky
– – -151,130 Closed
OFW
655
Omnia Family Wealth
Florida
– – -103,069 Closed
FBFS
656
First Business Financial Services
Wisconsin
– – -89,823 Closed
RJFSA
657
Raymond James Financial Services Advisors
Florida
– – -49,893 Closed
CG
658
CFO4Life Group
Texas
– – -46,530 Closed
MWP
659
MYCIO Wealth Partners
Pennsylvania
– – -43,308 Closed
MWM
660
MinichMacGregor Wealth Management
New York
– – -28,210 Closed
Citadel Advisors
661
Citadel Advisors
Florida
– – -26,861 Closed
Millennium Management
662
Millennium Management
New York
– – -23,083 Closed
TF
663
TIAA FSB
Florida
– – -21,254 Closed
AI
664
Atria Investments
North Carolina
– – -17,897 Closed
BP
665
BBR Partners
New York
– – -17,500 Closed
BL
666
BFSG LLC
California
– – -14,401 Closed
RBFC
667
Roman Butler Fullerton & Co
Missouri
– – -14,026 Closed
FM
668
Foster & Motley
Ohio
– – -8,558 Closed
PI
669
Pachira Investments
California
– – -8,313 Closed
HCIA
670
Hochman Cole Investment Advisors
Illinois
– – -7,968 Closed
VDI
671
Vaughan David Investments
Illinois
– – -7,303 Closed
PPA
672
Parametric Portfolio Associates
Washington
– – -6,668 Closed
PG
673
Prostatis Group
Maryland
– – -6,609 Closed
DACG
674
Donor Advised Charitable Giving
California
– – -5,830 Closed
RP
675
Rice Partnership
Hawaii
– – -4,757 Closed
25 26
27
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