SCHB icon

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 %
HCM
676
Hollencrest Capital Management
California
– – -4,580 Closed
MWM
677
Mission Wealth Management
California
– – -4,453 Closed
SWPG
678
Strategic Wealth Partners Group
Illinois
– – -4,449 Closed
PFA
679
Pinnacle Family Advisors
Missouri
– – -4,433 Closed
LL
680
LPWM LLC
Minnesota
– – -3,718 Closed
RPG
681
Resource Planning Group
Georgia
– – -3,466 Closed
HWA
682
Heritage Way Advisors
Illinois
– – -3,414 Closed
ZIM
683
Zacks Investment Management
Illinois
– – -3,412 Closed
PWMAG
684
Pinnacle Wealth Management Advisory Group
New Jersey
– – -3,404 Closed
AWM
685
AE Wealth Management
Kansas
– – -3,323 Closed
RHBC
686
R.H. Bluestein & Co
Michigan
– – -3,300 Closed
AWM
687
Altus Wealth Management
Kentucky
– – -3,259 Closed
MGIA
688
Moneta Group Investment Advisors
Missouri
– – -3,187 Closed
PSF
689
Pacific Sun Financial
California
– – -3,160 Closed
WP
690
WealthSource Partners
California
– – -3,149 Closed
AllianceBernstein
691
AllianceBernstein
Tennessee
– – -3,118 Closed
CAMG
692
CWA Asset Management Group
Florida
– – -3,059 Closed
ECM
693
Evergreen Capital Management
Washington
– – -3,050 Closed
IWC
694
Integrated Wealth Concepts
Massachusetts
– – -3,049 Closed
LFA
695
Lighthouse Financial Advisors
Maryland
– – -2,953 Closed
FVWA
696
Foster Victor Wealth Advisors
South Carolina
– – -2,949 Closed
SCM
697
Schnieders Capital Management
California
– – -2,943 Closed
HIC
698
Hartline Investment Corp
Illinois
– – -2,931 Closed
SFP
699
Shepherd Financial Partners
Massachusetts
– – -2,929 Closed
Thrivent Financial for Lutherans
700
Thrivent Financial for Lutherans
Minnesota
– – -2,912 Closed
26 27
28
29 30