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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 %
APSP
701
Asset Planning Services (Pennsylvania)
Pennsylvania
– – -2,895 Closed
PAM
702
Premier Asset Management
Illinois
– – -2,885 Closed
AIM
703
Aspen Investment Management
Michigan
– – -2,882 Closed
RC
704
Rovin Capital
Arizona
– – -2,876 Closed
GLLW
705
Graves Light Lenhart Wealth
Virginia
– – -2,867 Closed
RA
706
RFG Advisory
Alabama
– – -2,775 Closed
CB
707
Commerce Bank
Missouri
– – -2,765 Closed
PAM
708
Private Asset Management
California
– – -2,724 Closed
PFM
709
Parsec Financial Management
North Carolina
– – -2,723 Closed
SRC
710
Sage Rhino Capital
California
– – -2,617 Closed
CFG
711
Citizens Financial Group
Rhode Island
– – -1,333 Closed
IFWM
712
Institute for Wealth Management
Colorado
– – -796 Closed
ACM
713
Anfield Capital Management
California
– – -558 Closed
FGAM
714
Financial Gravity Asset Management
Texas
– – -501 Closed
LWA
715
Lenox Wealth Advisors
New York
– – -475 Closed
TCM
716
TD Capital Management
Tennessee
– – -269 Closed
SIS
717
Sound Income Strategies
Florida
$0 3 -231 -99%
LC
718
Lindbrook Capital
California
– – -172 Closed
LGWM
719
Litman Gregory Wealth Management
California
– – -125 Closed
CFGS
720
Concourse Financial Group Securities
Alabama
– – -45 Closed
DSC
721
Duncker Streett & Co
Missouri
– – -16 Closed
RIA
722
Realta Investment Advisors
Delaware
– – -4 Closed
GFPC
723
Global Financial Private Capital
Florida
– – -1 Closed
LFG
724
LifePlan Financial Group
Ohio
– – – –
Simplex Trading
725
Simplex Trading
Illinois
– – – –
26 27 28
29
30