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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 %
SA
51
Strategic Advisors
New York
$18.1M 281,549 +302 +0.1%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$17.1M 283,631 -317,582 -53%
ECM
53
Elgethun Capital Management
South Dakota
$17.1M 283,298 +283,298 New
BP
54
Ballentine Partners
Massachusetts
$16.4M 272,147 +272,147 New
K
55
Kemper
Illinois
$16.3M 237,715 – –
TI
56
Truepoint Inc
Ohio
$16.2M 267,792 +199,833 +294%
LPL Financial
57
LPL Financial
California
$16.1M 266,148 -1,739 -0.6%
Osaic Holdings
58
Osaic Holdings
Arizona
$15.9M 14,545,963 +14,545,963 New
RBC
59
Roble Belko & Company
Pennsylvania
$15.7M 259,462 -3,151 -1%
LFS
60
Legacy Financial Strategies
Kansas
$15.6M 258,189 +36,817 +17%
IDA
61
Intelligence Driven Advisers
California
$15.3M 252,363 +128,379 +104%
MAS
62
Madden Advisory Services
Florida
$15.2M 251,133 +21,419 +9%
DW
63
Domani Wealth
Pennsylvania
$14.9M 245,817 +46,544 +23%
HighTower Advisors
64
HighTower Advisors
Illinois
$14.8M 245,841 -82,894 -25%
FANJ
65
Financial Architects (New Jersey)
New Jersey
$14.7M 243,059 -1,949 -0.8%
JWS
66
Juncture Wealth Strategies
Arizona
$14.6M 240,937 +97,887 +68%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$14.5M 240,082 +5,289 +2%
BC
68
Bartlett & Co
Ohio
$14.5M 240,082 +240,082 New
CAI
69
Capital Advisors Inc
Oklahoma
$14.4M 237,544 -687,147 -74%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$13.6M 202,658 -123,159 -38%
CHJWM
71
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.6M 195,587 -3,894 -2%
Truist Financial
72
Truist Financial
North Carolina
$13M 214,999 +193,961 +922%
EE
73
EWG Elevate
California
$12.9M 214,061 +78,456 +58%
Wells Fargo
74
Wells Fargo
California
$12.7M 209,823 -275,066 -57%
CG
75
Caprock Group
Idaho
$12.3M 202,967 +199,084 +5,127%
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