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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 %
PA
76
Planning Alternatives
Michigan
$12.1M 200,730 -38,385 -16%
PRS
77
Pinkerton Retirement Specialists
Idaho
$11.7M 193,449 -203,228 -51%
SFP
78
Strategic Financial Planning
Texas
$11.7M 193,277 -32,671 -14%
TWM
79
Tanglewood Wealth Management
Texas
$11.6M 192,700 -149,931 -44%
BCMO
80
Buckingham Capital Management (Ohio)
Ohio
$11.2M 184,932 -42,391 -19%
Morgan Stanley
81
Morgan Stanley
New York
$11M 181,496 -108,097 -37%
PAM
82
Pegasus Asset Management
New York
$10.7M 177,444 +4,729 +3%
BJ
83
Brouwer & Janachowski
California
$10.5M 174,511 -5,193 -3%
OIA
84
OneDigital Investment Advisors
Kansas
$10.1M 167,719 +16,646 +11%
SFG
85
Sunburst Financial Group
Alabama
$9.98M 165,220 +6,642 +4%
WPW
86
Waldron Private Wealth
Pennsylvania
$9.69M 160,307 -35,793 -18%
PP
87
PrairieView Partners
Minnesota
$9.52M 157,566 +47,892 +44%
JIP
88
Jaffetilchin Investment Partners
Florida
$9.12M 150,900 +142,661 +1,732%
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$8.98M 148,554 -11,731 -7%
TW
90
TrinityPoint Wealth
Connecticut
$8.87M 146,791 +294 +0.2%
UWM
91
USAdvisors Wealth Management
Minnesota
$8.7M 144,006 -9,249 -6%
MML Investors Services
92
MML Investors Services
Massachusetts
$8.61M 142,508 +24,819 +21%
BFPW
93
BOK Financial Private Wealth
Colorado
$8.54M 141,260 +5,338 +4%
GFS
94
GYL Financial Synergies
Connecticut
$7.99M 132,194 -1,948 -1%
IAS
95
IMA Advisory Services
Colorado
$7.95M 131,569 -1,115 -0.8%
MWP
96
Meridian Wealth Partners
Pennsylvania
$7.9M 130,680 -6,985 -5%
LPT
97
Legacy Private Trust
Wisconsin
$7.88M 130,441 +130,441 New
AF
98
Advisornet Financial
Minnesota
$7.8M 129,087 +37,578 +41%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$7.3M 120,753 -82,387 -41%
IA
100
IFP Advisors
Florida
$7.27M 118,399 -1,899 -2%
2 3
4
5 6