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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 %
KeyBank National Association
101
KeyBank National Association
Ohio
$7.06M 116,751 +116,751 New
SFSG
102
Stearns Financial Services Group
North Carolina
$7M 115,840 +9,571 +9%
SCM
103
Spreng Capital Management
Ohio
$6.97M 115,350 -7,758 -6%
MA
104
Modus Advisors
Minnesota
$6.91M 114,408 -13,310 -10%
SSWM
105
Sheets Smith Wealth Management
North Carolina
$6.85M 113,398 +68,180 +151%
APW
106
Aurora Private Wealth
New Jersey
$6.5M 107,598 +33,696 +46%
GLR
107
Great Lakes Retirement
Ohio
$6.43M 106,328 +9,863 +10%
DBRC
108
D.B. Root & Company
Pennsylvania
$6.42M 106,275 +2,618 +3%
RMC
109
Regis Management Company
California
$6.35M 105,152 +33,252 +46%
KM
110
Kalos Management
Georgia
$6.23M 90,116 -14,854 -14%
RC
111
Roundview Capital
New Jersey
$6.07M 100,433 -8,191 -8%
VCP
112
Vista Capital Partners
Oregon
$5.9M 97,591 +69,257 +244%
VCM
113
Vivaldi Capital Management
Illinois
$5.86M 96,964 +96,964 New
SWM
114
SigFig Wealth Management
California
$5.83M 96,522 -9,535 -9%
GAM
115
Garrison Asset Management
Arkansas
$5.76M 95,317 -89,972 -49%
SC
116
Savant Capital
Illinois
$5.75M 95,085 +25,159 +36%
OWM
117
Opes Wealth Management
California
$5.61M 92,906 +4,486 +5%
GCA
118
Genesee Capital Advisors
New York
$5.57M 92,126 +9,832 +12%
TA
119
Trellis Advisors
Washington
$5.53M 91,441 -5,010 -5%
TCM
120
Towercrest Capital Management
Pennsylvania
$5.4M 89,326 -27,632 -24%
AWMG
121
Alliance Wealth Management Group
New Jersey
$5.4M 89,326 -27,632 -24%
JFG
122
JMG Financial Group
Illinois
$5.31M 87,923 +215 +0.2%
AWS
123
AJ Wealth Strategies
New York
$5.17M 85,601 +60,699 +244%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$5.08M 84,035 +4,295 +5%
Goldman Sachs
125
Goldman Sachs
New York
$4.84M 80,096 +74,438 +1,316%
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5
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