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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 %
HFA
126
Hoover Financial Advisors
Pennsylvania
$4.67M 77,352 +631 +0.8%
TFF
127
The Family Firm
Maryland
$4.58M 75,742 +2,838 +4%
MWM
128
Meridian Wealth Management
Kentucky
$4.57M 75,577 -17,653 -19%
AA
129
Apriem Advisors
California
$4.57M 75,558 -25,952 -26%
CHA
130
Carmichael Hill & Associates
Maryland
$4.52M 74,820 +1,129 +2%
FA
131
Fagan Associates
New York
$4.49M 74,262 -19,258 -21%
SP
132
Successful Portfolios
Florida
$4.43M 73,317 -17,911 -20%
SCA
133
Strategic Capital Advisers
Colorado
$4.4M 72,882 -3,243 -4%
WC
134
Wealth CMT
New Jersey
$4.38M 72,479 -26,460 -27%
ICM
135
Islay Capital Management
Texas
$4.37M 72,367 -23,498 -25%
BlackRock
136
BlackRock
New York
$4.31M 71,320 -25,260 -26%
AAG
137
Avalon Advisory Group
Pennsylvania
$4.22M 69,823 +39,619 +131%
AIA
138
Arcadia Investment Advisors
Idaho
$4.16M 68,792 -34,703 -34%
JWA
139
JFS Wealth Advisors
Pennsylvania
$4.16M 68,785 +25,613 +59%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$4.08M 67,560 -1,210 -2%
BIP
141
Blueprint Investment Partners
North Carolina
$3.99M 66,060 -88,718 -57%
CIAS
142
Capital Investment Advisory Services
North Carolina
$3.85M 63,673 +62,353 +4,724%
BA
143
Ballast Advisors
Minnesota
$3.84M 63,568 +3,834 +6%
PCIA
144
Prime Capital Investment Advisors
Kansas
$3.81M 63,002 +24,627 +64%
BPA
145
Beacon Pointe Advisors
California
$3.78M 62,786 +46,082 +276%
SWM
146
SeaCrest Wealth Management
New York
$3.75M 62,032 -6,901 -10%
WCM
147
Whitener Capital Management
North Carolina
$3.62M 59,860 -10,081 -14%
PFM
148
Peak Financial Management
Massachusetts
$3.42M 56,647 -5,767 -9%
SA
149
Shilanski & Associates
Alaska
$3.42M 56,517 +4,390 +8%
BWI
150
Beacon Wealthcare Inc
North Carolina
$3.37M 55,835 +252 +0.5%
4 5
6
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