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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 %
Ameriprise
151
Ameriprise
Minnesota
$3.28M 54,209 +13,779 +34%
AOWM
152
Alpha Omega Wealth Management
Virginia
$3.27M 54,170 -1,153 -2%
WFA
153
Wade Financial Advisory
California
$3.26M 54,003 +24,286 +82%
BCI
154
Brinker Capital Investments
Pennsylvania
$3.24M 53,585 +3,542 +7%
PS
155
Portfolio Solutions
Michigan
$3.23M 53,488 +4,810 +10%
ASN
156
Advisory Services Network
Georgia
$3.2M 52,952 -2,484 -4%
DCM
157
Davis Capital Management
Florida
$3.16M 52,312 +52,312 New
RSWM
158
Robertson Stephens Wealth Management
California
$3.15M 52,134 +52,134 New
Chevy Chase Trust
159
Chevy Chase Trust
Maryland
$3.1M 51,291 -6 -0%
MFGP
160
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.06M 50,651 -11,808 -19%
HCA
161
Horan Capital Advisors
Ohio
$3.04M 50,343 +30,417 +153%
MCCP
162
Mission Creek Capital Partners
California
$3.02M 50,023 +50,023 New
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$3.02M 49,981 -5,444 -10%
JPMPWA
164
J.P. Morgan Private Wealth Advisors
California
$2.95M 48,865 +6,316 +15%
SFA
165
Sequoia Financial Advisors
Ohio
$2.91M 48,226 +14,432 +43%
IWMA
166
Ironwood Wealth Management (Arizona)
Arizona
$2.88M 47,633 -15,189 -24%
JIC
167
Johnson Investment Counsel
Ohio
$2.87M 47,475 -2,289 -5%
LCM
168
Liberty Capital Management
Michigan
$2.82M 46,619 -17,455 -27%
SIA
169
Starfire Investment Advisers
Michigan
$2.81M 46,532 -4,010 -8%
DADC
170
D.A. Davidson & Co
Montana
$2.8M 46,329 +3,656 +9%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$2.75M 45,457 -2,542 -5%
MPI
172
Mairs & Power Inc
Minnesota
$2.74M 45,370 – –
VVP
173
Venture Visionary Partners
Ohio
$2.74M 45,348 -5,976 -12%
BCM
174
Boltwood Capital Management
California
$2.72M 45,031 +1,139 +3%
TI
175
Trexquant Investment
Connecticut
$2.69M 44,426 +39,526 +807%
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