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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 %
ZF
176
Zhang Financial
Michigan
$2.67M 42,347 +67 +0.2%
DLCIG
177
D.L. Carlson Investment Group
New Hampshire
$2.66M 44,001 +3,082 +8%
TPW
178
Tiller Private Wealth
Pennsylvania
$2.6M 43,015 -29,715 -41%
PV
179
Private Vista
Illinois
$2.59M 42,783 +2 +0%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$2.57M 42,510 +10,131 +31%
PWMG
181
Prestige Wealth Management Group
New Jersey
$2.56M 42,411 -10,551 -20%
HI
182
Hudock Inc
Pennsylvania
$2.53M 41,942 +3,665 +10%
LJAC
183
L.J. Altfest & Co
New York
$2.52M 41,652 +753 +2%
PAG
184
Private Advisor Group
New Jersey
$2.51M 41,596 +17,820 +75%
LRPA
185
L. Roy Papp & Associates
Arizona
$2.51M 41,482 -42 -0.1%
RWM
186
RKL Wealth Management
Pennsylvania
$2.49M 41,271 +2,460 +6%
MA
187
Mutual Advisors
Nebraska
$2.45M 40,529 +13,983 +53%
FA
188
Faithward Advisors
Pennsylvania
$2.45M 40,511 -4,103 -9%
RW
189
REDW Wealth
New Mexico
$2.45M 40,504 +8,157 +25%
AIM
190
AMI Investment Management
Indiana
$2.45M 40,475 +105 +0.3%
FG
191
Fiduciary Group
Georgia
$2.44M 40,373 -1,703 -4%
KF
192
Krilogy Financial
Missouri
$2.44M 40,385 -109 -0.3%
CI
193
Cordant Inc
Oregon
$2.44M 40,367 +685 +2%
SAMC
194
Spectrum Asset Management (California)
California
$2.42M 40,070 -56,922 -59%
KIA
195
KCM Investment Advisors
California
$2.42M 40,049 +5,336 +15%
ISWM
196
Independent Solutions Wealth Management
New York
$2.41M 39,934 -5,625 -12%
ADL
197
Asset Dedication LLC
California
$2.39M 39,664 -1,681 -4%
CWM
198
Chesapeake Wealth Management
Virginia
$2.39M 39,514 +285 +0.7%
GVAG
199
Great Valley Advisor Group
Delaware
$2.35M 38,874 -3,387 -8%
PMG
200
ProVise Management Group
Florida
$2.35M 38,879 +45 +0.1%
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