SCHB icon

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 %
Wealthfront Advisers
1
Wealthfront Advisers
California
$750M 12,407,430 +1,340,708 +12%
Betterment LLC
2
Betterment LLC
New York
$363M 6,001,383 -509,746 -8%
SCM
3
SCS Capital Management
Massachusetts
$319M 5,278,150 +5,278,150 New
MFRM
4
Milliman Financial Risk Management
Illinois
$270M 4,460,148 -5,150,682 -54%
Northern Trust
5
Northern Trust
Illinois
$185M 3,065,675 +2,607 +0.1%
EK
6
Evensky & Katz
Florida
$160M 2,643,847 -23,467 -0.9%
UBS Group
7
UBS Group
Switzerland
$113M 1,869,045 -270,288 -13%
HP
8
HT Partners
Connecticut
$83.1M 1,375,087 +37,848 +3%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$70.1M 1,159,288 -72,716 -6%
SG
10
Strid Group
Pennsylvania
$67.2M 1,112,288 +2,223 +0.2%
HB
11
Homrich & Berg
Georgia
$59M 976,814 -2,077 -0.2%
EA
12
Evergreen Advisors
Tennessee
$58.4M 966,949 -172,679 -15%
HSA
13
HBK Sorce Advisory
Pennsylvania
$55.2M 913,748 +755,030 +476%
PCA
14
Personal Capital Advisors
California
$53.3M 842,986 +569,167 +208%
BFG
15
Bouchey Financial Group
New York
$51M 843,489 +2,419 +0.3%
HDIM
16
Hanson & Doremus Investment Management
Vermont
$45.1M 746,223 +13,882 +2%
TIM
17
Total Investment Management
Arizona
$45M 743,946 -24,168 -3%
Bank of America
18
Bank of America
North Carolina
$43.9M 726,165 -492,066 -40%
CWM
19
Circle Wealth Management
New Jersey
$37.2M 615,994 -54,061 -8%
UCFA
20
United Capital Financial Advisors
Texas
$34.8M 576,256 -30,396 -5%
HCM
21
Hengehold Capital Management
Ohio
$33.9M 560,786 -87,926 -14%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$33.3M 550,717 +1,545 +0.3%
MF
23
Manchester Financial
California
$32.1M 531,254 -29,489 -5%
Brown Advisory
24
Brown Advisory
Maryland
$30.9M 512,143 -7,414 -1%
A
25
AdvicePeriod
California
$30.1M 497,935 +20,087 +4%
1
2 3 4 5