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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

537 hedge funds and large institutions have $4.58B invested in Schwab US Broad Market ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 243 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+62
Holders Change %
+13.05%
% of All Funds
11.98%
Holding in Top 10
88
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.33%
% of All Funds
1.96%
New
108
Increased
243
Reduced
119
Closed
41
Calls
$1.59M
Puts
$289K
Net Calls
+$1.3M
Net Calls Change
+$389K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$214M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$49.2M
3
PPA
Parametric Portfolio Associates
Washington
+$48.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$32.5M
5
PCA
Personal Capital Advisors
California
+$24.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$245M
2
TIM
Total Investment Management
Arizona
-$52.9M
3
CAI
Capital Advisors Inc
Oklahoma
-$34.6M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$10.6M
5
PA
Planning Alternatives
Michigan
-$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
226
TIAA FSB
Florida
$1.33M -$11K -1,104 -0.8%
AMG
227
Asset Management Group
Connecticut
$1.32M +$4.5K +450 +0.3%
HFA
228
Huber Financial Advisors
Illinois
$1.31M +$577K +57,744 +79%
RW
229
REDW Wealth
New Mexico
$1.3M +$569K +56,946 +78%
WCM
230
Wealthcare Capital Management
Virginia
$1.29M +$1.29M +128,658 New
ECG
231
Edge Capital Group
Georgia
$1.28M +$1.28M +127,740 New
SCA
232
STALEY CAPITAL ADVISERS
Pennsylvania
$1.25M +$50.3K +5,040 +4%
SGAM
233
Steinberg Global Asset Management
Florida
$1.25M +$169K +16,908 +16%
CWS
234
Cypress Wealth Services
California
$1.24M +$61K +6,108 +5%
WIC
235
Woodmont Investment Counsel
Tennessee
$1.23M +$1.23M +122,898 New
PFM
236
Parsec Financial Management
North Carolina
$1.21M +$1.21M +121,434 New
CWM
237
Cabot Wealth Management
Massachusetts
$1.2M +$1.2M +119,808 New
ECM
238
Exchange Capital Management
Michigan
$1.18M +$1.05M +105,078 +829%
SBH
239
Segall Bryant & Hamill
Illinois
$1.17M – – –
NCM
240
Novare Capital Management
North Carolina
$1.16M -$7.19K -720 -0.6%
IA
241
IndexIQ Advisors
New York
$1.15M +$869K +86,922 +305%
CFS
242
CRA Financial Services
New Jersey
$1.15M +$1.15M +115,320 New
WPA
243
West Paces Advisors
Georgia
$1.13M +$584K +58,422 +106%
GIP
244
Granite Investment Partners
California
$1.13M +$71.9K +7,200 +7%
PFC
245
Phocas Financial Corp
California
$1.13M -$1.43M – –
Millennium Management
246
Millennium Management
New York
$1.12M -$155K -15,528 -12%
CFA
247
Capstone Financial Advisors
Illinois
$1.11M +$539 +54 +0%
SBA
248
Secrest Blakey & Associates
North Carolina
$1.11M -$83.1K -8,304 -7%
Fidelity Investments
249
Fidelity Investments
Massachusetts
$1.11M -$8.09K -810 -0.7%
LCM
250
Liberty Capital Management
Michigan
$1.09M -$178K -17,796 -14%
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