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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

558 hedge funds and large institutions have $5.64B invested in Schwab US Broad Market ETF in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+21
Holders Change %
+3.91%
% of All Funds
12.1%
Holding in Top 10
95
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.95%
% of All Funds
2.06%
New
64
Increased
269
Reduced
166
Closed
32
Calls
$1.42M
Puts
$612K
Net Calls
+$808K
Net Calls Change
-$488K

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$238M
2
UBS Group
UBS Group
Switzerland
+$215M
3
Goldman Sachs
Goldman Sachs
New York
+$21.9M
4
Mariner
Mariner
Kansas
+$20.9M
5
FSA
Financial Services Advisory
Maryland
+$17.5M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
-$241M
2
PPA
Parametric Portfolio Associates
Washington
-$48.7M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
-$48.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$28.1M
5
PCA
Personal Capital Advisors
California
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
226
Blankinship & Foster
California
$1.46M -$139K -12,270 -9%
ECG
227
Edge Capital Group
Georgia
$1.46M +$7.69K +678 +0.5%
SCA
228
STALEY CAPITAL ADVISERS
Pennsylvania
$1.42M +$4.76K +420 +0.3%
MMA
229
Miracle Mile Advisors
California
$1.41M +$1.41M +124,002 New
RW
230
REDW Wealth
New Mexico
$1.39M -$81K -7,140 -5%
WIC
231
Woodmont Investment Counsel
Tennessee
$1.39M – – –
NCM
232
Novare Capital Management
North Carolina
$1.39M +$78.9K +6,960 +6%
SBH
233
Segall Bryant & Hamill
Illinois
$1.37M +$42K +3,702 +3%
PFA
234
Pure Financial Advisors
California
$1.36M +$180K +15,852 +15%
CFS
235
CRA Financial Services
New Jersey
$1.36M +$48.2K +4,248 +4%
BAM
236
Baldrige Asset Management
Pennsylvania
$1.35M +$1.35M +119,328 New
LCM
237
Liberty Capital Management
Michigan
$1.35M +$110K +9,678 +9%
ECM
238
Exchange Capital Management
Michigan
$1.35M +$12.3K +1,086 +0.9%
PP
239
Palladium Partners
Virginia
$1.34M +$1.11M +97,506 +476%
HCA
240
Horan Capital Advisors
Ohio
$1.33M -$1.06M -93,414 -44%
CWM
241
Cabot Wealth Management
Massachusetts
$1.33M -$28.2K -2,484 -2%
PCA
242
Personal Capital Advisors
California
$1.31M -$26.9M -2,367,570 -95%
TIA
243
Traphagen Investment Advisors
New Jersey
$1.3M +$1.3M +114,504 New
TIM
244
Total Investment Management
Arizona
$1.29M +$861K +76,386 +199%
PFC
245
Phocas Financial Corp
California
$1.28M -$1.13M – –
BPA
246
Beacon Pointe Advisors
California
$1.28M +$372K +32,790 +41%
GIP
247
Granite Investment Partners
California
$1.28M -$60.1K -5,100 -4%
Fidelity Investments
248
Fidelity Investments
Massachusetts
$1.27M +$17.6K +1,566 +1%
CFA
249
Capstone Financial Advisors
Illinois
$1.26M +$340 +30 +0%
BIA
250
Bigelow Investment Advisors
Maine
$1.25M +$79.5K +7,008 +7%
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