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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

583 hedge funds and large institutions have $6.16B invested in Schwab US Broad Market ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 249 increasing their positions, 183 reducing their positions, and 25 closing their positions.

Holders
583
Holders Change
+25
Holders Change %
+4.48%
% of All Funds
12.68%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.07%
New
56
Increased
249
Reduced
183
Closed
25
Calls
$2.47M
Puts
$15K
Net Calls
+$2.45M
Net Calls Change
+$1.64M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$526M
2
TIM
2
Total Investment Management
Arizona
$55.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$747M
4
CAI
4
Capital Advisors Inc
Oklahoma
$60.5M
5
Betterment LLC
5
Betterment LLC
New York
$505M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$1.46M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$845M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.29M
4
OIA
4
OneDigital Investment Advisors
Kansas
$7.34M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$99.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
226
Cambridge Advisors
Nebraska
$1.61M 136,704 -2,148 -2%
HFA
227
Huber Financial Advisors
Illinois
$1.55M 132,174 -12,384 -9%
ECG
228
Edge Capital Group
Georgia
$1.51M 128,418 – –
BF
229
Blankinship & Foster
California
$1.5M 127,806 -1,116 -0.9%
PA
230
Parallel Advisors
California
$1.49M 126,858 +70,542 +125%
NCM
231
Novare Capital Management
North Carolina
$1.48M 125,700 +3,018 +2%
SCA
232
STALEY CAPITAL ADVISERS
Pennsylvania
$1.48M 125,562 +66 +0.1%
PCA
233
Personal Capital Advisors
California
$1.47M 125,310 +10,008 +9%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$1.47M 125,004 +12,636 +11%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$1.47M 84,276 – –
JPLA
236
Joseph P. Lucia & Associates
New York
$1.46M 124,464 -6,315,768 -98%
AI
237
Atria Investments
North Carolina
$1.45M 125,826 -92,892 -42%
WIC
238
Woodmont Investment Counsel
Tennessee
$1.45M 122,898 – –
ECM
239
Exchange Capital Management
Michigan
$1.44M 122,664 +3,822 +3%
BAM
240
Baldrige Asset Management
Pennsylvania
$1.44M 122,364 +3,036 +3%
SBH
241
Segall Bryant & Hamill
Illinois
$1.43M 121,350 +588 +0.5%
EFS
242
Econ Financial Services
Pennsylvania
$1.42M 121,032 +121,032 New
MMA
243
Miracle Mile Advisors
California
$1.41M 120,270 -3,732 -3%
WCM
244
Wealthcare Capital Management
Virginia
$1.41M 119,970 +29,820 +33%
HCA
245
Horan Capital Advisors
Ohio
$1.4M 119,232 +1,842 +2%
PP
246
Palladium Partners
Virginia
$1.39M 117,996 – –
PFA
247
Pure Financial Advisors
California
$1.38M 116,964 -3,342 -3%
MA
248
Mutual Advisors
Nebraska
$1.38M 116,976 +15,600 +15%
CWM
249
Cabot Wealth Management
Massachusetts
$1.36M 115,656 -1,668 -1%
TIA
250
Traphagen Investment Advisors
New Jersey
$1.35M 115,188 +684 +0.6%
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10
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