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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

589 hedge funds and large institutions have $5.91B invested in Schwab US Broad Market ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 268 increasing their positions, 192 reducing their positions, and 30 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
12.94%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.09%
New
37
Increased
268
Reduced
192
Closed
30
Calls
$3.61M
Puts
$354K
Net Calls
+$3.25M
Net Calls Change
+$802K

Top Buyers

1
G
1
Gainplan
Michigan
$43.9M
2
WWM
2
WT Wealth Management
Arizona
$21.2M
3
Bank of America
3
Bank of America
North Carolina
$111M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$772M
5
Jane Street
5
Jane Street
New York
$23.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.7M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$787M
4
FMP
4
Financial Management Professionals
Texas
$10K
5
BAM
5
Berkshire Asset Management
Pennsylvania
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
OCG
226
Opus Capital Group
Ohio
$1.84M 25,903 +1,611 +7%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$1.81M 25,403 +7,241 +40%
AWS
228
AJ Wealth Strategies
New York
$1.8M 25,361 +211 +0.8%
DLCIG
229
D.L. Carlson Investment Group
New Hampshire
$1.78M 25,060 +20,590 +461%
ECM
230
Exchange Capital Management
Michigan
$1.78M 25,039 +4,595 +22%
SIC
231
Salem Investment Counselors
North Carolina
$1.77M 24,952 +750 +3%
RF
232
RHS Financial
California
$1.77M 24,943 -768 -3%
NCM
233
Novare Capital Management
North Carolina
$1.77M 24,920 +3,970 +19%
VCAM
234
Van Cleef Asset Management
Ohio
$1.75M 24,683 -6,725 -21%
SFA
235
Sequoia Financial Advisors
Ohio
$1.71M 24,068 +8,309 +53%
PPP
236
Private Portfolio Partners
New Jersey
$1.68M 23,640 – –
AC
237
Addison Capital
Pennsylvania
$1.68M 23,589 -66 -0.3%
CA
238
Cambridge Advisors
Nebraska
$1.67M 23,567 +783 +3%
WPIC
239
White Pine Investment Company
Michigan
$1.66M 23,425 -470 -2%
BL
240
BCWM LLC
Kansas
$1.64M 23,038 -378 -2%
CFS
241
CRA Financial Services
New Jersey
$1.63M 22,985 -255 -1%
SFS
242
Sowell Financial Services
Arkansas
$1.62M 22,762 +22,762 New
LCC
243
Lincoln Capital Corp
Rhode Island
$1.59M 22,358 -612 -3%
MA
244
Mutual Advisors
Nebraska
$1.57M 22,140 +2,644 +14%
TF
245
TIAA FSB
Florida
$1.54M 21,696 -1,306 -6%
SCA
246
STALEY CAPITAL ADVISERS
Pennsylvania
$1.51M 21,260 +333 +2%
HFA
247
Huber Financial Advisors
Illinois
$1.49M 20,970 -1,059 -5%
GIP
248
Granite Investment Partners
California
$1.49M 20,763 +2,110 +11%
ECG
249
Edge Capital Group
Georgia
$1.48M 20,793 -610 -3%
BAM
250
Baldrige Asset Management
Pennsylvania
$1.48M 20,781 +387 +2%
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