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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

681 hedge funds and large institutions have $6.43B invested in Schwab US Broad Market ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 263 increasing their positions, 211 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+92
Holders Change %
+15.62%
% of All Funds
13.45%
Holding in Top 10
110
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.79%
% of All Funds
2.17%
New
123
Increased
263
Reduced
211
Closed
24
Calls
$5.04M
Puts
$871K
Net Calls
+$4.16M
Net Calls Change
+$912K

Top Buyers

1
GSWM
Golden State Wealth Management
California
+$59.1M
2
Wells Fargo
Wells Fargo
California
+$20.1M
3
PCA
Personal Capital Advisors
California
+$19.5M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$15.6M
5
FPCG
Fort Pitt Capital Group
Pennsylvania
+$9.48M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$113M
2
Betterment LLC
Betterment LLC
New York
-$50M
3
Bank of America
Bank of America
North Carolina
-$26.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.9M
5
Jane Street
Jane Street
New York
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
226
Mariner Independent Advisor Network
Kansas
$2.49M +$310K +24,216 +14%
RW
227
REDW Wealth
New Mexico
$2.49M +$236K +18,396 +10%
LBC
228
Lowe Brockenbrough & Co
Virginia
$2.48M +$37.8K +2,952 +2%
GPFA
229
Game Plan Financial Advisors
Ohio
$2.48M +$2.48M +193,152 New
VA
230
Valmark Advisers
Ohio
$2.44M +$5.92K +462 +0.2%
DWM
231
Destination Wealth Management
California
$2.44M -$10.7K -834 -0.4%
PP
232
PagnatoKarp Partners
Virginia
$2.41M +$10.2K +798 +0.4%
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$2.4M -$144K -11,208 -6%
PCMC
234
Private Capital Management (Colorado)
Colorado
$2.4M – – –
B
235
Bailard
California
$2.38M +$1.36M +106,440 +134%
SWM
236
Southern Wealth Management
Texas
$2.33M +$2.33M +181,578 New
AAG
237
Avalon Advisory Group
Pennsylvania
$2.32M +$2.32M +181,224 New
BSW
238
Buckingham Strategic Wealth
Missouri
$2.32M -$617K -48,144 -21%
RJA
239
Raymond James & Associates
Florida
$2.31M +$119K +9,288 +5%
WFA
240
Wade Financial Advisory
California
$2.29M +$2.29M +178,302 New
MAG
241
Mayfair Advisory Group
Alabama
$2.27M +$2.27M +177,036 New
BJL
242
Brighton Jones LLC
Washington
$2.2M -$210K -16,392 -9%
BL
243
BCWM LLC
Kansas
$2.2M +$424K +33,090 +24%
VCP
244
Vista Capital Partners
Oregon
$2.18M -$66.6K -5,202 -3%
MWM
245
MinichMacGregor Wealth Management
New York
$2.17M +$54K +4,212 +3%
CC
246
Callan Capital
California
$2.17M +$147K +11,496 +7%
PA
247
Parallel Advisors
California
$2.15M +$148K +11,532 +7%
SWRP
248
Summit Wealth & Retirement Planning
California
$2.11M +$5K +390 +0.2%
LPIC
249
LeJeune Puetz Investment Counsel
Michigan
$2.1M +$7.15K +558 +0.3%
QCG
250
Quadrant Capital Group
Ohio
$2.1M +$2.1M +166,764 New
8 9
10
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