SCHB icon

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 %
PIM
251
Penobscot Investment Management
Massachusetts
$1.08M +$472K +47,250 +78%
SHJ
252
Sharkey, Howes & Javer
Colorado
$1.08M +$797K +79,776 +283%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$1.06M +$823K +82,410 +345%
GCA
254
Gradient Capital Advisors
California
$1.06M +$275K +27,498 +35%
PFA
255
Pure Financial Advisors
California
$1.04M +$178K +17,832 +21%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$1.04M -$64.8K -6,486 -6%
BIA
257
Bigelow Investment Advisors
Maine
$1.03M +$43.8K +4,386 +4%
EWM
258
Empirical Wealth Management
Washington
$1.03M +$835K +83,598 +423%
BWP
259
BSW Wealth Partners
Colorado
$1.02M +$17.8K +1,782 +2%
DSN
260
D. Scott Neal
Kentucky
$1.02M +$24K +2,406 +2%
SCM
261
SOL Capital Management
Maryland
$1.01M +$225K +22,494 +29%
PA
262
PFG Advisors
Arizona
$992K +$53.3K +4,830 +6%
SIAS
263
Shine Investment Advisory Services
Colorado
$986K -$7.55K -756 -0.8%
VWA
264
VERITY Wealth Advisors
United States
$978K +$978K +97,914 New
AA
265
Ancora Advisors
Ohio
$972K -$27.2K -2,724 -3%
Koshinski Asset Management
266
Koshinski Asset Management
Illinois
$971K -$703K -70,362 -42%
MA
267
Mutual Advisors
Nebraska
$950K +$25.2K +2,526 +3%
WCM
268
Weik Capital Management
Pennsylvania
$948K +$60.8K +6,090 +7%
CI
269
CX Institutional
Indiana
$925K +$483K +48,354 +109%
EGWAG
270
Elwood & Goetz Wealth Advisory Group
Georgia
$920K +$920K +92,118 New
PA
271
Pinnacle Associates
New York
$916K +$95.8K +9,594 +12%
WWM
272
Western Wealth Management
Colorado
$913K +$913K +91,518 New
RBFC
273
Roman Butler Fullerton & Co
Missouri
$906K +$906K +87,186 New
TYCC
274
Texas Yale Capital Corp
Florida
$894K +$899 +90 +0.1%
V
275
Veritable
Delaware
$885K -$53K -5,310 -6%
9 10
11
12 13