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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 %
SIAS
251
Shine Investment Advisory Services
Colorado
$1.23M +$113K +9,996 +10%
V
252
Veritable
Delaware
$1.22M +$215K +18,960 +21%
AWA
253
Acorn Wealth Advisors
Michigan
$1.2M -$485K -41,646 -29%
DP
254
Denver PWM
Colorado
$1.19M -$327K -28,320 -22%
GCA
255
Gradient Capital Advisors
California
$1.18M -$28.2K -2,484 -2%
PIM
256
Penobscot Investment Management
Massachusetts
$1.16M -$64.7K -5,700 -5%
SCM
257
SOL Capital Management
Maryland
$1.16M +$12.5K +1,098 +1%
WPA
258
West Paces Advisors
Georgia
$1.15M -$134K -11,820 -10%
RBFC
259
Roman Butler Fullerton & Co
Missouri
$1.15M +$163K +14,370 +16%
MA
260
Mutual Advisors
Nebraska
$1.15M +$71.1K +6,264 +7%
GLA
261
Good Life Advisors
Pennsylvania
$1.14M +$434K +38,256 +62%
BWP
262
BSW Wealth Partners
Colorado
$1.11M -$48.9K -4,314 -4%
Millennium Management
263
Millennium Management
New York
$1.09M -$182K -16,050 -14%
DSN
264
D. Scott Neal
Kentucky
$1.09M -$76.8K -6,768 -7%
WCM
265
Weik Capital Management
Pennsylvania
$1.09M +$8.5K +750 +0.8%
PA
266
Pinnacle Associates
New York
$1.08M +$36.7K +3,234 +4%
EWM
267
Empirical Wealth Management
Washington
$1.07M -$107K -9,402 -9%
AA
268
Ancora Advisors
Ohio
$1.06M -$40.6K -3,582 -4%
SBA
269
Secrest Blakey & Associates
North Carolina
$1.06M -$201K -17,706 -16%
SWM
270
SVA Wealth Management
Wisconsin
$1.06M +$108K +9,564 +11%
WWM
271
Western Wealth Management
Colorado
$1.04M – – –
WCM
272
Wealthcare Capital Management
Virginia
$1.02M -$437K -38,508 -30%
PA
273
PFG Advisors
Arizona
$1.02M -$41K -3,474 -4%
SIC
274
Sigma Investment Counselors
Michigan
$1.01M +$42.6K +3,756 +4%
William Blair & Company
275
William Blair & Company
Illinois
$1M +$635K +56,004 +173%
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