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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 %
PFC
251
Phocas Financial Corp
California
– – – –
GIP
252
Granite Investment Partners
California
$1.32M 18,653 +600 +3%
CFA
253
Capstone Financial Advisors
Illinois
$1.31M 18,570 +5 +0%
BIA
254
Bigelow Investment Advisors
Maine
$1.31M 18,535 +129 +0.7%
PAMG
255
Patton Albertson Miller Group
Tennessee
$1.29M 18,485 +18,485 New
SIAS
256
Shine Investment Advisory Services
Colorado
$1.28M 18,166 +51 +0.3%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$1.28M 18,162 +3,784 +26%
V
258
Veritable
Delaware
$1.27M 17,934 +8 +0%
EWM
259
Empirical Wealth Management
Washington
$1.25M 17,776 +2,119 +14%
GCA
260
Gradient Capital Advisors
California
$1.22M 17,291 +14 +0.1%
AMG
261
Asset Management Group
Connecticut
$1.22M 17,239 -4,983 -22%
DP
262
Denver PWM
Colorado
$1.21M 17,404 +221 +1%
CG
263
Colony Group
Massachusetts
$1.21M 17,123 +5,225 +44%
SCM
264
SOL Capital Management
Maryland
$1.21M 17,084 +107 +0.6%
BWP
265
BSW Wealth Partners
Colorado
$1.2M 17,034 +665 +4%
PIM
266
Penobscot Investment Management
Massachusetts
$1.2M 16,995 -87 -0.5%
RBFC
267
Roman Butler Fullerton & Co
Missouri
$1.19M 16,926 – –
GLA
268
Good Life Advisors
Pennsylvania
$1.18M 16,713 – –
DSN
269
D. Scott Neal
Kentucky
$1.16M 16,414 +470 +3%
WPA
270
West Paces Advisors
Georgia
$1.13M 16,087 -880 -5%
SBA
271
Secrest Blakey & Associates
North Carolina
$1.11M 15,727 +171 +1%
SIC
272
Sigma Investment Counselors
Michigan
$1.11M 15,791 +930 +6%
SFA
273
Sequoia Financial Advisors
Ohio
$1.11M 15,759 +11,615 +280%
SWM
274
Segment Wealth Management
Texas
$1.1M 15,597 +1,135 +8%
AEPG
275
American Economic Planning Group
New Jersey
$1.1M 15,588 +3,108 +25%
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