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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 %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$1.47M 14,046 – –
JPLA
252
Joseph P. Lucia & Associates
New York
$1.46M 20,611 -133 -0.6%
WIC
253
Woodmont Investment Counsel
Tennessee
$1.46M 20,481 -2 -0%
BF
254
Blankinship & Foster
California
$1.45M 20,462 -839 -4%
PCA
255
Personal Capital Advisors
California
$1.44M 20,332 -553 -3%
MMA
256
Miracle Mile Advisors
California
$1.44M 20,240 +195 +1%
SBH
257
Segall Bryant & Hamill
Illinois
$1.43M 20,179 -46 -0.2%
WCM
258
Wealthcare Capital Management
Virginia
$1.43M 20,118 +123 +0.6%
BAM
259
Berkshire Asset Management
Pennsylvania
$1.42M 20,055 -195,121 -91%
Millennium Management
260
Millennium Management
New York
$1.41M 19,888 -3,891 -16%
HCA
261
Horan Capital Advisors
Ohio
$1.41M 19,850 -22 -0.1%
AI
262
Atria Investments
North Carolina
$1.39M 19,571 -1,400 -7%
PFA
263
Pure Financial Advisors
California
$1.37M 19,271 -223 -1%
CWM
264
Cabot Wealth Management
Massachusetts
$1.37M 19,213 -63 -0.3%
PFC
265
Phocas Financial Corp
California
– – – –
PAMG
266
Patton Albertson Miller Group
Tennessee
$1.36M 19,090 +605 +3%
TIA
267
Traphagen Investment Advisors
New Jersey
$1.35M 18,953 -245 -1%
BIA
268
Bigelow Investment Advisors
Maine
$1.32M 18,615 +80 +0.4%
CFA
269
Capstone Financial Advisors
Illinois
$1.32M 18,587 +17 +0.1%
V
270
Veritable
Delaware
$1.27M 17,938 +4 +0%
SWM
271
Stockman Wealth Management
Montana
$1.27M 17,935 +6,013 +50%
FAIM
272
Financial Advocates Investment Management
Washington
$1.27M 17,893 +6,670 +59%
BPA
273
Beacon Pointe Advisors
California
$1.25M 17,551 +2,569 +17%
LWAC
274
Laurel Wealth Advisors (California)
California
$1.25M 17,531 +3,659 +26%
CG
275
Colony Group
Massachusetts
$1.24M 17,456 +333 +2%
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