SCHB icon

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 %
Citadel Advisors
251
Citadel Advisors
Florida
$2.07M -$1.43M -111,930 -41%
MA
252
Mutual Advisors
Nebraska
$2.04M +$339K +26,436 +20%
MWM
253
Merriman Wealth Management
Washington
$2.02M +$384 +30 +0%
OCG
254
Opus Capital Group
Ohio
$2.01M +$13.5K +1,056 +0.7%
RF
255
RHS Financial
California
$1.99M +$67.6K +5,274 +4%
NCM
256
Novare Capital Management
North Carolina
$1.97M +$57.7K +4,500 +3%
AWS
257
AJ Wealth Strategies
New York
$1.92M -$35.3K -2,754 -2%
SIC
258
Salem Investment Counselors
North Carolina
$1.9M -$18.5K -1,440 -1%
CA
259
Cambridge Advisors
Nebraska
$1.86M +$45.8K +3,570 +3%
FAIM
260
Financial Advocates Investment Management
Washington
$1.86M +$481K +37,566 +35%
PAG
261
Private Advisor Group
New Jersey
$1.83M -$2.54M -198,120 -58%
PPP
262
Private Portfolio Partners
New Jersey
$1.82M – – –
AC
263
Addison Capital
Pennsylvania
$1.81M +$846 +66 +0%
CMO
264
Covenant Multifamily Offices
Texas
$1.8M +$1.12M +125,994 +165%
CFS
265
CRA Financial Services
New Jersey
$1.78M +$12.4K +966 +0.7%
Millennium Management
266
Millennium Management
New York
$1.78M +$246K +19,170 +16%
CWS
267
Cypress Wealth Services
California
$1.75M -$1.26M -98,016 -42%
SWM
268
Stockman Wealth Management
Montana
$1.73M +$350K +27,312 +25%
LCC
269
Lincoln Capital Corp
Rhode Island
$1.71M -$9K -702 -0.5%
JWBC
270
John W. Brooker & Co
California
$1.71M +$1.71M +133,140 New
WPIC
271
White Pine Investment Company
Michigan
$1.7M -$103K -8,046 -6%
PA
272
PFG Advisors
Arizona
$1.68M +$459K +35,556 +38%
SCA
273
STALEY CAPITAL ADVISERS
Pennsylvania
$1.64M +$9.99K +780 +0.6%
TF
274
TIAA FSB
Florida
$1.63M -$34K -2,652 -2%
SIC
275
Sigma Investment Counselors
Michigan
$1.63M +$407K +31,716 +33%
9 10
11
12 13