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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 %
HCM
276
Hollencrest Capital Management
California
$880K +$540K +54,096 +159%
NHC
277
Nicholas Hoffman & Company
Georgia
$858K +$135K +13,488 +19%
DAS
278
Dynamic Advisor Solutions
Arizona
$854K +$315K +29,460 +58%
SIC
279
Sigma Investment Counselors
Michigan
$853K +$160K +16,002 +23%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$846K +$35K +3,498 +4%
SWM
281
SVA Wealth Management
Wisconsin
$836K +$363K +36,318 +77%
CAM
282
Carret Asset Management
New York
$831K +$44.8K +4,488 +6%
NCM
283
Northwest Capital Management
Oregon
$827K – – –
FWP
284
FAS Wealth Partners
Kansas
$820K +$80.5K +8,058 +11%
LBC
285
Lowe Brockenbrough & Co
Virginia
$818K +$36.9K +3,690 +5%
KWM
286
Kingsview Wealth Management
Oregon
$814K +$97.2K +9,732 +14%
RI
287
Ridgewood Investments
New Jersey
$812K – – –
BPA
288
Beacon Pointe Advisors
California
$803K +$803K +80,424 New
EWM
289
Edge Wealth Management
New York
$772K +$765K +76,644 +11,613%
AF
290
Allworth Financial
California
$769K -$193K -19,344 -20%
PIP
291
Peachtree Investment Partners
Florida
$762K +$762K +76,254 New
B
292
Bailard
California
$761K +$761K +76,176 New
MML Investors Services
293
MML Investors Services
Massachusetts
$755K +$242K +24,168 +47%
NNP
294
Nachman Norwood & Parrott
South Carolina
$753K +$753K +75,396 New
SWM
295
Segment Wealth Management
Texas
$751K +$6.65K +666 +0.9%
CFA
296
Cahill Financial Advisors
Minnesota
$742K +$22.3K +2,232 +3%
MA
297
MCF Advisors
Kentucky
$731K +$501K +50,106 +217%
FWM
298
Frontier Wealth Management
Missouri
$730K +$42.5K +4,254 +6%
HCIA
299
Hochman Cole Investment Advisors
Illinois
$724K +$724K +72,510 New
VCM
300
Versant Capital Management
Arizona
$717K -$24.1K -2,412 -3%
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