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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 %
SWM
276
Segment Wealth Management
Texas
$984K +$131K +11,592 +15%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$978K +$18.3K +1,614 +2%
NHC
278
Nicholas Hoffman & Company
Georgia
$974K – – –
FWP
279
FAS Wealth Partners
Kansas
$971K +$40.4K +3,564 +4%
CAM
280
Carret Asset Management
New York
$955K +$10.6K +936 +1%
LWAC
281
Laurel Wealth Advisors (California)
California
$952K +$586K +51,702 +160%
APCM
282
Alaska Permanent Capital Management
Alaska
$940K +$940K +82,896 New
RM
283
Resource Management
Louisiana
$927K +$164K +14,478 +22%
NCM
284
Northwest Capital Management
Oregon
$924K -$15.2K -1,338 -2%
VWA
285
VERITY Wealth Advisors
United States
$916K -$194K -17,148 -18%
B
286
Bailard
California
$904K +$40.2K +3,546 +5%
AF
287
Allworth Financial
California
$898K +$24.2K +2,136 +3%
MML Investors Services
288
MML Investors Services
Massachusetts
$890K +$33.1K +2,922 +4%
PA
289
Perennial Advisors
New York
$879K -$3.03M -267,462 -78%
FWM
290
Focused Wealth Management
New York
$868K +$85.7K +7,554 +11%
AEPG
291
American Economic Planning Group
New Jersey
$849K -$15.3M -1,347,354 -95%
NNP
292
Nachman Norwood & Parrott
South Carolina
$835K -$19.9K -1,758 -2%
EGWAG
293
Elwood & Goetz Wealth Advisory Group
Georgia
$834K -$211K -18,588 -20%
LYV
294
Live Your Vision
Pennsylvania
$829K +$174K +14,838 +27%
VCM
295
Versant Capital Management
Arizona
$818K +$3.81K +336 +0.5%
MA
296
MCF Advisors
Kentucky
$816K -$13.7K -1,212 -2%
Truist Financial
297
Truist Financial
North Carolina
$816K +$816K +71,934 New
PIP
298
Peachtree Investment Partners
Florida
$812K -$52.4K -4,620 -6%
EWM
299
Evermay Wealth Management
Virginia
$811K +$84.6K +7,464 +12%
FNBOMD
300
First National Bank of Mount Dora
Florida
$810K – – –
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