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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 Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
SVA Wealth Management
Wisconsin
$1.1M +$1.34K +114 +0.1%
WWM
277
Western Wealth Management
Colorado
$1.08M – – –
PA
278
Pinnacle Associates
New York
$1.07M -$44K -3,744 -4%
BPA
279
Beacon Pointe Advisors
California
$1.06M -$276K -23,322 -21%
AA
280
Ancora Advisors
Ohio
$1.06M -$45.8K -3,900 -4%
PA
281
PFG Advisors
Arizona
$1.05M +$7.84K +648 +0.7%
TYCC
282
Texas Yale Capital Corp
Florida
$1.05M -$1.05M -89,514 -50%
CAM
283
Carret Asset Management
New York
$1.05M +$62.2K +5,292 +6%
AWA
284
Acorn Wealth Advisors
Michigan
$1.05M -$154K -13,158 -13%
NHC
285
Nicholas Hoffman & Company
Georgia
$1.01M +$3.88K +330 +0.4%
NCM
286
Northwest Capital Management
Oregon
$1.01M +$50.9K +4,326 +5%
FWP
287
FAS Wealth Partners
Kansas
$1M -$6.91K -588 -0.7%
FWM
288
Focused Wealth Management
New York
$982K +$82.5K +7,020 +9%
LWAC
289
Laurel Wealth Advisors (California)
California
$978K -$8.18K -696 -0.8%
RM
290
Resource Management
Louisiana
$961K – – –
EGWAG
291
Elwood & Goetz Wealth Advisory Group
Georgia
$955K +$90.8K +7,722 +11%
DAS
292
Dynamic Advisor Solutions
Arizona
$952K +$151K +12,864 +19%
VWA
293
VERITY Wealth Advisors
United States
$949K -$71 -6 -0%
DI
294
Diligent Investors
California
$929K +$612K +52,008 +193%
PA
295
Perennial Advisors
New York
$928K +$16.3K +1,386 +2%
B
296
Bailard
California
$927K -$10.6K -900 -1%
Koshinski Asset Management
297
Koshinski Asset Management
Illinois
$920K -$271K -23,034 -23%
AF
298
Allworth Financial
California
$918K -$12.3K -1,044 -1%
EWM
299
Evermay Wealth Management
Virginia
$863K +$21.7K +1,848 +3%
MML Investors Services
300
MML Investors Services
Massachusetts
$857K -$65.6K -5,580 -7%
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12
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