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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
$37.3M
3
PCA
Personal Capital Advisors
California
$21.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
$851M
5
FPCG
Fort Pitt Capital Group
Pennsylvania
$45.3M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$739M
2
Betterment LLC
Betterment LLC
New York
$501M
3
Bank of America
Bank of America
North Carolina
$93.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$46.2M
5
Jane Street
Jane Street
New York
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
276
Granite Investment Partners
California
$1.63M -$8.66K -660 -0.5%
RWRC
277
R.W. Roge & Company
New York
$1.62M +$1.62M +125,904 New
MS
278
Madden Securities
Texas
$1.62M +$1.62M +126,378 New
Truist Financial
279
Truist Financial
North Carolina
$1.62M +$694K +54,120 +75%
BAM
280
Baldrige Asset Management
Pennsylvania
$1.61M +$9.07K +708 +0.6%
WIC
281
Woodmont Investment Counsel
Tennessee
$1.58M – – –
BIA
282
Bigelow Investment Advisors
Maine
$1.55M +$123K +9,624 +9%
HFA
283
Huber Financial Advisors
Illinois
$1.55M -$63K -4,914 -4%
SBH
284
Segall Bryant & Hamill
Illinois
$1.55M -$4.16K -324 -0.3%
BF
285
Blankinship & Foster
California
$1.55M -$25.4K -1,980 -2%
WCM
286
Wealthcare Capital Management
Virginia
$1.55M – – –
RPSA
287
Richard P. Slaughter Associates
Texas
$1.55M +$1.55M +120,756 New
TIA
288
Traphagen Investment Advisors
New Jersey
$1.54M +$87.3K +6,810 +6%
PAMG
289
Patton Albertson Miller Group
Tennessee
$1.53M +$64.9K +5,064 +4%
NL
290
NEPC LLC
Massachusetts
$1.53M +$1.53M +119,640 New
HCA
291
Horan Capital Advisors
Ohio
$1.53M +$5.84K +456 +0.4%
BAM
292
Berkshire Asset Management
Pennsylvania
$1.52M -$21.3K -1,662 -1%
CG
293
Colony Group
Massachusetts
$1.52M +$178K +13,890 +13%
MMA
294
Miracle Mile Advisors
California
$1.51M -$48.1K -3,756 -3%
JPLA
295
Joseph P. Lucia & Associates
New York
$1.51M -$77.2K -6,024 -5%
PFA
296
Pure Financial Advisors
California
$1.49M +$5.15K +402 +0.3%
RG
297
Retirement Group
California
$1.48M +$1.48M +115,626 New
CWM
298
Cabot Wealth Management
Massachusetts
$1.47M -$7.92K -618 -0.5%
ECM
299
Exchange Capital Management
Michigan
$1.47M -$458K -35,736 -24%
PFC
300
Phocas Financial Corp
California
$1.47M -$1.36M – –
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