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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 %
FNBOMD
301
First National Bank of Mount Dora
Florida
$713K +$24K +2,400 +3%
DI
302
Diligent Investors
California
$711K +$711K +71,184 New
CG
303
Colony Group
Massachusetts
$700K +$116K +11,622 +20%
FWM
304
Focused Wealth Management
New York
$689K +$551K +55,194 +401%
SSI
305
Scott & Selber Inc
Texas
$684K +$163K +16,314 +31%
AFS
306
Access Financial Services
Minnesota
$680K +$680K +68,040 New
RM
307
Resource Management
Louisiana
$671K +$479 +48 +0.1%
JWM
308
JFG Wealth Management
Colorado
$669K +$669K +67,074 New
CPIG
309
Chicago Partners Investment Group
Illinois
$645K -$24.2K -2,328 -4%
EWM
310
Evermay Wealth Management
Virginia
$640K +$640K +64,074 New
SCA
311
Stonebridge Capital Advisors
Minnesota
$625K +$625K +62,604 New
RCA
312
Rowland Carmichael Advisors
Arizona
$624K – – –
TCM
313
Twele Capital Management
Minnesota
$624K +$7.91K +792 +1%
GLA
314
Good Life Advisors
Pennsylvania
$619K -$12K -1,200 -2%
CWM
315
Cranbrook Wealth Management
Michigan
$613K – – –
WAM
316
Weatherly Asset Management
California
$611K +$26.8K +2,682 +5%
Bank of New York Mellon
317
Bank of New York Mellon
New York
$599K -$27.6K -2,766 -4%
BIA
318
BHK Investment Advisors
Alabama
$597K +$61.3K +6,144 +11%
SLA
319
Silver Lake Advisory
Utah
$586K +$30.6K +3,066 +6%
LYV
320
Live Your Vision
Pennsylvania
$580K +$114K +11,016 +25%
SFSIG
321
San Francisco Sentry Investment Group
California
$572K +$18.6K +1,860 +3%
MSS
322
Mitchell Sinkler & Starr
Pennsylvania
$568K +$80.9K +8,100 +17%
ODCM
323
Old Dominion Capital Management
Virginia
$561K -$600K -60,000 -52%
PI
324
Pachira Investments
California
$547K +$243K +24,312 +80%
SMC
325
Smith, Moore & Co
Missouri
$541K -$797K -79,830 -60%
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