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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 %
CG
301
Colony Group
Massachusetts
$810K +$15K +1,320 +2%
AWM
302
AE Wealth Management
Kansas
$800K +$399K +35,202 +100%
RI
303
Ridgewood Investments
New Jersey
$793K +$8.5K +750 +1%
FWM
304
Frontier Wealth Management
Missouri
$784K -$45.3K -3,990 -5%
SSI
305
Scott & Selber Inc
Texas
$779K +$2.72K +240 +0.4%
DAS
306
Dynamic Advisor Solutions
Arizona
$772K -$134K -11,820 -15%
SGCA
307
Steel Grove Capital Advisors
Tennessee
$763K -$746K -65,790 -49%
AAS
308
Avantax Advisory Services
Texas
$717K +$717K +63,210 New
SLA
309
Silver Lake Advisory
Utah
$711K +$45.6K +4,020 +7%
RCA
310
Rowland Carmichael Advisors
Arizona
$704K -$4.15K -366 -0.6%
SCP
311
Shorepoint Capital Partners
Massachusetts
$695K +$695K +61,290 New
IC
312
InterOcean Capital
Illinois
$682K +$82K +7,230 +14%
JWM
313
JFG Wealth Management
Colorado
$677K -$83.5K -7,368 -11%
CI
314
CX Institutional
Indiana
$672K -$378K -33,378 -36%
SFSIG
315
San Francisco Sentry Investment Group
California
$661K +$10.6K +930 +2%
TCM
316
Twele Capital Management
Minnesota
$660K -$48.8K -4,302 -7%
MSS
317
Mitchell Sinkler & Starr
Pennsylvania
$645K – – –
PA
318
Parallel Advisors
California
$639K +$458K +40,404 +254%
SMC
319
Smith, Moore & Co
Missouri
$635K +$20.4K +1,794 +3%
HIM
320
Hanlon Investment Management
New Jersey
$626K +$626K +55,224 New
CA
321
Callahan Advisors
Texas
$618K +$54.8K +4,836 +10%
CCM
322
Chilton Capital Management
Texas
$613K +$238K +20,940 +63%
JFGLC
323
Johnson Financial Group LLC (Colorado)
Colorado
$608K -$1.39M -122,754 -70%
HA
324
Harborview Advisors
Maine
$597K +$56.9K +5,022 +11%
HCIA
325
Hochman Cole Investment Advisors
Illinois
$591K -$231K -20,400 -28%
11 12
13
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