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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.

New
Increased
Maintained
Reduced
Closed
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 %
NNP
301
Nachman Norwood & Parrott
South Carolina
$846K -$20K -1,704 -2%
MA
302
MCF Advisors
Kentucky
$846K – – –
Truist Financial
303
Truist Financial
North Carolina
$846K – – –
CI
304
CX Institutional
Indiana
$846K +$149K +12,696 +21%
FF
305
Friedenthal Financial
New Jersey
$845K +$550K +46,836 +187%
VCM
306
Versant Capital Management
Arizona
$844K -$3.95K -336 -0.5%
SWM
307
Stockman Wealth Management
Montana
$841K +$230K +19,578 +38%
FNBOMD
308
First National Bank of Mount Dora
Florida
$839K – – –
KWM
309
Kingsview Wealth Management
Oregon
$823K -$756K -64,350 -48%
RI
310
Ridgewood Investments
New Jersey
$822K – – –
SGCA
311
Steel Grove Capital Advisors
Tennessee
$795K +$4.44K +378 +0.6%
FAIM
312
Financial Advocates Investment Management
Washington
$792K +$532K +45,252 +205%
JWM
313
JFG Wealth Management
Colorado
$789K +$72.2K +6,018 +10%
PIP
314
Peachtree Investment Partners
Florida
$782K -$59.6K -5,076 -7%
WCM
315
Weik Capital Management
Pennsylvania
$761K -$363K -30,930 -32%
SS
316
Simplicity Solutions
Minnesota
$759K -$1.03M -87,822 -58%
IF
317
IRON Financial
Illinois
$758K +$222K +19,542 +41%
FWM
318
Frontier Wealth Management
Missouri
$743K -$69.9K -5,946 -9%
SLA
319
Silver Lake Advisory
Utah
$741K +$4.44K +378 +0.6%
RCA
320
Rowland Carmichael Advisors
Arizona
$732K +$1.98K +168 +0.3%
IC
321
InterOcean Capital
Illinois
$725K +$17.9K +1,524 +3%
CPIG
322
Chicago Partners Investment Group
Illinois
$720K +$141K +11,808 +24%
SMC
323
Smith, Moore & Co
Missouri
$715K +$56.9K +4,836 +9%
TCM
324
Twele Capital Management
Minnesota
$694K +$9.81K +834 +1%
SCP
325
Shorepoint Capital Partners
Massachusetts
$688K -$33K -2,802 -5%
11 12
13
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