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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

589 hedge funds and large institutions have $5.91B invested in Schwab US Broad Market ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 268 increasing their positions, 192 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
12.94%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.09%
New
37
Increased
268
Reduced
192
Closed
30
Calls
$3.61M
Puts
$354K
Net Calls
+$3.25M
Net Calls Change
+$802K

Top Buyers

1
G
1
Gainplan
Michigan
$43.9M
2
Bank of America
2
Bank of America
North Carolina
$111M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$772M
4
Jane Street
4
Jane Street
New York
$23.8M
5
WPW
5
Waldron Private Wealth
Pennsylvania
$13.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.7M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$787M
4
FMP
4
Financial Management Professionals
Texas
$10K
5
BAM
5
Berkshire Asset Management
Pennsylvania
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
301
FAS Wealth Partners
Kansas
$1.01M +$3.05K +258 +0.3%
SBA
302
Secrest Blakey & Associates
North Carolina
$988K -$129K -10,890 -12%
PA
303
Perennial Advisors
New York
$984K +$49.6K +4,188 +5%
NHC
304
Nicholas Hoffman & Company
Georgia
$969K -$51.6K -4,362 -5%
NCM
305
Northwest Capital Management
Oregon
$964K -$51.4K -4,344 -5%
VWA
306
VERITY Wealth Advisors
United States
$956K – – –
AWA
307
Acorn Wealth Advisors
Michigan
$946K -$160K -12,942 -14%
B
308
Bailard
California
$939K +$6.39K +540 +0.7%
EGWAG
309
Elwood & Goetz Wealth Advisory Group
Georgia
$933K -$28.3K -2,388 -3%
FWM
310
Focused Wealth Management
New York
$928K -$60.6K -5,124 -6%
RM
311
Resource Management
Louisiana
$919K -$47.8K -4,044 -5%
CMO
312
Covenant Multifamily Offices
Texas
$906K +$298K +25,152 +49%
PPA
313
Parametric Portfolio Associates
Washington
$891K +$542K +45,768 +155%
DI
314
Diligent Investors
California
$889K -$45.5K -3,846 -5%
IC
315
InterOcean Capital
Illinois
$887K +$157K +13,254 +21%
WCM
316
Weik Capital Management
Pennsylvania
$880K +$113K +9,570 +15%
EWM
317
Evermay Wealth Management
Virginia
$879K +$10.6K +900 +1%
GLA
318
Good Life Advisors
Pennsylvania
$871K -$314K -26,592 -27%
AF
319
Allworth Financial
California
$867K -$57.5K -4,860 -6%
VCM
320
Versant Capital Management
Arizona
$860K +$9.94K +840 +1%
Truist Financial
321
Truist Financial
North Carolina
$854K +$2.06K +174 +0.2%
KWM
322
Kingsview Wealth Management
Oregon
$848K +$19K +1,608 +2%
NNP
323
Nachman Norwood & Parrott
South Carolina
$846K -$5.9K -498 -0.7%
FNBOMD
324
First National Bank of Mount Dora
Florida
$845K – – –
CI
325
CX Institutional
Indiana
$835K -$17K -1,434 -2%
11 12
13
14 15