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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 %
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$1.47M – – –
SHJ
302
Sharkey, Howes & Javer
Colorado
$1.46M -$6.79M -529,650 -82%
ECG
303
Edge Capital Group
Georgia
$1.46M -$138K -10,746 -9%
SEEDPG
304
S.E.E.D. Planning Group
New York
$1.46M +$1.46M +113,958 New
PP
305
Palladium Partners
Virginia
$1.45M +$1.19M +92,886 +453%
OWM
306
Orgel Wealth Management
Wisconsin
$1.45M +$1.18M +92,472 +452%
CFO
307
CVA Family Office
Colorado
$1.43M +$1.43M +111,258 New
AIM
308
Aurora Investment Managers
Florida
$1.4M +$1.4M +109,266 New
CFA
309
Capstone Financial Advisors
Illinois
$1.4M -$33.9K -2,646 -2%
V
310
Veritable
Delaware
$1.38M +$692 +54 +0.1%
AI
311
Atria Investments
North Carolina
$1.38M -$129K -10,044 -9%
Renaissance Technologies
312
Renaissance Technologies
New York
$1.35M +$1.35M +105,480 New
BP
313
BBR Partners
New York
$1.35M +$1.35M +105,000 New
AMG
314
Asset Management Group
Connecticut
$1.34M +$8.38K +654 +0.6%
BWM
315
Benchmark Wealth Management
Connecticut
$1.32M +$1.32M +103,272 New
SCM
316
SOL Capital Management
Maryland
$1.3M +$12.5K +978 +1%
BPA
317
Beacon Pointe Advisors
California
$1.29M -$65.3K -5,082 -5%
WCM
318
Weik Capital Management
Pennsylvania
$1.28M +$322K +25,140 +34%
SWM
319
Segment Wealth Management
Texas
$1.27M +$3.31K +258 +0.3%
GCA
320
Gradient Capital Advisors
California
$1.27M +$1.31K +102 +0.1%
DSN
321
D. Scott Neal
Kentucky
$1.26M -$384 -30 -0%
WPA
322
West Paces Advisors
Georgia
$1.25M +$12.7K +990 +1%
MWM
323
Madison Wealth Management
Ohio
$1.24M +$1.24M +96,858 New
BWP
324
BSW Wealth Partners
Colorado
$1.24M -$38.4K -2,994 -3%
CAM
325
Carret Asset Management
New York
$1.24M +$23.1K +1,806 +2%
11 12
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