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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 %
BAS
326
Brown Advisory Securities
Maryland
$534K -$2.22M -221,790 -81%
IC
327
InterOcean Capital
Illinois
$528K -$5.75K -576 -1%
LAIC
328
Lederer & Associates Investment Counsel
California
$514K +$15.9K +1,596 +3%
ACM
329
Armbruster Capital Management
New York
$505K -$31.7K -3,174 -6%
OCM
330
One Capital Management
California
$502K -$12.4K -1,242 -2%
VCM
331
Vigilant Capital Management
Maine
$498K +$5.16K +516 +1%
CA
332
Callahan Advisors
Texas
$496K +$15.8K +1,578 +3%
CIC
333
Carnegie Investment Counsel
Ohio
$485K +$146K +14,616 +43%
WSTAM
334
Wilbanks Smith & Thomas Asset Management
Virginia
$484K +$266K +26,676 +122%
JIP
335
Jaffetilchin Investment Partners
Florida
$484K +$484K +48,426 New
HA
336
Harborview Advisors
Maine
$476K +$30K +3,006 +7%
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$474K – – –
BCM
338
Breiter Capital Management
Florida
$474K -$973K -97,332 -67%
MIA
339
MainStreet Investment Advisors
Illinois
$474K – – –
PIA
340
Peachtree Investment Advisors
Georgia
$468K +$13.8K +1,380 +3%
GG
341
Gofen & Glossberg
Illinois
$463K +$12K +1,200 +3%
HI
342
Hendershot Investments
Virginia
$446K +$28.8K +2,886 +7%
CBA
343
Coastal Bridge Advisors
Connecticut
$443K – – –
TIM
344
Tortoise Investment Management
New York
$436K +$295K +29,532 +209%
ATC
345
Argent Trust Co
Tennessee
$435K – – –
TIM
346
Total Investment Management
Arizona
$419K -$52.9M -4,837,428 -99%
SFS
347
Sowell Financial Services
Arkansas
$419K -$789K -78,978 -65%
PP
348
Pegasus Partners
Wisconsin
$415K -$11.5K -1,152 -3%
CTA
349
Chesley Taft & Associates
Illinois
$408K – – –
WCM
350
WealthBridge Capital Management
Ohio
$405K +$405K +40,500 New
12 13
14
15 16