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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 %
OCM
326
One Capital Management
California
$590K +$19.3K +1,698 +3%
MAA
327
Mraz Amerine & Associates
California
$590K +$590K +52,026 New
SWM
328
Stockman Wealth Management
Montana
$589K +$265K +23,358 +82%
VCM
329
Vigilant Capital Management
Maine
$588K +$22.7K +2,004 +4%
PI
330
Pachira Investments
California
$586K -$34.6K -3,048 -6%
LAIC
331
Lederer & Associates Investment Counsel
California
$586K +$2.11K +186 +0.4%
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$580K +$580K +51,126 New
HI
333
Hendershot Investments
Virginia
$575K +$68.2K +6,012 +13%
CPIG
334
Chicago Partners Investment Group
Illinois
$565K -$156K -13,446 -22%
WAM
335
Weatherly Asset Management
California
$558K -$136K -11,982 -20%
SAM
336
Smithbridge Asset Management
Pennsylvania
$553K +$203K +17,898 +58%
JIP
337
Jaffetilchin Investment Partners
Florida
$552K +$2.99K +264 +0.5%
GG
338
Gofen & Glossberg
Illinois
$551K +$25.5K +2,250 +5%
BPM
339
Bowling Portfolio Management
Ohio
$545K +$171K +15,120 +46%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$539K – – –
IF
341
IRON Financial
Illinois
$536K +$536K +47,274 New
WCM
342
WealthBridge Capital Management
Ohio
$530K +$63.9K +5,550 +14%
S
343
SignatureFD
Georgia
$527K +$182K +16,032 +53%
EWM
344
Edge Wealth Management
New York
$524K -$352K -31,080 -40%
ACM
345
Armbruster Capital Management
New York
$523K -$50.2K -4,428 -9%
PAA
346
Peregrine Asset Advisers
Oregon
$522K +$522K +45,990 New
FTUS
347
Flow Traders U.S.
New York
$517K +$517K +45,552 New
CTA
348
Chesley Taft & Associates
Illinois
$507K +$43.6K +3,840 +9%
CBA
349
Coastal Bridge Advisors
Connecticut
$500K -$3.13K -276 -0.6%
CW
350
CreativeOne Wealth
Kansas
$500K +$500K +44,106 New
12 13
14
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