SCHB icon

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
UBS Group
Switzerland
$526M
2
TIM
Total Investment Management
Arizona
$55.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
$747M
4
CAI
Capital Advisors Inc
Oklahoma
$60.5M
5
Betterment LLC
Betterment LLC
New York
$505M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$1.46M
2
MFRM
Milliman Financial Risk Management
Illinois
$845M
3
Goldman Sachs
Goldman Sachs
New York
$2.29M
4
OIA
OneDigital Investment Advisors
Kansas
$7.34M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
326
Carroll Financial Associates
North Carolina
$687K +$681K +57,984 +11,237%
SFSIG
327
San Francisco Sentry Investment Group
California
$686K +$1.76K +150 +0.3%
CCM
328
Chilton Capital Management
Texas
$684K +$48.6K +4,134 +8%
JFGLC
329
Johnson Financial Group LLC (Colorado)
Colorado
$681K +$51K +4,338 +8%
HA
330
Harborview Advisors
Maine
$678K +$58.8K +5,004 +10%
MSS
331
Mitchell Sinkler & Starr
Pennsylvania
$668K – – –
VCM
332
Vigilant Capital Management
Maine
$655K +$45.5K +3,870 +7%
HIM
333
Hanlon Investment Management
New Jersey
$651K +$2.26K +192 +0.3%
HI
334
Hendershot Investments
Virginia
$645K +$49.6K +4,218 +8%
CA
335
Callahan Advisors
Texas
$627K -$13.7K -1,164 -2%
SAM
336
Smithbridge Asset Management
Pennsylvania
$627K +$54.1K +4,608 +9%
WAM
337
Weatherly Asset Management
California
$625K +$46.6K +3,960 +8%
OCM
338
One Capital Management
California
$614K +$2.54K +216 +0.4%
CWP
339
Capital Wealth Planning
Florida
$614K +$614K +52,230 New
CMO
340
Covenant Multifamily Offices
Texas
$605K +$605K +51,432 New
MAA
341
Mraz Amerine & Associates
California
$603K -$8.68K -738 -1%
VWA
342
V Wealth Advisors
Kansas
$599K +$94.1K +7,938 +19%
PI
343
Pachira Investments
California
$593K -$14.7K -1,254 -2%
LAIC
344
Lederer & Associates Investment Counsel
California
$593K -$13.6K -1,158 -2%
HCIA
345
Hochman Cole Investment Advisors
Illinois
$589K -$23.9K -2,034 -4%
EFSCE
346
Enterprise Financial Services Corp (EFSC)
Missouri
$589K -$12.7K -1,080 -2%
GG
347
Gofen & Glossberg
Illinois
$585K +$14.1K +1,200 +2%
VDI
348
Vaughan David Investments
Illinois
$578K +$245K +20,814 +73%
S
349
SignatureFD
Georgia
$573K +$26.9K +2,292 +5%
JIP
350
Jaffetilchin Investment Partners
Florida
$572K – – –
12 13
14
15 16