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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$155M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$10.7M
3
MFRM
Milliman Financial Risk Management
Illinois
$787M
4
FMP
Financial Management Professionals
Texas
$10K
5
BAM
Berkshire Asset Management
Pennsylvania
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
326
Ridgewood Investments
New Jersey
$828K – – –
SGCA
327
Steel Grove Capital Advisors
Tennessee
$802K +$1.21K +102 +0.2%
MA
328
MCF Advisors
Kentucky
$792K -$59.4K -5,016 -7%
JWM
329
JFG Wealth Management
Colorado
$778K – – –
PNC Financial Services Group
330
PNC Financial Services Group
Pennsylvania
$774K +$489K +41,340 +172%
PIP
331
Peachtree Investment Partners
Florida
$766K -$21.6K -1,824 -3%
SLA
332
Silver Lake Advisory
Utah
$764K +$17.8K +1,506 +2%
CPIG
333
Chicago Partners Investment Group
Illinois
$742K +$18.4K +1,536 +3%
PP
334
Pegasus Partners
Wisconsin
$740K +$249K +21,000 +51%
TCM
335
Twele Capital Management
Minnesota
$732K +$33.5K +2,832 +5%
FWM
336
Frontier Wealth Management
Missouri
$721K -$26.6K -2,244 -4%
SMC
337
Smith, Moore & Co
Missouri
$720K – – –
MSS
338
Mitchell Sinkler & Starr
Pennsylvania
$716K +$42.6K +3,600 +6%
HA
339
Harborview Advisors
Maine
$708K +$25.6K +2,160 +4%
CCM
340
Chilton Capital Management
Texas
$704K +$15.8K +1,332 +2%
CFA
341
Carroll Financial Associates
North Carolina
$693K +$568 +48 +0.1%
JFGLC
342
Johnson Financial Group LLC (Colorado)
Colorado
$693K +$7.81K +660 +1%
SFSIG
343
San Francisco Sentry Investment Group
California
$691K – – –
CWP
344
Capital Wealth Planning
Florida
$680K +$54.9K +4,584 +9%
HI
345
Hendershot Investments
Virginia
$676K +$25.9K +2,190 +4%
SCP
346
Shorepoint Capital Partners
Massachusetts
$661K -$31.2K -2,634 -5%
SAM
347
Smithbridge Asset Management
Pennsylvania
$655K +$23.3K +1,968 +4%
OCM
348
One Capital Management
California
$645K +$26.9K +2,274 +4%
CA
349
Callahan Advisors
Texas
$624K -$7.1K -600 -1%
VWA
350
V Wealth Advisors
Kansas
$616K +$18K +1,524 +3%
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