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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 %
SAM
326
S.A. Mason
Michigan
$1.23M +$1.23M +95,802 New
EWM
327
Empirical Wealth Management
Washington
$1.21M -$96.1K -7,500 -7%
FWM
328
Filbrandt Wealth Management
Wisconsin
$1.21M +$1.21M +94,260 New
SWM
329
SVA Wealth Management
Wisconsin
$1.19M -$81K -6,324 -6%
WWM
330
Western Wealth Management
Colorado
$1.18M +$76.9K +6,006 +7%
FWP
331
FAS Wealth Partners
Kansas
$1.17M +$79.4K +6,192 +7%
DP
332
Denver PWM
Colorado
$1.17M -$176K -13,650 -13%
TYCC
333
Texas Yale Capital Corp
Florida
$1.15M +$461 +36 +0%
SIAS
334
Shine Investment Advisory Services
Colorado
$1.15M -$56.3K -4,398 -5%
PIM
335
Penobscot Investment Management
Massachusetts
$1.14M -$146K -11,400 -11%
PA
336
Pinnacle Associates
New York
$1.13M -$78K -6,084 -6%
AA
337
Ancora Advisors
Ohio
$1.11M -$14.3K -1,116 -1%
BL
338
BFSG LLC
California
$1.11M +$1.11M +86,406 New
CONA
339
Capital One National Association
New York
$1.1M +$1.1M +86,130 New
LWAC
340
Laurel Wealth Advisors (California)
California
$1.09M -$260K -20,304 -19%
RBFC
341
Roman Butler Fullerton & Co
Missouri
$1.08M -$223K -17,400 -17%
DAS
342
Dynamic Advisor Solutions
Arizona
$1.07M -$49.2K -3,840 -4%
NHC
343
Nicholas Hoffman & Company
Georgia
$1.05M +$154 +12 +0%
NCM
344
Northwest Capital Management
Oregon
$1.04M – – –
ZIC
345
ZWJ Investment Counsel
Georgia
$1.04M +$419K +32,730 +67%
IC
346
InterOcean Capital
Illinois
$1.04M +$81.2K +6,336 +8%
VWA
347
VERITY Wealth Advisors
United States
$1.04M – – –
IAP
348
Indie Asset Partners
Indiana
$1.03M +$1.03M +79,980 New
PA
349
Perennial Advisors
New York
$1.01M -$59.8K -4,668 -6%
RM
350
Resource Management
Louisiana
$996K +$461 +36 +0%
12 13
14
15 16