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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 %
IFS
351
Ifrah Financial Services
Arkansas
$399K -$51.7K -5,178 -11%
BWA
352
BlueSky Wealth Advisors
North Carolina
$393K +$7.09K +672 +2%
SS
353
Simplicity Solutions
Minnesota
$386K -$2.06M -205,590 -84%
SBSB
354
Sullivan, Bruyette, Speros & Blaney
Virginia
$383K -$26.2K -2,628 -6%
DACG
355
Donor Advised Charitable Giving
California
$383K +$383K +38,322 New
TWA
356
TCI Wealth Advisors
Arizona
$380K +$92.2K +9,240 +32%
BFC
357
Bedel Financial Consulting
Indiana
$377K -$3.71K -372 -1%
PAG
358
Private Advisor Group
New Jersey
$368K -$2.98M -298,608 -89%
GI
359
GS Investments
Minnesota
$356K +$87.3K +8,736 +33%
AWM
360
AE Wealth Management
Kansas
$353K +$353K +35,298 New
PI
361
Pathlight Investors
Arizona
$352K +$352K +33,996 New
DLCIG
362
D.L. Carlson Investment Group
New Hampshire
$352K +$352K +35,226 New
RWM
363
Ritholtz Wealth Management
New York
$337K -$958 -96 -0.3%
VWA
364
V Wealth Advisors
Kansas
$335K +$867 +84 +0.3%
GC
365
Garde Capital
Washington
$331K +$6.96K +696 +2%
GWM
366
Greenwich Wealth Management
Connecticut
$330K – – –
CCM
367
Chilton Capital Management
Texas
$330K +$69.7K +6,990 +27%
BPM
368
Bowling Portfolio Management
Ohio
$329K +$329K +32,952 New
CAG
369
Crestwood Advisors Group
Massachusetts
$328K -$55.5K -5,556 -14%
LNC
370
Lincoln National Corp
Pennsylvania
$326K +$326K +32,610 New
SB
371
Suntrust Banks
Georgia
$325K +$1.74K +174 +0.5%
William Blair & Company
372
William Blair & Company
Illinois
$323K +$14.5K +1,452 +5%
FCIM
373
Fairview Capital Investment Management
California
$322K +$60.7K +6,090 +23%
LWAC
374
Laurel Wealth Advisors (California)
California
$321K +$113K +11,370 +55%
JC
375
Jacobs & Co
California
$317K +$27.5K +2,760 +10%
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