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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 %
Bank of New York Mellon
351
Bank of New York Mellon
New York
$498K -$181K -16,008 -27%
VWA
352
V Wealth Advisors
Kansas
$498K +$118K +10,116 +31%
GCA
353
Genesee Capital Advisors
New York
$497K +$497K +43,848 New
ATC
354
Argent Trust Co
Tennessee
$494K – – –
Stifel Financial
355
Stifel Financial
Missouri
$494K +$494K +44,040 New
CAG
356
Crestwood Advisors Group
Massachusetts
$485K +$113K +9,954 +30%
LWMT
357
Legacy Wealth Management (Tennessee)
Tennessee
$483K -$6.61M -582,366 -93%
CIC
358
Carnegie Investment Counsel
Ohio
$481K -$69.9K -6,162 -13%
CWM
359
Cranbrook Wealth Management
Michigan
$479K -$217K -19,152 -31%
IFS
360
Ifrah Financial Services
Arkansas
$479K +$25.8K +2,280 +6%
PP
361
Pegasus Partners
Wisconsin
$471K – – –
TIM
362
Tortoise Investment Management
New York
$444K -$51.6K -4,542 -10%
SBSB
363
Sullivan, Bruyette, Speros & Blaney
Virginia
$444K +$8.98K +792 +2%
ECA
364
Elevated Capital Advisors
Utah
$443K +$443K +40,908 New
NDSI
365
Newman Dignan & Sheerar Inc
Rhode Island
$440K -$3.94M -346,698 -90%
SCA
366
Stonebridge Capital Advisors
Minnesota
$439K -$271K -23,904 -38%
GI
367
GS Investments
Minnesota
$437K +$32.7K +2,886 +8%
BFC
368
Bedel Financial Consulting
Indiana
$429K +$341 +30 +0.1%
DACG
369
Donor Advised Charitable Giving
California
$428K -$6.26K -552 -1%
BWA
370
BlueSky Wealth Advisors
North Carolina
$415K -$13.7K -1,194 -3%
CFA
371
Cahill Financial Advisors
Minnesota
$413K -$431K -37,938 -51%
RWM
372
Ritholtz Wealth Management
New York
$402K +$18.7K +1,650 +5%
SFS
373
Sowell Financial Services
Arkansas
$401K -$74.1K -6,540 -16%
FCIM
374
Fairview Capital Investment Management
California
$397K +$30.6K +2,700 +8%
SHA
375
Seneca House Advisors
Virginia
$387K +$47K +4,140 +14%
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