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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.

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
1
UBS Group
Switzerland
$526M
2
TIM
2
Total Investment Management
Arizona
$55.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$747M
4
CAI
4
Capital Advisors Inc
Oklahoma
$60.5M
5
Betterment LLC
5
Betterment LLC
New York
$505M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$1.46M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$845M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.29M
4
OIA
4
OneDigital Investment Advisors
Kansas
$7.34M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$558K – – –
MIA
352
MainStreet Investment Advisors
Illinois
$558K +$558K +47,496 New
EWM
353
Edge Wealth Management
New York
$540K -$2.11K -180 -0.4%
CTA
354
Chesley Taft & Associates
Illinois
$535K +$9.88K +840 +2%
CBA
355
Coastal Bridge Advisors
Connecticut
$518K – – –
CAG
356
Crestwood Advisors Group
Massachusetts
$516K +$13.6K +1,158 +3%
ATC
357
Argent Trust Co
Tennessee
$512K – – –
HWA
358
Heritage Wealth Advisors
Virginia
$506K +$506K +43,086 New
PAA
359
Peregrine Asset Advisers
Oregon
$505K -$36.1K -3,072 -7%
IFS
360
Ifrah Financial Services
Arkansas
$499K +$1.84K +156 +0.4%
GI
361
GS Investments
Minnesota
$498K +$45.1K +3,834 +10%
CWM
362
Cranbrook Wealth Management
Michigan
$496K – – –
PP
363
Pegasus Partners
Wisconsin
$488K – – –
LWMT
364
Legacy Wealth Management (Tennessee)
Tennessee
$487K -$13.1K -1,116 -3%
Stifel Financial
365
Stifel Financial
Missouri
$475K -$44.8K -3,792 -9%
CIC
366
Carnegie Investment Counsel
Ohio
$469K -$29.6K -2,520 -6%
SCA
367
Stonebridge Capital Advisors
Minnesota
$455K – – –
SSI
368
Scott & Selber Inc
Texas
$451K -$356K -30,300 -44%
ZIC
369
ZWJ Investment Counsel
Georgia
$451K +$84.4K +7,188 +23%
JC
370
Jacobs & Co
California
$447K +$55.8K +4,752 +14%
SBSB
371
Sullivan, Bruyette, Speros & Blaney
Virginia
$446K -$14.6K -1,242 -3%
BFC
372
Bedel Financial Consulting
Indiana
$444K – – –
STMM
373
South Texas Money Management
Texas
$443K +$127K +10,818 +40%
SHA
374
Seneca House Advisors
Virginia
$434K +$27.3K +2,292 +7%
GC
375
Garde Capital
Washington
$425K +$24.7K +2,100 +6%
13 14
15
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