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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
1
Gainplan
Michigan
$43.9M
2
Bank of America
2
Bank of America
North Carolina
$111M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$772M
4
Jane Street
4
Jane Street
New York
$23.8M
5
WPW
5
Waldron Private Wealth
Pennsylvania
$13.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.7M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$787M
4
FMP
4
Financial Management Professionals
Texas
$10K
5
BAM
5
Berkshire Asset Management
Pennsylvania
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
351
Chesley Taft & Associates
Illinois
$614K +$75K +6,330 +14%
WAM
352
Weatherly Asset Management
California
$606K -$22.7K -1,920 -4%
FM
353
Foster & Motley
Ohio
$605K +$605K +51,072 New
PI
354
Pachira Investments
California
$604K +$7.52K +636 +1%
GG
355
Gofen & Glossberg
Illinois
$596K +$6.53K +552 +1%
EFSCE
356
Enterprise Financial Services Corp (EFSC)
Missouri
$592K -$142 -12 -0%
JIP
357
Jaffetilchin Investment Partners
Florida
$582K +$5.26K +444 +0.9%
GI
358
GS Investments
Minnesota
$578K +$77.1K +6,516 +15%
ZIC
359
ZWJ Investment Counsel
Georgia
$575K +$121K +10,200 +27%
HCIA
360
Hochman Cole Investment Advisors
Illinois
$565K -$27.5K -2,328 -5%
VCM
361
Vigilant Capital Management
Maine
$564K -$95.9K -8,094 -15%
S
362
SignatureFD
Georgia
$549K -$28.4K -2,400 -5%
LAIC
363
Lederer & Associates Investment Counsel
California
$547K -$50.7K -4,284 -8%
CAG
364
Crestwood Advisors Group
Massachusetts
$541K +$21.2K +1,794 +4%
LWMT
365
Legacy Wealth Management (Tennessee)
Tennessee
$540K +$49.9K +4,218 +10%
CBA
366
Coastal Bridge Advisors
Connecticut
$521K – – –
ATC
367
Argent Trust Co
Tennessee
$515K – – –
CWM
368
Cranbrook Wealth Management
Michigan
$500K – – –
IFS
369
Ifrah Financial Services
Arkansas
$499K -$2.7K -228 -0.5%
CIC
370
Carnegie Investment Counsel
Ohio
$498K +$25.8K +2,178 +5%
WCM
371
WealthBridge Capital Management
Ohio
$494K +$14.3K +1,206 +3%
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$493K -$69.3K -5,850 -12%
MIA
373
MainStreet Investment Advisors
Illinois
$492K -$69.1K -5,850 -12%
CAN
374
Cetera Advisor Networks
California
$476K +$58.9K +4,968 +14%
JC
375
Jacobs & Co
California
$473K +$22.9K +1,932 +5%
13 14
15
16 17