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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 %
AF
351
Allworth Financial
California
$978K +$39.3K +3,066 +4%
GLA
352
Good Life Advisors
Pennsylvania
$963K +$21K +1,644 +2%
EWM
353
Evermay Wealth Management
Virginia
$952K +$461 +36 +0%
AWA
354
Acorn Wealth Advisors
Michigan
$943K -$44.5K -3,462 -5%
VCM
355
Versant Capital Management
Arizona
$939K +$8.38K +654 +0.9%
DI
356
Diligent Investors
California
$937K -$25.5K -1,992 -3%
LAIC
357
Lederer & Associates Investment Counsel
California
$920K +$328K +25,632 +55%
FNBOMD
358
First National Bank of Mount Dora
Florida
$915K – – –
NNP
359
Nachman Norwood & Parrott
South Carolina
$905K -$10.3K -804 -1%
CNFG
360
Creegan & Nassoura Financial Group
New Hampshire
$905K +$905K +70,650 New
CI
361
CX Institutional
Indiana
$889K -$15.2K -1,188 -2%
PIP
362
Peachtree Investment Partners
Florida
$880K +$50.9K +3,978 +6%
CA
363
Callahan Advisors
Texas
$870K +$195K +15,186 +29%
SGCA
364
Steel Grove Capital Advisors
Tennessee
$869K +$615 +48 +0.1%
SAM
365
Smithbridge Asset Management
Pennsylvania
$857K +$148K +11,526 +21%
SCM
366
Seascape Capital Management
New Hampshire
$847K +$847K +66,072 New
MA
367
MCF Advisors
Kentucky
$846K -$11.5K -894 -1%
CPIG
368
Chicago Partners Investment Group
Illinois
$843K +$26.2K +1,986 +3%
PNC Financial Services Group
369
PNC Financial Services Group
Pennsylvania
$838K – – –
PWA
370
Physician Wealth Advisors
Utah
$829K -$229K -17,526 -22%
MSS
371
Mitchell Sinkler & Starr
Pennsylvania
$827K +$51.9K +4,050 +7%
AFAS
372
Acorn Financial Advisory Services
Virginia
$827K +$827K +64,590 New
FWM
373
Focused Wealth Management
New York
$826K -$178K -13,926 -18%
JFGLC
374
Johnson Financial Group LLC (Colorado)
Colorado
$825K +$73.9K +5,766 +10%
ODG
375
O'Dell Group
Ohio
$816K +$816K +63,672 New
13 14
15
16 17