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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
$405M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$69.8M
3
PPA
Parametric Portfolio Associates
Washington
$48.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$81.6M
5
PCA
Personal Capital Advisors
California
$24.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$549M
2
TIM
Total Investment Management
Arizona
$419K
3
CAI
Capital Advisors Inc
Oklahoma
$13.7M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$75M
5
PA
Planning Alternatives
Michigan
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
376
Summit Asset Management
Tennessee
$311K +$60 +6 +0%
SAM
377
Smithbridge Asset Management
Pennsylvania
$308K +$66.4K +6,654 +27%
S
378
SignatureFD
Georgia
$304K -$5.87K -588 -2%
NEGWA
379
New England Guild Wealth Advisors
Connecticut
$300K +$120 +12 +0%
ACP
380
Aviance Capital Partners
Florida
$299K -$60 -6 -0%
SHA
381
Seneca House Advisors
Virginia
$299K +$65.9K +6,606 +28%
AIM
382
Aspen Investment Management
Michigan
$298K -$48.1K -4,806 -14%
RWA
383
River Wealth Advisors
Pennsylvania
$296K – – –
ARMC
384
American Research & Management Company
Massachusetts
$291K +$60 +6 +0%
CFIA
385
Cantor Fitzgerald Investment Advisors
New York
$290K +$290K +28,986 New
SWM
386
Stockman Wealth Management
Montana
$286K +$59.3K +5,934 +26%
STMM
387
South Texas Money Management
Texas
$279K -$472K -47,154 -63%
QCMNJ
388
Quantum Capital Management (New Jersey)
New Jersey
$278K -$25.4K -2,538 -8%
AWA
389
Arete Wealth Advisors
Illinois
$273K – – –
WWM
390
Windsor Wealth Management
Indiana
$273K +$273K +27,366 New
OIA
391
Optimum Investment Advisors
Illinois
$272K – – –
PA
392
Paracle Advisors
Washington
$272K +$36.6K +3,666 +16%
CG
393
Caprock Group
Idaho
$268K +$268K +26,838 New
KBFS
394
Kohmann Bosshard Financial Services
Ohio
$267K – – –
MCM
395
Maxim Capital Management
California
$266K +$266K +26,634 New
PFA
396
Pinnacle Family Advisors
Missouri
$260K -$41.8K -4,182 -14%
LA
397
Leonetti & Associates
Illinois
$259K – – –
FNBT
398
FineMark National Bank & Trust
Florida
$255K +$69.4K +6,936 +37%
TW
399
Transform Wealth
Colorado
$253K – – –
AAS
400
Annex Advisory Services
Wisconsin
$253K +$5.94K +594 +2%
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16
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