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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.

New
Increased
Maintained
Reduced
Closed
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 %
TIM
376
Tortoise Investment Management
New York
$423K -$36.7K -3,120 -8%
FCIM
377
Fairview Capital Investment Management
California
$415K +$3.53K +300 +0.9%
CAN
378
Cetera Advisor Networks
California
$414K +$98.5K +8,364 +31%
DACG
379
Donor Advised Charitable Giving
California
$411K -$32.8K -2,790 -7%
AWM
380
AE Wealth Management
Kansas
$410K -$418K -35,598 -50%
WCM
381
WealthBridge Capital Management
Ohio
$405K -$55.5K -5,550 -12%
Renaissance Technologies
382
Renaissance Technologies
New York
$395K +$395K +33,600 New
FNBT
383
FineMark National Bank & Trust
Florida
$393K +$44.7K +3,798 +13%
WWM
384
Windsor Wealth Management
Indiana
$391K +$18.2K +1,536 +5%
CA
385
Cetera Advisors
Colorado
$390K +$40.9K +3,480 +12%
HCM
386
Hollencrest Capital Management
California
$388K -$10.9K -930 -3%
GWM
387
Greenwich Wealth Management
Connecticut
$388K – – –
NEGWA
388
New England Guild Wealth Advisors
Connecticut
$386K +$33.1K +2,814 +9%
CFA
389
Cahill Financial Advisors
Minnesota
$377K -$50.8K -4,314 -12%
BWA
390
BlueSky Wealth Advisors
North Carolina
$373K -$51.1K -4,344 -12%
ACM
391
Armbruster Capital Management
New York
$369K -$174K -14,766 -32%
SAM
392
Summit Asset Management
Tennessee
$363K – – –
SSWM
393
Smith Salley Wealth Management
North Carolina
$360K +$360K +30,636 New
RWA
394
River Wealth Advisors
Pennsylvania
$358K +$49.8K +4,230 +16%
RWM
395
Ritholtz Wealth Management
New York
$357K -$59.3K -5,046 -14%
CFIA
396
Cantor Fitzgerald Investment Advisors
New York
$357K -$1.27K -108 -0.4%
CIBC Private Wealth Group
397
CIBC Private Wealth Group
Georgia
$355K -$2.87M -244,188 -89%
NFG
398
Next Financial Group
Texas
$352K +$352K +29,928 New
CF
399
Centaurus Financial
California
$352K +$352K +29,934 New
NFG
400
Noven Financial Group
Colorado
$347K +$124K +10,560 +56%
14 15
16
17 18