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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 %
CFA
376
Carroll Financial Associates
North Carolina
$815K +$64.9K +5,064 +9%
JWM
377
JFG Wealth Management
Colorado
$811K -$31.6K -2,466 -4%
CWP
378
Capital Wealth Planning
Florida
$810K +$82.4K +6,438 +11%
IWM
379
IHT Wealth Management
Illinois
$803K +$803K +62,682 New
PP
380
Pegasus Partners
Wisconsin
$801K – – –
HI
381
Hendershot Investments
Virginia
$796K +$64.7K +5,052 +9%
SMC
382
Smith, Moore & Co
Missouri
$779K – – –
HA
383
Harborview Advisors
Maine
$771K +$4.46K +348 +0.6%
CCM
384
Chilton Capital Management
Texas
$766K +$4.15K +324 +0.5%
RI
385
Ridgewood Investments
New Jersey
$750K -$146K -11,400 -16%
MPM
386
Meritage Portfolio Management
Kansas
$749K +$461K +35,940 +160%
SFSIG
387
San Francisco Sentry Investment Group
California
$748K +$77 +6 +0%
TCM
388
Twele Capital Management
Minnesota
$737K -$55.6K -4,338 -7%
SCP
389
Shorepoint Capital Partners
Massachusetts
$733K +$16.8K +1,314 +2%
CTA
390
Chesley Taft & Associates
Illinois
$720K +$56.1K +4,380 +8%
SW
391
SVB Wealth
Massachusetts
$696K +$696K +54,324 New
GP
392
Greenline Partners
New York
$696K +$696K +54,330 New
EGWAG
393
Elwood & Goetz Wealth Advisory Group
Georgia
$690K -$321K -25,014 -32%
WAM
394
Weatherly Asset Management
California
$666K +$9.99K +780 +2%
FM
395
Foster & Motley
Ohio
$658K +$3.54K +276 +0.5%
FWM
396
Frontier Wealth Management
Missouri
$649K -$131K -10,248 -17%
GG
397
Gofen & Glossberg
Illinois
$640K -$5.15K -402 -0.8%
PI
398
Pachira Investments
California
$639K -$15.2K -1,188 -2%
NRI
399
NFP Retirement Inc
California
$637K +$637K +49,848 New
CA
400
Cetera Advisors
Colorado
$636K +$222K +17,346 +53%
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