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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
+$214M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$49.2M
3
PPA
Parametric Portfolio Associates
Washington
+$48.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$32.5M
5
PCA
Personal Capital Advisors
California
+$24.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$245M
2
TIM
Total Investment Management
Arizona
-$52.9M
3
CAI
Capital Advisors Inc
Oklahoma
-$34.6M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$10.6M
5
PA
Planning Alternatives
Michigan
-$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
401
Cetera Advisor Networks
California
$247K +$54.9K +5,466 +29%
SFG
402
StrategIQ Financial Group
Indiana
$243K -$61.7K -6,174 -20%
HWA
403
Heritage Way Advisors
Illinois
$243K – – –
DAM
404
Delta Asset Management
Tennessee
$240K – – –
AMIM
405
Aull & Monroe Investment Management
Alabama
$240K +$2.4K +240 +1%
BCM
406
Bowie Capital Management
Texas
$240K +$240K +24,000 New
SIM
407
Sonora Investment Management
Arizona
$235K – – –
MAS
408
Managed Account Services
Florida
$234K +$234K +21,870 New
VCWA
409
Vanguard Capital Wealth Advisors
Colorado
$231K -$176K -17,658 -43%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$231K +$1.26K +126 +0.5%
NFG
411
Next Financial Group
Texas
$230K +$230K +23,016 New
CA
412
Cetera Advisors
Colorado
$226K +$2.79K +282 +1%
EAM
413
Evanson Asset Management
California
$222K – – –
APP
414
Avantax Planning Partners
Iowa
$221K +$3.3K +330 +2%
HFS
415
HL Financial Services
Kentucky
$221K +$221K +22,080 New
AWM
416
Avior Wealth Management
Nebraska
$220K +$656 +66 +0.3%
SMFS
417
Squar Milner Financial Services
California
$219K -$2.22K -222 -1%
SG
418
Somerset Group
Minnesota
$218K -$25.7K -2,574 -11%
GRP
419
Global Retirement Partners
California
$218K +$4.91K +492 +2%
DADC
420
D.A. Davidson & Co
Montana
$213K – – –
WP
421
WealthSource Partners
California
$213K +$213K +21,306 New
Thrivent Financial for Lutherans
422
Thrivent Financial for Lutherans
Minnesota
$212K – – –
PWM
423
Perigon Wealth Management
California
$211K -$526K -49,272 -71%
CCM
424
Carlson Capital Management
Minnesota
$211K -$9.51K -954 -4%
GC
425
Grimes & Company
Massachusetts
$211K +$120 +12 +0.1%
15 16
17
18 19