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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

558 hedge funds and large institutions have $5.64B invested in Schwab US Broad Market ETF in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+21
Holders Change %
+3.91%
% of All Funds
12.1%
Holding in Top 10
95
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.95%
% of All Funds
2.06%
New
64
Increased
269
Reduced
166
Closed
32
Calls
$1.42M
Puts
$612K
Net Calls
+$808K
Net Calls Change
-$488K

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$238M
2
UBS Group
UBS Group
Switzerland
+$215M
3
Goldman Sachs
Goldman Sachs
New York
+$21.9M
4
Mariner
Mariner
Kansas
+$20.9M
5
FSA
Financial Services Advisory
Maryland
+$17.5M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
-$241M
2
PPA
Parametric Portfolio Associates
Washington
-$48.7M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
-$48.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$28.1M
5
PCA
Personal Capital Advisors
California
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
401
Caprock Group
Idaho
$305K +$952 +84 +0.3%
MAS
402
Managed Account Services
Florida
$305K +$50.4K +4,332 +20%
KBFS
403
Kohmann Bosshard Financial Services
Ohio
$304K – – –
CAN
404
Cetera Advisor Networks
California
$304K +$25K +2,208 +9%
APA
405
American Portfolios Advisors
New York
$301K +$286K +25,242 +1,957%
RWA
406
River Wealth Advisors
Pennsylvania
$297K -$38.7K -3,414 -12%
SG
407
Somerset Group
Minnesota
$297K +$49.7K +4,386 +20%
FF
408
Friedenthal Financial
New Jersey
$284K +$284K +25,074 New
SFA
409
Sequoia Financial Advisors
Ohio
$282K +$282K +24,864 New
SFG
410
StrategIQ Financial Group
Indiana
$280K +$3.95K +348 +1%
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$277K +$14.7K +1,296 +6%
MCM
412
Maxim Capital Management
California
$275K -$27.6K -2,430 -9%
PWM
413
Perigon Wealth Management
California
$273K +$41.4K +3,528 +18%
TSWM
414
Triangle Securities Wealth Management
North Carolina
$272K +$272K +23,988 New
TW
415
Transform Wealth
Colorado
$269K -$18K -1,584 -6%
AMIM
416
Aull & Monroe Investment Management
Alabama
$266K -$6.81K -600 -2%
AIM
417
Aspen Investment Management
Michigan
$261K -$76.9K -6,780 -23%
VCWA
418
Vanguard Capital Wealth Advisors
Colorado
$261K -$1.29K -114 -0.5%
GRP
419
Global Retirement Partners
California
$261K +$13.4K +1,182 +5%
MAM
420
Mastrapasqua Asset Management
Tennessee
$259K +$259K +22,806 New
HWA
421
Heritage Way Advisors
Illinois
$253K -$22.1K -1,950 -8%
EAM
422
Evanson Asset Management
California
$252K – – –
APP
423
Avantax Planning Partners
Iowa
$252K +$818 +72 +0.3%
CC
424
Cadinha & Co
Hawaii
$251K +$19.9K +1,758 +9%
FAIM
425
Financial Advocates Investment Management
Washington
$251K +$251K +22,086 New
15 16
17
18 19