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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PPA
401
Parametric Portfolio Associates
Washington
$347K 4,919 +4,919 New
ODIJL
402
One Day In July LLC
Vermont
$344K 4,883 +4,883 New
ARMC
403
American Research & Management Company
Massachusetts
$342K 4,853 – –
SB
404
Suntrust Banks
Georgia
$340K 4,828 -796 -14%
Bank of New York Mellon
405
Bank of New York Mellon
New York
$336K 4,758 -2,566 -35%
QCMNJ
406
Quantum Capital Management (New Jersey)
New Jersey
$334K 4,740 +44 +0.9%
CAM
407
Cresset Asset Management
Illinois
$331K 4,674 +4,674 New
AAS
408
Avantax Advisory Services
Texas
$329K 4,666 -5,869 -56%
ACP
409
Aviance Capital Partners
Florida
$328K 4,655 – –
APA
410
American Portfolios Advisors
New York
$327K 4,637 +215 +5%
COI
411
Capital One Investing
Virginia
$327K 4,640 +4,640 New
CW
412
CreativeOne Wealth
Kansas
$324K 4,588 -2,763 -38%
SG
413
Somerset Group
Minnesota
$322K 4,565 +195 +4%
OIA
414
Optimum Investment Advisors
Illinois
$320K 4,532 – –
CG
415
Caprock Group
Idaho
$318K 4,487 – –
MAS
416
Managed Account Services
Florida
$317K 4,422 +55 +1%
DLCIG
417
D.L. Carlson Investment Group
New Hampshire
$315K 4,470 -308 -6%
CL
418
Cabana LLC
Arkansas
$309K 4,467 +4,467 New
PFA
419
Pinnacle Family Advisors
Missouri
$307K 4,355 -301 -6%
RFA
420
Reilly Financial Advisors
California
$304K 4,315 +2,876 +200%
RP
421
Rice Partnership
Hawaii
$300K 4,254 +4,254 New
CB
422
CNB Bank
Pennsylvania
$291K 4,123 +4,123 New
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$288K 4,089 +23 +0.6%
WP
424
WealthSource Partners
California
$286K 4,062 +4,062 New
AIM
425
Aspen Investment Management
Michigan
$284K 4,024 +187 +5%
15 16
17
18 19