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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 %
JIP
401
Jaffetilchin Investment Partners
Florida
$633K +$3.84K +300 +0.6%
BWM
402
BCS Wealth Management
Tennessee
$629K +$629K +49,104 New
CAG
403
Crestwood Advisors Group
Massachusetts
$622K +$36.1K +2,820 +6%
CAN
404
Cetera Advisor Networks
California
$619K +$104K +8,094 +20%
TRCT
405
Tower Research Capital (TRC)
New York
$617K -$4.89M -381,696 -89%
VWA
406
V Wealth Advisors
Kansas
$616K – – –
LWMT
407
Legacy Wealth Management (Tennessee)
Tennessee
$614K +$29.2K +2,280 +5%
HCIA
408
Hochman Cole Investment Advisors
Illinois
$613K +$769 +60 +0.1%
CL
409
Cabana LLC
Arkansas
$605K -$575K -44,874 -49%
CP
410
Corbenic Partners
Pennsylvania
$592K +$592K +46,188 New
OCM
411
One Capital Management
California
$590K -$109K -8,472 -16%
CIC
412
Carnegie Investment Counsel
Ohio
$587K +$48.1K +3,756 +9%
S
413
SignatureFD
Georgia
$585K -$9.46K -738 -2%
VCM
414
Vigilant Capital Management
Maine
$574K -$36.1K -2,814 -6%
CBA
415
Coastal Bridge Advisors
Connecticut
$564K – – –
CAM
416
Cresset Asset Management
Illinois
$564K +$564K +43,998 New
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$562K -$79.9K -6,228 -12%
VDI
418
Vaughan David Investments
Illinois
$561K +$82K +6,402 +17%
ECG
419
EPIQ Capital Group
California
$559K +$559K +43,668 New
Susquehanna International Group
420
Susquehanna International Group
Pennsylvania
$554K -$2.5M -194,718 -82%
PRWA
421
Platte River Wealth Advisors
Colorado
$545K +$545K +42,564 New
WCM
422
WealthBridge Capital Management
Ohio
$544K +$9.76K +762 +2%
AC
423
AlphaCore Capital
California
$543K +$543K +42,378 New
ATC
424
Argent Trust Co
Tennessee
$541K -$16.7K -1,302 -3%
CWM
425
Cranbrook Wealth Management
Michigan
$541K – – –
15 16
17
18 19