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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
$405M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$69.8M
3
PPA
Parametric Portfolio Associates
Washington
$48.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$81.6M
5
PCA
Personal Capital Advisors
California
$24.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$549M
2
TIM
Total Investment Management
Arizona
$419K
3
CAI
Capital Advisors Inc
Oklahoma
$13.7M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$75M
5
PA
Planning Alternatives
Michigan
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
426
Rock Point Advisors
Vermont
$211K +$11K +1,104 +6%
Bank of Montreal
427
Bank of Montreal
Ontario, Canada
$207K +$15.8K +1,584 +8%
FIM
428
Frontier Investment Management
Texas
$206K -$383K -38,454 -65%
PP
429
Palladium Partners
Virginia
$205K – – –
WA
430
Wealth Architects
California
$204K +$780 +78 +0.4%
CC
431
Cadinha & Co
Hawaii
$203K +$23.6K +2,370 +13%
APSP
432
Asset Planning Services (Pennsylvania)
Pennsylvania
$176K +$539 +54 +0.3%
MFT
433
Moisand Fitzgerald Tamayo
Florida
$175K +$7.55K +756 +5%
Citigroup
434
Citigroup
New York
$173K +$1.2K +120 +0.7%
BWA
435
Burt Wealth Advisors
Maryland
$167K – – –
WAP
436
Wealthcare Advisory Partners
Pennsylvania
$163K +$123K +12,264 +306%
FRA
437
Front Row Advisors
California
$161K – – –
HI
438
Human Investing
Oregon
$159K +$159K +15,912 New
PA
439
Parallel Advisors
California
$158K -$30.9K -3,114 -16%
RFA
440
Reilly Financial Advisors
California
$150K +$93.4K +9,360 +165%
FCA
441
FinTrust Capital Advisors
South Carolina
$128K +$128K +12,822 New
VFA
442
Valeo Financial Advisors
Indiana
$122K -$34.7K -3,462 -22%
AWM
443
AllSquare Wealth Management
New York
$101K – – –
EI
444
Ellevest Inc
New York
$101K +$101K +10,080 New
MA
445
MUFG Americas
New York
$100K – – –
RWA
446
Ropes Wealth Advisors
Massachusetts
$100K – – –
DOA
447
D'Orazio & Associates
Virginia
$100K +$14.7K +1,470 +17%
AIM
448
Anchor Investment Management
South Carolina
$96.6K – – –
RFC
449
Regions Financial Corp
Alabama
$96K – – –
WAM
450
Wealthspire Advisors (Maryland)
Maryland
$94K +$482 +48 +0.5%
16 17
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