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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
$861M
2
UBS Group
UBS Group
Switzerland
$326M
3
Goldman Sachs
Goldman Sachs
New York
$38M
4
Mariner
Mariner
Kansas
$22.7M
5
FSA
Financial Services Advisory
Maryland
$17.5M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
$3.81M
2
PPA
Parametric Portfolio Associates
Washington
$0
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$30.9M
4
Wealthfront Advisers
Wealthfront Advisers
California
$678M
5
PCA
Personal Capital Advisors
California
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
426
Squar Milner Financial Services
California
$248K – – –
FIM
427
Frontier Investment Management
Texas
$246K +$11.8K +1,038 +5%
CCM
428
Carlson Capital Management
Minnesota
$242K +$1.57K +138 +0.7%
RCAG
429
Rehmann Capital Advisory Group
Michigan
$241K +$241K +21,204 New
GC
430
Grimes & Company
Massachusetts
$240K +$136 +12 +0.1%
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$240K +$55.8K +4,932 +30%
RPA
432
Rock Point Advisors
Vermont
$239K -$204 -18 -0.1%
AWM
433
Avior Wealth Management
Nebraska
$237K -$13.8K -1,218 -6%
WA
434
Wealth Architects
California
$232K +$748 +66 +0.3%
MFT
435
Moisand Fitzgerald Tamayo
Florida
$232K +$33.4K +2,946 +17%
CA
436
Cortland Associates
Missouri
$232K +$232K +20,490 New
WSTAM
437
Wilbanks Smith & Thomas Asset Management
Virginia
$225K -$326K -28,686 -59%
RAG
438
Roof Advisory Group
Pennsylvania
$220K -$3.54M -311,970 -94%
PWMAG
439
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$220K +19,380 New
HIC
440
Hartline Investment Corp
Illinois
$216K +$216K +19,086 New
AAS
441
Annex Advisory Services
Wisconsin
$215K -$72K -6,348 -25%
NFG
442
Noven Financial Group
Colorado
$215K +$215K +18,966 New
PWM
443
Paulson Wealth Management
Illinois
$212K +$212K +18,708 New
MCM
444
Mengis Capital Management
Oregon
$210K +$210K +18,516 New
ECM
445
Evergreen Capital Management
Washington
$208K +$208K +18,300 New
AWM
446
Apollon Wealth Management
South Carolina
$206K -$5.35M -472,068 -96%
CAMG
447
CWA Asset Management Group
Florida
$206K +$206K +18,120 New
CCP
448
Clarkston Capital Partners
Michigan
$206K +$206K +18,186 New
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$204K -$1.02K -90 -0.5%
TFS
450
TrustCore Financial Services
Tennessee
$203K +$203K +17,868 New
16 17
18
19 20