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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 %
MCM
426
Maxim Capital Management
California
$283K 4,016 -18 -0.4%
PNC Financial Services Group
427
PNC Financial Services Group
Pennsylvania
$283K 4,010 +2,343 +141%
CC
428
Cadinha & Co
Hawaii
$280K 3,970 +282 +8%
CCM
429
Canal Capital Management
Virginia
$279K 3,960 +3,960 New
TW
430
Transform Wealth
Colorado
$277K 3,923 -29 -0.7%
SFG
431
StrategIQ Financial Group
Indiana
$276K 3,914 -194 -5%
HW
432
Hamilton Wealth
California
$276K 3,919 +3,919 New
AMIM
433
Aull & Monroe Investment Management
Alabama
$275K 3,906 – –
GRP
434
Global Retirement Partners
California
$275K 3,902 +63 +2%
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$275K 3,904 +603 +18%
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$274K 3,891 +891 +30%
KBFS
437
Kohmann Bosshard Financial Services
Ohio
$273K 3,873 -587 -13%
PFS
438
Prospera Financial Services
Texas
$271K 3,793 +3,793 New
MAM
439
Mastrapasqua Asset Management
Tennessee
$268K 3,801 – –
APP
440
Avantax Planning Partners
Iowa
$265K 3,722 +23 +0.6%
FIM
441
Frontier Investment Management
Texas
$263K 3,724 +106 +3%
EAM
442
Evanson Asset Management
California
$261K 3,700 – –
TFS
443
TrustCore Financial Services
Tennessee
$261K 3,697 +719 +24%
RPA
444
Rock Point Advisors
Vermont
$260K 3,685 +170 +5%
HWA
445
Heritage Way Advisors
Illinois
$252K 3,577 -147 -4%
GC
446
Grimes & Company
Massachusetts
$252K 3,569 +40 +1%
RCAG
447
Rehmann Capital Advisory Group
Michigan
$249K 3,534 – –
VCWA
448
Vanguard Capital Wealth Advisors
Colorado
$249K 3,531 -305 -8%
CCM
449
Carlson Capital Management
Minnesota
$249K 3,534 -17 -0.5%
PWM
450
Perigon Wealth Management
California
$247K 3,497 -385 -10%
16 17
18
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