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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

589 hedge funds and large institutions have $5.91B invested in Schwab US Broad Market ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 268 increasing their positions, 192 reducing their positions, and 30 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
12.94%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.09%
New
37
Increased
268
Reduced
192
Closed
30
Calls
$3.61M
Puts
$354K
Net Calls
+$3.25M
Net Calls Change
+$802K

Top Buyers

1
G
1
Gainplan
Michigan
$43.9M
2
WWM
2
WT Wealth Management
Arizona
$21.2M
3
Bank of America
3
Bank of America
North Carolina
$111M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$772M
5
Jane Street
5
Jane Street
New York
$23.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.7M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$787M
4
FMP
4
Financial Management Professionals
Texas
$10K
5
BAM
5
Berkshire Asset Management
Pennsylvania
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
426
Reilly Financial Advisors
California
$306K 4,315 – –
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$294K 4,134 +45 +1%
CC
428
Cadinha & Co
Hawaii
$294K 4,142 +172 +4%
EAM
429
Evanson Asset Management
California
$287K 4,044 +344 +9%
AFP
430
Ausdal Financial Partners
Iowa
$287K 4,045 +4,045 New
AIM
431
Aspen Investment Management
Michigan
$286K 4,024 – –
PFS
432
Prospera Financial Services
Texas
$286K 4,021 +228 +6%
Fisher Asset Management
433
Fisher Asset Management
Washington
$286K 4,022 +4,022 New
GRP
434
Global Retirement Partners
California
$284K 3,995 +93 +2%
PFA
435
Pinnacle Family Advisors
Missouri
$279K 3,925 -430 -10%
APP
436
Avantax Planning Partners
Iowa
$279K 3,932 +210 +6%
AMIM
437
Aull & Monroe Investment Management
Alabama
$277K 3,906 – –
SFG
438
StrategIQ Financial Group
Indiana
$276K 3,882 -32 -0.8%
HIM
439
Hanlon Investment Management
New Jersey
$275K 3,877 -5,359 -58%
KBFS
440
Kohmann Bosshard Financial Services
Ohio
$275K 3,874 +1 +0%
CCM
441
Carlson Capital Management
Minnesota
$274K 3,862 +328 +9%
PWM
442
Perigon Wealth Management
California
$271K 3,797 +300 +9%
MAM
443
Mastrapasqua Asset Management
Tennessee
$269K 3,791 -10 -0.3%
MPM
444
Meritage Portfolio Management
Kansas
$266K 3,748 +3,748 New
RPA
445
Rock Point Advisors
Vermont
$264K 3,713 +28 +0.8%
AAS
446
Avantax Advisory Services
Texas
$263K 3,696 -970 -21%
TFS
447
TrustCore Financial Services
Tennessee
$263K 3,697 – –
NA
448
NewEdge Advisors
Louisiana
$261K 3,668 +3,668 New
MCM
449
Maxim Capital Management
California
$257K 3,613 -403 -10%
GC
450
Grimes & Company
Massachusetts
$254K 3,570 +1 +0%
16 17
18
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