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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
1
Golden State Wealth Management
California
$59.1M
2
Wells Fargo
2
Wells Fargo
California
$37.3M
3
PCA
3
Personal Capital Advisors
California
$21.1M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$851M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$45.3M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$739M
2
Betterment LLC
2
Betterment LLC
New York
$501M
3
Bank of America
3
Bank of America
North Carolina
$93.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$46.2M
5
Jane Street
5
Jane Street
New York
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
426
Townsend Asset Management
North Carolina
$538K +$538K +41,994 New
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$534K – – –
HIM
428
Hanlon Investment Management
New Jersey
$534K +$236K +18,438 +79%
MIA
429
MainStreet Investment Advisors
Illinois
$533K – – –
IFS
430
Ifrah Financial Services
Arkansas
$515K -$25.5K -1,992 -5%
PPA
431
Parametric Portfolio Associates
Washington
$513K -$452K -35,274 -47%
PG
432
Prostatis Group
Maryland
$508K +$508K +39,654 New
SCA
433
Stonebridge Capital Advisors
Minnesota
$496K – – –
SBSB
434
Sullivan, Bruyette, Speros & Blaney
Virginia
$496K +$9.31K +726 +2%
RCA
435
Rowland Carmichael Advisors
Arizona
$494K +$77 +6 +0%
FNBT
436
FineMark National Bank & Trust
Florida
$482K +$4.54K +354 +1%
FCIM
437
Fairview Capital Investment Management
California
$480K +$23.8K +1,860 +5%
SHA
438
Seneca House Advisors
Virginia
$472K -$23.7K -1,854 -5%
SSI
439
Scott & Selber Inc
Texas
$470K -$22.4K -1,746 -5%
BPM
440
Bowling Portfolio Management
Ohio
$461K +$93K +7,254 +25%
Stifel Financial
441
Stifel Financial
Missouri
$460K +$53.6K +4,182 +13%
BFC
442
Bedel Financial Consulting
Indiana
$455K +$17.8K +1,386 +4%
CCM
443
Carlson Capital Management
Minnesota
$452K +$155K +12,084 +52%
DACG
444
Donor Advised Charitable Giving
California
$448K – – –
Goldman Sachs
445
Goldman Sachs
New York
$435K -$2.06M -160,398 -83%
NFG
446
Noven Financial Group
Colorado
$435K +$5.84K +456 +1%
WWM
447
Windsor Wealth Management
Indiana
$431K +$6.53K +510 +2%
CFIA
448
Cantor Fitzgerald Investment Advisors
New York
$424K -$28.3K -2,208 -6%
GWM
449
Greenwich Wealth Management
Connecticut
$423K – – –
GC
450
Garde Capital
Washington
$416K -$31.4K -2,448 -7%
16 17
18
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