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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
+$214M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$49.2M
3
PPA
Parametric Portfolio Associates
Washington
+$48.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$32.5M
5
PCA
Personal Capital Advisors
California
+$24.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$245M
2
TIM
Total Investment Management
Arizona
-$52.9M
3
CAI
Capital Advisors Inc
Oklahoma
-$34.6M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$10.6M
5
PA
Planning Alternatives
Michigan
-$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Covington Capital Management
California
$93K +$56.1K +5,628 +152%
PNC Financial Services Group
452
PNC Financial Services Group
Pennsylvania
$91K +$1.02K +102 +1%
LFG
453
Larson Financial Group
Missouri
$91K +$91K +9,066 New
SIAP
454
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K +$18K +1,800 +26%
CIAS
455
Capital Investment Advisory Services
North Carolina
$79K +$79K +7,920 New
CFA
456
Clarfeld Financial Advisors
New York
$78K +$78K +7,830 New
JWM
457
Janiczek Wealth Management
Colorado
$73K +$2.45K +246 +3%
CAC
458
Certified Advisory Corp
Florida
$71K +$119 +12 +0.2%
FTI
459
Fiduciary Trust International
Massachusetts
$71K +$71K +7,962 New
HNB
460
Huntington National Bank
Ohio
$70K – – –
FHA
461
Flagship Harbor Advisors
Massachusetts
$68K – – –
BAMG
462
Brand Asset Management Group
Missouri
$66K +$360 +36 +0.5%
CTB
463
Country Trust Bank
Illinois
$65K – – –
OAM
464
Oppenheimer Asset Management
New York
$65K +$65K +6,504 New
BAM
465
Barrett Asset Management
New York
$64K – – –
PGWM
466
Parisi Gray Wealth Management
New Jersey
$64K +$64K +6,498 New
QAM
467
QCI Asset Management
New York
$61K -$10.7K -1,074 -15%
LB
468
Legacy Bridge
Iowa
$61K +$61K +6,150 New
ACA
469
Ackerman Capital Advisors
Texas
$60K +$60K +21,574,800 New
TL
470
TrueWealth LLC
Georgia
$55K +$60 +6 +0.1%
PMFA
471
Plante Moran Financial Advisors
Michigan
$53K +$19.4K +1,956 +58%
Simplex Trading
472
Simplex Trading
Illinois
$51K +$51K +5,196 New
SSB
473
Sandy Spring Bank
Maryland
$48K – – –
WWM
474
Willingdon Wealth Management
North Carolina
$48K – – –
PCFFS
475
Pacific Center for Financial Services
California
$47K +$7.53K +756 +19%
17 18
19
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