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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 %
APSP
451
Asset Planning Services (Pennsylvania)
Pennsylvania
$201K +$545 +48 +0.3%
SCM
452
Schnieders Capital Management
California
$200K +$200K +17,658 New
Citigroup
453
Citigroup
New York
$199K +$2.45K +216 +1%
SIM
454
Sonora Investment Management
Arizona
$191K -$75.9K -6,696 -28%
BWA
455
Burt Wealth Advisors
Maryland
$189K – – –
FRA
456
Front Row Advisors
California
$183K – – –
HI
457
Human Investing
Oregon
$178K -$2.24K -198 -1%
DAM
458
Delta Asset Management
Tennessee
$170K -$102K -9,000 -37%
Simplex Trading
459
Simplex Trading
Illinois
$156K +$97.2K +8,592 +165%
Bank of Montreal
460
Bank of Montreal
Ontario, Canada
$155K -$79.1K -6,996 -34%
VFA
461
Valeo Financial Advisors
Indiana
$146K +$7.9K +696 +6%
IRC
462
Investors Research Corp
Georgia
$144K +$144K +12,660 New
PFP
463
Pinnacle Financial Partners
Tennessee
$143K +$143K +12,588 New
FCA
464
FinTrust Capital Advisors
South Carolina
$141K -$4.35K -384 -3%
GWA
465
Guidant Wealth Advisors
Illinois
$140K +$140K +12,348 New
TWA
466
TCI Wealth Advisors
Arizona
$136K -$297K -26,112 -69%
CAL
467
Capital Analysts LLC
Pennsylvania
$128K +$128K +11,286 New
AIM
468
Anchor Investment Management
South Carolina
$115K +$5.1K +450 +5%
EI
469
Ellevest Inc
New York
$114K – – –
MA
470
MUFG Americas
New York
$114K – – –
RWA
471
Ropes Wealth Advisors
Massachusetts
$113K – – –
DOA
472
D'Orazio & Associates
Virginia
$113K – – –
PNC Financial Services Group
473
PNC Financial Services Group
Pennsylvania
$113K +$10.2K +900 +10%
AIM
474
Acropolis Investment Management
Missouri
$111K +$111K +9,762 New
RFC
475
Regions Financial Corp
Alabama
$109K – – –
17 18
19
20 21