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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 %
BCM
451
Bowie Capital Management
Texas
$247K 3,500 +3,500 New
LW
452
Linscomb Wealth
Texas
$246K 3,491 +3,491 New
AWM
453
Avior Wealth Management
Nebraska
$245K 3,480 -4 -0.1%
BPM
454
Bowling Portfolio Management
Ohio
$242K 3,430 -4,582 -57%
MFT
455
Moisand Fitzgerald Tamayo
Florida
$242K 3,428 +16 +0.5%
CA
456
Cortland Associates
Missouri
$241K 3,415 – –
WA
457
Wealth Architects
California
$241K 3,419 +7 +0.2%
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$232K 3,283 -251 -7%
PWMAG
459
Pinnacle Wealth Management Advisory Group
New Jersey
$228K 3,230 – –
PWM
460
Paulson Wealth Management
Illinois
$226K 3,131 +13 +0.4%
MCM
461
Mengis Capital Management
Oregon
$225K 3,194 +108 +3%
PSF
462
Pacific Sun Financial
California
$223K 3,160 +3,160 New
ECM
463
Evergreen Capital Management
Washington
$215K 3,050 – –
HIC
464
Hartline Investment Corp
Illinois
$214K 3,031 -150 -5%
CAMG
465
CWA Asset Management Group
Florida
$213K 3,020 – –
Baird Financial Group
466
Baird Financial Group
Wisconsin
$212K 3,001 +3,001 New
APSP
467
Asset Planning Services (Pennsylvania)
Pennsylvania
$208K 2,949 – –
SCM
468
Schnieders Capital Management
California
$208K 2,943 – –
SFP
469
Shepherd Financial Partners
Massachusetts
$205K 2,901 +2,901 New
Citigroup
470
Citigroup
New York
$204K 2,892 -27 -0.9%
CL
471
CPWM LLC
Washington
$204K 2,897 +2,897 New
IWC
472
Integrated Wealth Concepts
Massachusetts
$203K 2,798 +2,798 New
PAM
473
Premier Asset Management
Illinois
$203K 2,885 +2,885 New
PFM
474
Parsec Financial Management
North Carolina
$201K 2,856 +2,856 New
Cerity Partners
475
Cerity Partners
New York
$200K 2,832 +2,832 New
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19
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