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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 %
Cerity Partners
451
Cerity Partners
New York
$253K 3,573 +741 +26%
LW
452
Linscomb Wealth
Texas
$250K 3,520 +29 +0.8%
TW
453
Transform Wealth
Colorado
$249K 3,509 -414 -11%
BCM
454
Bowie Capital Management
Texas
$249K 3,500 – –
WSTAM
455
Wilbanks Smith & Thomas Asset Management
Virginia
$245K 3,450 -454 -12%
WA
456
Wealth Architects
California
$244K 3,433 +14 +0.4%
HWA
457
Heritage Way Advisors
Illinois
$242K 3,414 -163 -5%
PWMAG
458
Pinnacle Wealth Management Advisory Group
New Jersey
$242K 3,405 +175 +5%
OWM
459
Orgel Wealth Management
Wisconsin
$242K 3,409 +3,409 New
PP
460
Palladium Partners
Virginia
$240K 3,415 -16,251 -83%
OIA
461
Optimum Investment Advisors
Illinois
$240K 3,380 -1,152 -25%
MFT
462
Moisand Fitzgerald Tamayo
Florida
$239K 3,359 -69 -2%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$233K 3,284 +1 +0%
HNB
464
Huntington National Bank
Ohio
– – – –
PWM
465
Paulson Wealth Management
Illinois
$230K 3,242 +111 +4%
EWA
466
EP Wealth Advisors
California
$230K 3,241 +3,241 New
MCM
467
Mengis Capital Management
Oregon
$229K 3,238 +44 +1%
WP
468
WealthSource Partners
California
$224K 3,155 -907 -22%
PSF
469
Pacific Sun Financial
California
$224K 3,160 – –
VFA
470
Valeo Financial Advisors
Indiana
$222K 3,127 +877 +39%
AllianceBernstein
471
AllianceBernstein
Tennessee
$221K 3,118 +3,118 New
ECM
472
Evergreen Capital Management
Washington
$217K 3,050 – –
COI
473
Capital One Investing
Virginia
$216K 3,050 -1,590 -34%
HIC
474
Hartline Investment Corp
Illinois
$215K 3,031 – –
CAMG
475
CWA Asset Management Group
Florida
$214K 3,031 +11 +0.4%
17 18
19
20 21