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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 %
IF
451
IRON Financial
Illinois
$412K -$2.61K -204 -0.6%
ACM
452
Armbruster Capital Management
New York
$406K -$77 -6 -0%
SAM
453
Summit Asset Management
Tennessee
$396K +$77 +6 +0%
NA
454
NewEdge Advisors
Louisiana
$395K +$114K +8,892 +40%
SSWM
455
Smith Salley Wealth Management
North Carolina
$393K – – –
FIM
456
Frontier Investment Management
Texas
$392K -$54.6K -4,266 -12%
JIC
457
Joel Isaacson & Co
New York
$390K +$390K +30,420 New
NEGWA
458
New England Guild Wealth Advisors
Connecticut
$382K -$39.1K -3,048 -9%
NFG
459
Next Financial Group
Texas
$379K -$2.92K -228 -0.8%
CFA
460
Cahill Financial Advisors
Minnesota
$378K -$34.3K -2,676 -8%
RWA
461
River Wealth Advisors
Pennsylvania
$377K -$768 -60 -0.2%
HW
462
Hamilton Wealth
California
$377K +$28.2K +2,202 +8%
TI
463
Trexquant Investment
Connecticut
$377K +$377K +29,400 New
ODIJL
464
One Day In July LLC
Vermont
$375K – – –
RP
465
Rice Partnership
Hawaii
$366K -$10.4K -810 -3%
ARMC
466
American Research & Management Company
Massachusetts
$366K -$1.54K -120 -0.4%
Bank of New York Mellon
467
Bank of New York Mellon
New York
$364K +$19.9K +1,548 +6%
APP
468
Avantax Planning Partners
Iowa
$364K +$61.4K +4,788 +20%
RWM
469
Ritholtz Wealth Management
New York
$361K -$38.7K -3,024 -10%
ACP
470
Aviance Capital Partners
Florida
$358K – – –
EWM
471
Edge Wealth Management
New York
$357K -$77 -6 -0%
BWA
472
BlueSky Wealth Advisors
North Carolina
$355K -$79.9K -6,150 -18%
CFG
473
Capstone Financial Group
Oklahoma
$355K +$355K +27,678 New
HCM
474
Hollencrest Capital Management
California
$353K – – –
MAS
475
Managed Account Services
Florida
$349K – – –
17 18
19
20 21