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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.

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
1
Betterment LLC
New York
$405M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$69.8M
3
PPA
3
Parametric Portfolio Associates
Washington
$48.7M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$81.6M
5
PCA
5
Personal Capital Advisors
California
$24.8M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$549M
2
TIM
2
Total Investment Management
Arizona
$419K
3
CAI
3
Capital Advisors Inc
Oklahoma
$13.7M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$75M
5
PA
5
Planning Alternatives
Michigan
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
26
North Star Asset Management
Wisconsin
$27.3M +$606K +60,666 +2%
OAJ
27
Ogorek Anthony Joseph
New York
$27.1M +$2.32M +232,212 +9%
PA
28
Planning Alternatives
Michigan
$26.7M -$9.98M -999,024 -27%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.3M +$3.94M +394,116 +18%
KFA
30
Kays Financial Advisory
Georgia
$25.9M +$2.16M +216,552 +9%
SFS
31
Summit Financial Strategies
Ohio
$25.4M +$1.77M +176,970 +7%
PCA
32
Personal Capital Advisors
California
$24.8M +$24.2M +2,419,230 +3,801%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$24.5M +$783K +78,366 +3%
SFC
34
SYM Financial Corp
Indiana
$24M – – –
AP
35
Agilis Partners
Massachusetts
$23.8M -$3.52M -352,812 -13%
A
36
AdvicePeriod
California
$23M +$11.5M +1,148,190 +100%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$20M +$3.08M +307,866 +18%
HCM
38
Hengehold Capital Management
Ohio
$19.9M +$7.31M +731,364 +58%
OIA
39
OneDigital Investment Advisors
Kansas
$19.7M +$17.9M +1,789,872 +962%
SFG
40
SNS Financial Group
Minnesota
$18.8M -$703K -70,332 -4%
VNA
41
Valley National Advisers
Pennsylvania
$18.5M +$16.2M +1,625,016 +716%
TWM
42
Tanglewood Wealth Management
Texas
$18M +$17.5M +1,755,876 +3,736%
BL
43
BCWM LLC
Kansas
$17.5M +$17.5M +175,158 New
AAIM
44
Asset Advisors Investment Management
Georgia
$17.5M -$157K -15,720 -0.9%
HWA
45
HHM Wealth Advisors
Tennessee
$17.2M +$17.2M +1,720,830 New
SA
46
Strategic Advisors
New York
$17.1M -$1.32M -132,282 -7%
CCA
47
Cobblestone Capital Advisors
New York
$16.4M +$2.76M +275,928 +20%
FNC
48
First National Corp
Massachusetts
$16.4M +$16.4M +1,637,958 New
LPL Financial
49
LPL Financial
California
$16.4M +$2.86M +286,716 +21%
HighTower Advisors
50
HighTower Advisors
Illinois
$16.1M +$1.43M +143,772 +10%
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