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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.

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
1
Milliman Financial Risk Management
Illinois
$861M
2
UBS Group
2
UBS Group
Switzerland
$326M
3
Goldman Sachs
3
Goldman Sachs
New York
$38M
4
Mariner
4
Mariner
Kansas
$22.7M
5
FSA
5
Financial Services Advisory
Maryland
$17.5M

Top Sellers

1
ACA
1
Ackerman Capital Advisors
Texas
$3.81M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$30.9M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$678M
5
PCA
5
Personal Capital Advisors
California
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Accredited Investors
Minnesota
$32.2M -$1.2M -105,810 -4%
OAJ
27
Ogorek Anthony Joseph
New York
$31.4M +$578K +50,946 +2%
FPCG
28
Fort Pitt Capital Group
Pennsylvania
$30.9M -$48.4M -4,263,150 -61%
AP
29
Agilis Partners
Massachusetts
$30M +$2.89M +254,796 +11%
SFS
30
Summit Financial Strategies
Ohio
$29.9M +$1.02M +90,204 +4%
A
31
AdvicePeriod
California
$29.4M +$3.33M +293,634 +13%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$29.2M -$2.25M -198,174 -7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$28.1M +$251K +22,116 +0.9%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$28.1M +$16.1M +1,418,430 +134%
PRS
35
Pinkerton Retirement Specialists
Idaho
$27.6M +$9.58M +844,872 +53%
SFC
36
SYM Financial Corp
Indiana
$27.3M – – –
VNA
37
Valley National Advisers
Pennsylvania
$26.7M +$5.7M +502,920 +27%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.1M -$3.77M -332,166 -13%
TWM
39
Tanglewood Wealth Management
Texas
$26.1M +$5.63M +496,122 +28%
FFN
40
Focus Financial Network
Minnesota
$25.2M +$25.2M +2,225,094 New
HCM
41
Hengehold Capital Management
Ohio
$24.5M +$1.83M +161,274 +8%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$24.3M +$1.69M +148,638 +7%
OIA
43
OneDigital Investment Advisors
Kansas
$24.2M +$1.83M +161,238 +8%
CCA
44
Cobblestone Capital Advisors
New York
$23.7M +$5.11M +450,210 +27%
SFG
45
SNS Financial Group
Minnesota
$22.8M +$1.45M +127,752 +7%
Mariner
46
Mariner
Kansas
$22.7M +$20.9M +1,841,310 +1,150%
AAIM
47
Asset Advisors Investment Management
Georgia
$20.3M +$416K +36,690 +2%
HWA
48
HHM Wealth Advisors
Tennessee
$20.2M +$703K +61,944 +4%
PA
49
Planning Alternatives
Michigan
$19.3M -$11M -970,572 -36%
FNC
50
First National Corp
Massachusetts
$19.3M +$679K +59,838 +4%
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