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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 %
Brown Advisory
26
Brown Advisory
Maryland
$35.7M 506,005 -19,883 -4%
KFA
27
Kays Financial Advisory
Georgia
$34.8M 492,784 +18,018 +4%
A
28
AdvicePeriod
California
$33M 467,284 +35,326 +8%
AI
29
Accredited Investors
Minnesota
$32.8M 465,174 -8,360 -2%
SFS
30
Summit Financial Strategies
Ohio
$32.6M 462,239 +23,502 +5%
JIP
31
JBJ Investment Partners
South Carolina
$32.4M 459,216 -56,779 -11%
NSAM
32
North Star Asset Management
Wisconsin
$32.2M 457,049 -76,378 -14%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$32M 453,263 +40,715 +10%
OAJ
34
Ogorek Anthony Joseph
New York
$31.4M 445,495 -15,308 -3%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$30.9M 437,926 +8,893 +2%
FPCG
36
Fort Pitt Capital Group
Pennsylvania
$30.1M 426,067 -27,351 -6%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$28.4M 401,213 -11,069 -3%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.3M 401,570 +18,060 +5%
SFC
39
SYM Financial Corp
Indiana
$28.3M 400,827 – –
PRS
40
Pinkerton Retirement Specialists
Idaho
$28.2M 400,529 -5,663 -1%
VNA
41
Valley National Advisers
Pennsylvania
$27.8M 393,835 +1,327 +0.3%
FFN
42
Focus Financial Network
Minnesota
$26.2M 369,708 -1,141 -0.3%
SFG
43
SNS Financial Group
Minnesota
$24.8M 351,457 +16,051 +5%
CCA
44
Cobblestone Capital Advisors
New York
$23.7M 335,788 -12,390 -4%
HighTower Advisors
45
HighTower Advisors
Illinois
$22.5M 319,704 +48,605 +18%
AAIM
46
Asset Advisors Investment Management
Georgia
$22.2M 314,577 +16,977 +6%
TWM
47
Tanglewood Wealth Management
Texas
$22.1M 312,924 -70,242 -18%
HWA
48
HHM Wealth Advisors
Tennessee
$21.6M 306,272 +9,143 +3%
GAM
49
Gemmer Asset Management
California
$21.4M 303,133 +23,503 +8%
PIMG
50
Patriot Investment Management Group
Tennessee
$20.9M 296,312 +17,403 +6%
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