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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 %
Brown Advisory
26
Brown Advisory
Maryland
$36.7M 516,788 +10,783 +2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$36.2M 509,926 -12,609 -2%
KFA
28
Kays Financial Advisory
Georgia
$35.2M 496,115 +3,331 +0.7%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$35.1M 494,723 +93,510 +23%
FPCG
30
Fort Pitt Capital Group
Pennsylvania
$34.5M 466,183 +40,116 +9%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.4M 483,860 +82,290 +20%
JIP
32
JBJ Investment Partners
South Carolina
$33.8M 475,700 +16,484 +4%
SFS
33
Summit Financial Strategies
Ohio
$33.4M 470,085 +7,846 +2%
A
34
AdvicePeriod
California
$33.3M 469,142 +1,858 +0.4%
NSAM
35
North Star Asset Management
Wisconsin
$32.7M 460,938 +3,889 +0.9%
OAJ
36
Ogorek Anthony Joseph
New York
$32.1M 451,677 +6,182 +1%
AI
37
Accredited Investors
Minnesota
$31.9M 449,793 -15,381 -3%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$31.1M 437,276 -650 -0.1%
SFC
39
SYM Financial Corp
Indiana
$28.5M 400,827 – –
PRS
40
Pinkerton Retirement Specialists
Idaho
$28.3M 398,119 -2,410 -0.6%
AAIM
41
Asset Advisors Investment Management
Georgia
$27.9M 393,106 +78,529 +25%
VNA
42
Valley National Advisers
Pennsylvania
$27.4M 385,986 -7,849 -2%
FFN
43
Focus Financial Network
Minnesota
$27.2M 382,350 +12,642 +3%
SFG
44
SNS Financial Group
Minnesota
$24.9M 349,996 -1,461 -0.4%
CCA
45
Cobblestone Capital Advisors
New York
$24.5M 345,015 +9,227 +3%
Jane Street
46
Jane Street
New York
$23.8M 335,251 +222,460 +197%
TWM
47
Tanglewood Wealth Management
Texas
$23.3M 328,209 +15,285 +5%
HighTower Advisors
48
HighTower Advisors
Illinois
$23M 324,263 +4,559 +1%
GAM
49
Gemmer Asset Management
California
$22.3M 314,557 +11,424 +4%
PIMG
50
Patriot Investment Management Group
Tennessee
$22.1M 315,305 +18,993 +6%
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