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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.

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 %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$42.2M +$941K +73,452 +2%
Brown Advisory
27
Brown Advisory
Maryland
$39.9M +$213K +16,614 +0.5%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39M +$1.81M +141,330 +5%
KFA
29
Kays Financial Advisory
Georgia
$38.8M +$686K +53,502 +2%
Wells Fargo
30
Wells Fargo
California
$37.3M +$20.1M +1,570,662 +117%
SFS
31
Summit Financial Strategies
Ohio
$37M +$863K +67,374 +2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$36.8M -$1.54M -119,184 -4%
A
33
AdvicePeriod
California
$36.7M +$669K +52,236 +2%
NSAM
34
North Star Asset Management
Wisconsin
$36.4M +$920K +71,814 +3%
AI
35
Accredited Investors
Minnesota
$36.3M +$1.69M +131,580 +5%
JIP
36
JBJ Investment Partners
South Carolina
$36.2M -$363K -28,338 -1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$36M -$3.28M -255,540 -8%
OAJ
38
Ogorek Anthony Joseph
New York
$35.5M +$813K +63,486 +2%
G
39
Gainplan
Michigan
$35.1M -$12.5M -972,306 -26%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$31.6M -$2.04M -158,922 -6%
AAIM
41
Asset Advisors Investment Management
Georgia
$30.9M +$174K +13,320 +0.6%
SFC
42
SYM Financial Corp
Indiana
$30.8M – – –
PRS
43
Pinkerton Retirement Specialists
Idaho
$30.5M -$111K -8,652 -0.4%
VNA
44
Valley National Advisers
Pennsylvania
$29.8M +$131K +10,194 +0.4%
SFG
45
SNS Financial Group
Minnesota
$27.8M +$936K +73,080 +3%
TWM
46
Tanglewood Wealth Management
Texas
$26.3M +$1.11M +86,532 +4%
CCA
47
Cobblestone Capital Advisors
New York
$26.1M -$441K -34,380 -2%
WWM
48
WT Wealth Management
Arizona
$25.7M +$2.8M +218,646 +12%
FFN
49
Focus Financial Network
Minnesota
$25.5M -$3.89M -303,576 -13%
HighTower Advisors
50
HighTower Advisors
Illinois
$25.3M +$344K +26,832 +1%
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