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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.

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

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$549M
2
TIM
Total Investment Management
Arizona
$419K
3
CAI
Capital Advisors Inc
Oklahoma
$13.7M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$75M
5
PA
Planning Alternatives
Michigan
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
476
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K +$46K +4,626 New
EWM
477
Elmwood Wealth Management
California
$45K – – –
UBS AM
478
UBS AM
Illinois
$43.2K -$59K -5,904 -58%
US Bancorp
479
US Bancorp
Minnesota
$42K +$6K +600 +17%
GWS
480
Glassman Wealth Services
Virginia
$37K +$9.1K +900 +33%
NC
481
NewSquare Capital
Pennsylvania
$37K +$37K +3,750 New
MM
482
Main Management
California
$35K +$35K +3,534 New
LWM
483
Liberty Wealth Management
California
$34K +$34K +3,408 New
MCM
484
MV Capital Management
Maryland
$32K – – –
KL
485
KWMG LLC
Kansas
$29K +$301 +30 +1%
HR
486
Howe & Rusling
New York
$29K +$25.7K +2,556 +789%
PO
487
Private Ocean
California
$28K +$237 +24 +0.9%
BCA
488
Berman Capital Advisors
Georgia
$26K +$26K +2,640 New
TVWM
489
Tower View Wealth Management
Wisconsin
$25K +$237 +24 +1%
RCG
490
Ruggie Capital Group
Florida
$24K +$24K +2,412 New
AIM
491
Advantage Investment Management
Iowa
$21K – – –
PFBT
492
Parkside Financial Bank & Trust
Missouri
$21K – – –
MFW
493
Mosaic Family Wealth
Missouri
$19K -$468 -48 -2%
YWP
494
YorkBridge Wealth Partners
New York
$19K – – –
GWM
495
Geneos Wealth Management
Colorado
$19K – – –
ESB
496
Essex Savings Bank
Connecticut
$17K +$17K +1,728 New
TCM
497
Tradewinds Capital Management
Washington
$15K – – –
SWA
498
Sutton Wealth Advisors
Florida
$14.6K – – –
APA
499
American Portfolios Advisors
New York
$12.9K -$2.97M -297,654 -100%
MCM
500
Manchester Capital Management
Vermont
$12K -$3.59K -330 -23%
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