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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.

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

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
$3.81M
2
PPA
Parametric Portfolio Associates
Washington
$0
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$30.9M
4
Wealthfront Advisers
Wealthfront Advisers
California
$678M
5
PCA
Personal Capital Advisors
California
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
476
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$109K +$8.92K +786 +9%
WAM
477
Wealthspire Advisors (Maryland)
Maryland
$108K +$2.17K +192 +2%
LFG
478
Larson Financial Group
Missouri
$105K +$2.11K +186 +2%
AWM
479
AllSquare Wealth Management
New York
$103K -$11.5K -1,008 -10%
RFA
480
Reilly Financial Advisors
California
$98K -$72.6K -6,396 -43%
CIAS
481
Capital Investment Advisory Services
North Carolina
$90K – – –
CFG
482
Citizens Financial Group
Rhode Island
$89K +$89K +7,878 New
JWM
483
Janiczek Wealth Management
Colorado
$85K +$1.43K +126 +2%
BAMG
484
Brand Asset Management Group
Missouri
$80K +$5.24K +462 +7%
OAM
485
Oppenheimer Asset Management
New York
$80K +$6.2K +546 +8%
CIM
486
Cambria Investment Management
California
$78K +$78K +6,870 New
JPMorgan Chase & Co
487
JPMorgan Chase & Co
New York
$77K +$67.6K +6,000 +719%
CCM
488
Covington Capital Management
California
$76K -$29.8K -2,628 -28%
BAM
489
Barrett Asset Management
New York
$72K – – –
LB
490
Legacy Bridge
Iowa
$70K – – –
QAM
491
QCI Asset Management
New York
$70K – – –
PGWM
492
Parisi Gray Wealth Management
New Jersey
$69K -$5.06K -444 -7%
PFBT
493
Parkside Financial Bank & Trust
Missouri
$67K +$43.3K +3,798 +183%
TL
494
TrueWealth LLC
Georgia
$62K +$68 +6 +0.1%
PMFA
495
Plante Moran Financial Advisors
Michigan
$61K – – –
PCFFS
496
Pacific Center for Financial Services
California
$60K +$6.03K +528 +11%
LWANC
497
Laurel Wealth Advisors (North Carolina)
North Carolina
$58K +$5.64K +498 +11%
NC
498
NewSquare Capital
Pennsylvania
$56K +$13.6K +1,200 +32%
SSB
499
Sandy Spring Bank
Maryland
$54K – – –
WWM
500
Willingdon Wealth Management
North Carolina
$54K – – –
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