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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 %
BWA
476
Burt Wealth Advisors
Maryland
$196K 2,784 – –
FRA
477
Front Row Advisors
California
$193K 2,720 +30 +1%
HI
478
Human Investing
Oregon
$193K 2,731 +112 +4%
MA
479
MUFG Americas
New York
$189K 2,673 +1,002 +60%
Bank of Montreal
480
Bank of Montreal
Ontario, Canada
$188K 2,658 +373 +16%
TRCT
481
Tower Research Capital (TRC)
New York
$170K 2,417 +2,417 New
CAL
482
Capital Analysts LLC
Pennsylvania
$165K 2,337 +456 +24%
AWM
483
Apollon Wealth Management
South Carolina
$160K 2,275 -753 -25%
VFA
484
Valeo Financial Advisors
Indiana
$159K 2,250 +105 +5%
IRC
485
Investors Research Corp
Georgia
$149K 2,112 +2 +0.1%
FCA
486
FinTrust Capital Advisors
South Carolina
$146K 2,073 – –
GWA
487
Guidant Wealth Advisors
Illinois
$145K 2,058 – –
DAM
488
Delta Asset Management
Tennessee
$141K 2,001 -500 -20%
TWA
489
TCI Wealth Advisors
Arizona
$138K 1,952 -44 -2%
Simplex Trading
490
Simplex Trading
Illinois
$134K 1,911 -387 -17%
JWM
491
Janiczek Wealth Management
Colorado
$128K 1,814 +569 +46%
UBS AM
492
UBS AM
Illinois
$126K 1,780 +1,059 +147%
AIM
493
Anchor Investment Management
South Carolina
$125K 1,772 +85 +5%
SIM
494
Sonora Investment Management
Arizona
$119K 1,692 -1,117 -40%
EI
495
Ellevest Inc
New York
$118K 1,680 – –
DOA
496
D'Orazio & Associates
Virginia
$117K 1,663 – –
RWA
497
Ropes Wealth Advisors
Massachusetts
$117K 1,661 – –
LFG
498
Larson Financial Group
Missouri
$116K 1,648 +106 +7%
AIM
499
Acropolis Investment Management
Missouri
$115K 1,627 – –
SIAP
500
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K 1,601 – –
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