SCHB icon

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 %
Baird Financial Group
476
Baird Financial Group
Wisconsin
$213K 3,001 – –
Thrivent Financial for Lutherans
477
Thrivent Financial for Lutherans
Minnesota
$211K 2,975 -916 -24%
APSP
478
Asset Planning Services (Pennsylvania)
Pennsylvania
$211K 2,964 +15 +0.5%
SCM
479
Schnieders Capital Management
California
$209K 2,943 – –
GLLW
480
Graves Light Lenhart Wealth
Virginia
$207K 2,854 +2,854 New
SFP
481
Shepherd Financial Partners
Massachusetts
$206K 2,900 -1 -0%
CL
482
CPWM LLC
Washington
$206K 2,897 – –
PAM
483
Premier Asset Management
Illinois
$205K 2,885 – –
HI
484
Human Investing
Oregon
$205K 2,881 +150 +5%
IWC
485
Integrated Wealth Concepts
Massachusetts
$201K 2,823 +25 +0.9%
BWA
486
Burt Wealth Advisors
Maryland
$198K 2,784 – –
Citigroup
487
Citigroup
New York
$196K 2,762 -130 -4%
CCP
488
Clarkston Capital Partners
Michigan
$196K 2,768 +2,768 New
FRA
489
Front Row Advisors
California
$193K 2,720 – –
MA
490
MUFG Americas
New York
$190K 2,673 – –
HWA
491
Heritage Wealth Advisors
Virginia
$184K 2,592 -4,589 -64%
LWM
492
Liberty Wealth Management
California
$178K 2,505 +1,937 +341%
CAL
493
Capital Analysts LLC
Pennsylvania
$177K 2,504 +167 +7%
AWM
494
Avior Wealth Management
Nebraska
$169K 2,383 -1,097 -32%
Bank of Montreal
495
Bank of Montreal
Ontario, Canada
$158K 2,228 -430 -16%
PK
496
Pflug Koory
Nebraska
$156K 2,203 +2,203 New
IRC
497
Investors Research Corp
Georgia
$150K 2,115 +3 +0.1%
Simplex Trading
498
Simplex Trading
Illinois
$150K 2,125 +214 +11%
LFG
499
Larson Financial Group
Missouri
$150K 2,110 +462 +28%
GWA
500
Guidant Wealth Advisors
Illinois
$147K 2,067 +9 +0.4%
18 19
20
21 22