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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.

New
Increased
Maintained
Reduced
Closed
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 %
CF
476
Centaurus Financial
California
$347K -$4.62K -360 -1%
SWPG
477
Strategic Wealth Partners Group
Illinois
$342K +$342K +26,694 New
MWM
478
Mission Wealth Management
California
$342K +$342K +26,718 New
PFA
479
Pinnacle Family Advisors
Missouri
$341K +$39.1K +3,048 +13%
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
$340K -$3.84K -300 -1%
PWM
481
Perigon Wealth Management
California
$334K +$40.7K +3,162 +14%
AFP
482
Ausdal Financial Partners
Iowa
$333K +$18K +1,386 +6%
AWA
483
Arkadios Wealth Advisors
Georgia
$321K +$321K +23,934 New
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$321K +$3.46K +270 +1%
QCMNJ
485
Quantum Capital Management (New Jersey)
New Jersey
$319K -$34.7K -2,712 -10%
PFS
486
Prospera Financial Services
Texas
$316K +$6.47K +504 +2%
VCWA
487
Vanguard Capital Wealth Advisors
Colorado
$312K -$28.8K -2,256 -8%
GRP
488
Global Retirement Partners
California
$311K +$3.92K +306 +1%
LW
489
Linscomb Wealth
Texas
$302K +$31K +2,412 +11%
AMIM
490
Aull & Monroe Investment Management
Alabama
$300K – – –
CG
491
Caprock Group
Idaho
$299K -$47.4K -3,696 -14%
EAM
492
Evanson Asset Management
California
$298K -$12.7K -990 -4%
KBFS
493
Kohmann Bosshard Financial Services
Ohio
$298K – – –
MAM
494
Mastrapasqua Asset Management
Tennessee
$297K +$5.39K +420 +2%
PCM
495
Pennsylvania Capital Management
Pennsylvania
$297K +$297K +23,154 New
TFS
496
TrustCore Financial Services
Tennessee
$290K +$5.39K +420 +2%
SFG
497
StrategIQ Financial Group
Indiana
$287K -$11.6K -906 -4%
LL
498
LPWM LLC
Minnesota
$286K +$286K +22,308 New
RPA
499
Rock Point Advisors
Vermont
$285K – – –
JC
500
Jacobs & Co
California
$284K -$228K -17,796 -45%
18 19
20
21 22