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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 %
PG
501
Proffitt & Goodson
Tennessee
$12K – – –
TCOV
502
Trust Company of Vermont
Vermont
$12K – – –
WA
503
WBH Advisory
Maryland
$11.4K +$1.06K +106,416 +10%
JGIA
504
Jackson Grant Investment Advisers
Connecticut
$11K +$116 +12 +1%
CG
505
Cutler Group
California
$11K +$11K +1,200 New
Deutsche Bank
506
Deutsche Bank
Germany
$11K +$11K +1,200 New
MG
507
MilWealth Group
Wisconsin
$10.8K +$10.8K +1,086 New
PG
508
Patten Group
Tennessee
$10K -$7.19K -690 -42%
POIA
509
Pin Oak Investment Advisors
Texas
$10K +$291 +30 +3%
FC
510
Ferris Capital
Massachusetts
$9K -$2.85K -300 -24%
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$9K – – –
QI
512
QS Investors
New York
$9K – – –
AIA
513
Armor Investment Advisors
North Carolina
$9K – – –
JPMorgan Chase & Co
514
JPMorgan Chase & Co
New York
$8K – – –
GI
515
Gradient Investments
Minnesota
$8K – – –
SF
516
Synovus Financial
Georgia
$7K – – –
LGWM
517
Litman Gregory Wealth Management
California
$7K – – –
WC
518
Whitnell & Co
Illinois
$7K – – –
FGC
519
Financial Gravity Companies
Texas
$7K +$7K +678 New
JCM
520
Jacobi Capital Management
Pennsylvania
$6K – – –
SEI Investments
521
SEI Investments
Pennsylvania
$5K -$1.61K -216 -24%
JA
522
JOYN Advisors
Georgia
$4K – – –
CFA
523
Carroll Financial Associates
North Carolina
$4K – – –
AAP
524
Arax Advisory Partners
Colorado
$4K +$525 +48 +15%
NDSI
525
Newman Dignan & Sheerar Inc
Rhode Island
$3.85K +$3.47K +346,974 +901%
19 20
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