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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 %
CAC
501
Certified Advisory Corp
Florida
$52K -$29.4K -2,580 -36%
EWM
502
Elmwood Wealth Management
California
$51K – – –
MM
503
Main Management
California
$50K +$9.55K +834 +24%
UBS AM
504
UBS AM
Illinois
$49.1K – – –
ESB
505
Essex Savings Bank
Connecticut
$49K +$29.4K +2,598 +150%
WC
506
Whitnell & Co
Illinois
$47K +$38.8K +3,414 +470%
FGAM
507
Financial Gravity Asset Management
Texas
$45K +$45K +3,882 New
LWM
508
Liberty Wealth Management
California
$38K – – –
AA
509
Advisory Alpha
Michigan
$36.6K +$36.6K +3,180 New
MCM
510
MV Capital Management
Maryland
$36K – – –
WP
511
WealthShield Partners
North Carolina
$34K +$34K +3,012 New
KL
512
KWMG LLC
Kansas
$33K +$204 +18 +0.6%
CG
513
Cutler Group
California
$33K +$19.8K +1,794 +150%
PO
514
Private Ocean
California
$32K +$202 +18 +0.6%
GWS
515
Glassman Wealth Services
Virginia
$31K -$10.1K -900 -25%
BCA
516
Berman Capital Advisors
Georgia
$30K +$203 +18 +0.7%
TVWM
517
Tower View Wealth Management
Wisconsin
$29K +$137 +12 +0.5%
YWP
518
YorkBridge Wealth Partners
New York
$24K +$1.67K +144 +7%
MFW
519
Mosaic Family Wealth
Missouri
$22K – – –
FHA
520
Flagship Harbor Advisors
Massachusetts
$21K -$56.2K -5,010 -73%
US Bancorp
521
US Bancorp
Minnesota
$21K -$28K -2,400 -57%
AIM
522
Advantage Investment Management
Iowa
$21K – – –
SWA
523
Sutton Wealth Advisors
Florida
$20.7K +$4.08K +360 +25%
GWM
524
Geneos Wealth Management
Colorado
$20K -$912 -84 -4%
PG
525
Proffitt & Goodson
Tennessee
$20K +$6.74K +588 +51%
19 20
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