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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 %
AWM
501
AllSquare Wealth Management
New York
$107K 1,510 – –
BFO
502
Biltmore Family Office
North Carolina
$106K 1,500 +1,500 New
US Bancorp
503
US Bancorp
Minnesota
$104K 1,477 +1,177 +392%
CIAS
504
Capital Investment Advisory Services
North Carolina
$94K 1,320 – –
BAMG
505
Brand Asset Management Group
Missouri
$92K 1,301 +125 +11%
SFG
506
SevenBridge Financial Group
Pennsylvania
$90K 1,280 +1,280 New
FGAM
507
Financial Gravity Asset Management
Texas
$87K 1,228 +581 +90%
OAM
508
Oppenheimer Asset Management
New York
$83K 1,175 – –
PFSC
509
Peoples Financial Services Corp
Pennsylvania
$81K 1,150 +1,150 New
CCM
510
Covington Capital Management
California
$79K 1,116 – –
BAM
511
Barrett Asset Management
New York
$75K 1,065 – –
LB
512
Legacy Bridge
Iowa
$72K 1,025 – –
QAM
513
QCI Asset Management
New York
$72K 1,025 – –
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$71K 1,000 +1,000 New
AAP
515
Arax Advisory Partners
Colorado
$70K 987 +987 New
TL
516
TrueWealth LLC
Georgia
$68K 969 +58 +6%
MM
517
Main Management
California
$68K 962 +234 +32%
PCFFS
518
Pacific Center for Financial Services
California
$67K 943 +68 +8%
MWM
519
Meridian Wealth Management
Kentucky
$66.4K 94,091 -337 -0.4%
ESB
520
Essex Savings Bank
Connecticut
$64K 909 +188 +26%
PMFA
521
Plante Moran Financial Advisors
Michigan
$63K 889 -2 -0.2%
LWANC
522
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K 872 +18 +2%
HGWM
523
Harvest Group Wealth Management
Massachusetts
$61K 871 +871 New
LWM
524
Lenox Wealth Management
Ohio
$60K 850 +761 +855%
NC
525
NewSquare Capital
Pennsylvania
$58K 825 – –
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