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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 %
ACA
501
Aptus Capital Advisors
Alabama
$145K 2,045 +2,045 New
DAM
502
Delta Asset Management
Tennessee
$142K 2,001 – –
TWA
503
TCI Wealth Advisors
Arizona
$139K 1,952 – –
AIM
504
Anchor Investment Management
South Carolina
$134K 1,889 +117 +7%
FCA
505
FinTrust Capital Advisors
South Carolina
$131K 1,849 -224 -11%
UBS AM
506
UBS AM
Illinois
$126K 1,780 – –
JWM
507
Janiczek Wealth Management
Colorado
$125K 1,765 -49 -3%
HGWM
508
Harvest Group Wealth Management
Massachusetts
$125K 1,754 +883 +101%
SIM
509
Sonora Investment Management
Arizona
$120K 1,692 – –
RWA
510
Ropes Wealth Advisors
Massachusetts
$118K 1,661 – –
DOA
511
D'Orazio & Associates
Virginia
$118K 1,663 – –
AIM
512
Acropolis Investment Management
Missouri
$116K 1,632 +5 +0.3%
SIAP
513
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$114K 1,601 – –
US Bancorp
514
US Bancorp
Minnesota
$108K 1,528 +51 +3%
BFO
515
Biltmore Family Office
North Carolina
$107K 1,500 – –
CIAS
516
Capital Investment Advisory Services
North Carolina
$94K 1,320 – –
CFG
517
Citizens Financial Group
Rhode Island
$94K 1,318 +1,318 New
BAMG
518
Brand Asset Management Group
Missouri
$92K 1,300 -1 -0.1%
LWM
519
Lenox Wealth Management
Ohio
$86K 1,218 +368 +43%
OAM
520
Oppenheimer Asset Management
New York
$83K 1,175 – –
PFSC
521
Peoples Financial Services Corp
Pennsylvania
$82K 1,150 – –
CCM
522
Covington Capital Management
California
$79K 1,116 – –
BAM
523
Barrett Asset Management
New York
$76K 1,065 – –
MM
524
Main Management
California
$75K 1,050 +88 +9%
LB
525
Legacy Bridge
Iowa
$73K 1,025 – –
19 20
21
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