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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 %
TFA
526
Toth Financial Advisory
Virginia
$3K -$1K -90 -25%
BIMC
527
Benson Investment Management Company
Virginia
$3K – – –
Rockefeller Capital Management
528
Rockefeller Capital Management
New York
$3K +$3K +288 New
KPW
529
Kore Private Wealth
New York
$3K +$3K +348 New
BC
530
Barnett & Company
Tennessee
$2K – – –
TFA
531
Transamerica Financial Advisors
Florida
$2K +$2K +102 New
PAI
532
Pittenger & Anderson Inc
Nebraska
$1K -$2.1K -264 -68%
FMP
533
Financial Management Professionals
Texas
$1K – – –
DSC
534
Duncker Streett & Co
Missouri
$1K – – –
FCMT
535
Founders Capital Management (Texas)
Texas
$1K +$1K +138 New
PK
536
Pflug Koory
Nebraska
$1K +$1K +150 New
GT
537
Glenmede Trust
Pennsylvania
$180 +$180 +18,114 New
JFA
538
JNBA Financial Advisors
Minnesota
– -$4.27M -363,966 Closed
FSA
539
Financial Services Advisory
Maryland
– -$3.65M -311,022 Closed
MWM
540
MinichMacGregor Wealth Management
New York
– -$3.01M -256,338 Closed
SG Americas Securities
541
SG Americas Securities
New York
– -$2.97M -253,542 Closed
CWM
542
Cornerstone Wealth Management
Missouri
– -$347K -127,752 Closed
BFWA
543
Benchmark Financial Wealth Advisors
Florida
– -$911K -77,664 Closed
FCAG
544
First Capital Advisors Group
New Jersey
– -$826K -70,410 Closed
MPM
545
Meritage Portfolio Management
Kansas
– -$566K -48,288 Closed
TSS
546
Two Sigma Securities
New York
– -$493K -42,000 Closed
Renaissance Technologies
547
Renaissance Technologies
New York
– -$385K -32,802 Closed
GP
548
Girard Partners
Pennsylvania
– -$377K -32,202 Closed
FAIM
549
Financial Advocates Investment Management
Washington
– -$353K -30,108 Closed
EWA
550
EP Wealth Advisors
California
– -$321K -27,384 Closed
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