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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 %
SSB
526
Sandy Spring Bank
Maryland
$56K 798 – –
WWM
527
Willingdon Wealth Management
North Carolina
$56K 800 – –
CAC
528
Certified Advisory Corp
Florida
$54K 760 – –
AIA
529
Armor Investment Advisors
North Carolina
$54K 765 +615 +410%
EWM
530
Elmwood Wealth Management
California
$53K 755 – –
WC
531
Whitnell & Co
Illinois
$49K 690 – –
SMFS
532
Squar Milner Financial Services
California
$48K 677 -2,972 -81%
CTC
533
Central Trust Company
Missouri
$48K 675 +675 New
AIM
534
Astor Investment Management
Illinois
$44K 628 +628 New
JPMorgan Chase & Co
535
JPMorgan Chase & Co
New York
$43K 611 -528 -46%
CG
536
Cutler Group
California
$42K 599 +100 +20%
GWS
537
Glassman Wealth Services
Virginia
$42K 598 +138 +30%
LWM
538
Liberty Wealth Management
California
$40K 568 – –
MCM
539
MV Capital Management
Maryland
$37K 527 – –
WP
540
WealthShield Partners
North Carolina
$35K 502 – –
GI
541
Gradient Investments
Minnesota
$35K 494 +364 +280%
PO
542
Private Ocean
California
$33K 475 – –
BCA
543
Berman Capital Advisors
Georgia
$31K 443 – –
TVWM
544
Tower View Wealth Management
Wisconsin
$30K 424 – –
EIP
545
Ellis Investment Partners
Pennsylvania
$29K 412 +412 New
SPIA
546
Steward Partners Investment Advisory
New York
$26K 370 +370 New
PFBT
547
Parkside Financial Bank & Trust
Missouri
$24K 347 -632 -65%
YWP
548
YorkBridge Wealth Partners
New York
$24K 346 – –
FHA
549
Flagship Harbor Advisors
Massachusetts
$22K 312 – –
SWA
550
Sutton Wealth Advisors
Florida
$21.4K 304 – –
20 21
22
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