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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 %
QAM
526
QCI Asset Management
New York
$73K 1,025 – –
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$71K 1,000 – –
TL
528
TrueWealth LLC
Georgia
$69K 969 – –
PCFFS
529
Pacific Center for Financial Services
California
$68K 963 +20 +2%
AAP
530
Arax Advisory Partners
Colorado
$66K 933 -54 -5%
LWANC
531
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K 882 +10 +1%
SWM
532
Selective Wealth Management
Virginia
$61K 854 +854 New
SSB
533
Sandy Spring Bank
Maryland
$57K 798 – –
WWM
534
Willingdon Wealth Management
North Carolina
$57K 800 – –
WC
535
Whitnell & Co
Illinois
$56K 789 +99 +14%
EWM
536
Elmwood Wealth Management
California
$54K 755 – –
AIA
537
Armor Investment Advisors
North Carolina
$54K 765 – –
CAC
538
Certified Advisory Corp
Florida
$54K 763 +3 +0.4%
ME
539
McIlrath & Eck
Washington
$50K 705 +705 New
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
$47K 662 +513 +344%
JPMorgan Chase & Co
541
JPMorgan Chase & Co
New York
$44K 615 +4 +0.7%
NC
542
NewSquare Capital
Pennsylvania
$43K 600 -225 -27%
GWS
543
Glassman Wealth Services
Virginia
$42K 598 – –
AA
544
Advisory Alpha
Michigan
$41.1K 590 +590 New
CDIA
545
Capital Directions Investment Advisors
Georgia
$38K 535 +535 New
MCM
546
MV Capital Management
Maryland
$37K 527 – –
PCG
547
Private Capital Group
Connecticut
$37K 524 +524 New
FGAM
548
Financial Gravity Asset Management
Texas
$36K 501 -727 -59%
WP
549
WealthShield Partners
North Carolina
$36K 502 – –
WT
550
Whittier Trust
California
$36K 500 +500 New
20 21
22
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