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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

681 hedge funds and large institutions have $6.43B invested in Schwab US Broad Market ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 263 increasing their positions, 211 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+92
Holders Change %
+15.62%
% of All Funds
13.45%
Holding in Top 10
110
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.79%
% of All Funds
2.17%
New
123
Increased
263
Reduced
211
Closed
24
Calls
$5.04M
Puts
$871K
Net Calls
+$4.16M
Net Calls Change
+$912K

Top Buyers

1
GSWM
1
Golden State Wealth Management
California
$59.1M
2
Wells Fargo
2
Wells Fargo
California
$37.3M
3
PCA
3
Personal Capital Advisors
California
$21.1M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$851M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$45.3M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$739M
2
Betterment LLC
2
Betterment LLC
New York
$501M
3
Bank of America
3
Bank of America
North Carolina
$93.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$46.2M
5
Jane Street
5
Jane Street
New York
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
526
CWA Asset Management Group
Florida
$235K +$2.15K +168 +0.9%
ECM
527
Evergreen Capital Management
Washington
$234K – – –
IWC
528
Integrated Wealth Concepts
Massachusetts
$234K +$17.3K +1,356 +8%
APSP
529
Asset Planning Services (Pennsylvania)
Pennsylvania
$231K -$5.51K -414 -2%
Citigroup
530
Citigroup
New York
$230K +$17.5K +1,368 +8%
FVWA
531
Foster Victor Wealth Advisors
South Carolina
$228K +$228K +17,694 New
SW
532
SkyOak Wealth
Michigan
$228K +$228K +17,766 New
LFA
533
Lighthouse Financial Advisors
Maryland
$227K +$227K +17,718 New
SCM
534
Schnieders Capital Management
California
$226K – – –
HIC
535
Hartline Investment Corp
Illinois
$225K -$7.68K -600 -3%
SFP
536
Shepherd Financial Partners
Massachusetts
$225K +$2.23K +174 +1%
Thrivent Financial for Lutherans
537
Thrivent Financial for Lutherans
Minnesota
$224K -$4.85K -378 -2%
CL
538
CPWM LLC
Washington
$223K – – –
RFA
539
Reilly Financial Advisors
California
$222K -$110K -8,592 -33%
AIM
540
Aspen Investment Management
Michigan
$222K -$88K -6,852 -28%
PAM
541
Premier Asset Management
Illinois
$222K – – –
RC
542
Rovin Capital
Arizona
$221K +$221K +17,256 New
GLLW
543
Graves Light Lenhart Wealth
Virginia
$220K +$998 +78 +0.5%
CCP
544
Clarkston Capital Partners
Michigan
$218K +$4.78K +372 +2%
FRA
545
Front Row Advisors
California
$217K +$7.7K +600 +4%
VFA
546
Valeo Financial Advisors
Indiana
$216K -$24.9K -1,938 -10%
ECA
547
Elevated Capital Advisors
Utah
$216K +$216K +16,848 New
BWA
548
Burt Wealth Advisors
Maryland
$214K – – –
CB
549
Commerce Bank
Missouri
$213K +$213K +16,590 New
RA
550
RFG Advisory
Alabama
$213K +$213K +16,650 New
20 21
22
23 24