SCHB icon

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 %
CSIC
551
Clifford Swan Investment Counsel
California
– -$292K -24,852 Closed
FF
552
Friedenthal Financial
New Jersey
– -$278K -23,712 Closed
MAM
553
Mastrapasqua Asset Management
Tennessee
– -$269K -22,908 Closed
CRC
554
Curi RMB Capital
Illinois
– -$267K -22,734 Closed
Cerity Partners
555
Cerity Partners
New York
– -$250K -21,336 Closed
PWMAG
556
Pinnacle Wealth Management Advisory Group
New Jersey
– -$249K -21,252 Closed
RCAG
557
Rehmann Capital Advisory Group
Michigan
– -$249K -21,204 Closed
LC
558
LCNB Corp
Ohio
– -$228K -19,416 Closed
HIC
559
Hartline Investment Corp
Illinois
– -$224K -19,086 Closed
CCP
560
Clarkston Capital Partners
Michigan
– -$219K -18,678 Closed
ECM
561
Evergreen Capital Management
Washington
– -$215K -18,300 Closed
MCM
562
Mengis Capital Management
Oregon
– -$211K -18,024 Closed
CAMG
563
CWA Asset Management Group
Florida
– -$210K -17,886 Closed
SCM
564
Schnieders Capital Management
California
– -$207K -17,658 Closed
CL
565
CPWM LLC
Washington
– -$204K -17,382 Closed
PAM
566
Premier Asset Management
Illinois
– -$203K -17,310 Closed
ML
567
McAdam LLC
Pennsylvania
– -$117K -9,978 Closed
TFS
568
TrustCore Financial Services
Tennessee
– -$97K -8,268 Closed
SWP
569
Stratos Wealth Partners
Ohio
– -$74K -6,300 Closed
KJWM
570
Kiley Juergens Wealth Management
Washington
– -$65K -5,616 Closed
ACA
571
Atlas Capital Advisors
Wyoming
– -$47.6K -4,050 Closed
WC
572
Whitney & Co
New York
– -$40K -3,534 Closed
MWPCG
573
Measured Wealth Private Client Group
New Hampshire
– -$25K -2,160 Closed
CGT
574
Capital Guardian Trust
California
– -$23K -1,980 Closed
CFA
575
Camarda Financial Advisors
Florida
– -$5K -468 Closed
20 21 22
23
24