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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

558 hedge funds and large institutions have $5.64B invested in Schwab US Broad Market ETF in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+21
Holders Change %
+3.91%
% of All Funds
12.1%
Holding in Top 10
95
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.95%
% of All Funds
2.06%
New
64
Increased
269
Reduced
166
Closed
32
Calls
$1.42M
Puts
$612K
Net Calls
+$808K
Net Calls Change
-$488K

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$861M
2
UBS Group
UBS Group
Switzerland
$326M
3
Goldman Sachs
Goldman Sachs
New York
$38M
4
Mariner
Mariner
Kansas
$22.7M
5
FSA
Financial Services Advisory
Maryland
$17.5M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
$3.81M
2
PPA
Parametric Portfolio Associates
Washington
$0
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$30.9M
4
Wealthfront Advisers
Wealthfront Advisers
California
$678M
5
PCA
Personal Capital Advisors
California
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
551
Barnett & Company
Tennessee
$2K – – –
PK
552
Pflug Koory
Nebraska
$2K – – –
Koshinski Asset Management
553
Koshinski Asset Management
Illinois
$1.15K +$47 +4,104 +4%
FMP
554
Financial Management Professionals
Texas
$1K – – –
DSC
555
Duncker Streett & Co
Missouri
$1K – – –
PAI
556
Pittenger & Anderson Inc
Nebraska
$1K – – –
IFAM
557
Institutional & Family Asset Management
Colorado
$1K +$1K +90 New
GT
558
Glenmede Trust
Pennsylvania
$205 – – –
PPA
559
Parametric Portfolio Associates
Washington
– -$48.7M -4,878,444 Closed
Jane Street
560
Jane Street
New York
– -$8.36M -837,204 Closed
KM
561
Kalos Management
Georgia
– -$3.49M -283,824 Closed
OWM
562
Orgel Wealth Management
Wisconsin
– -$2.71M -270,858 Closed
EFS
563
Econ Financial Services
Pennsylvania
– -$2.66M -266,652 Closed
TRCT
564
Tower Research Capital (TRC)
New York
– -$2.35M -234,894 Closed
Citadel Advisors
565
Citadel Advisors
Florida
– -$1.58M -158,358 Closed
BAM
566
Belpointe Asset Management
Nevada
– -$1.57M -157,146 Closed
PFM
567
Parsec Financial Management
North Carolina
– -$1.21M -121,434 Closed
IA
568
IndexIQ Advisors
New York
– -$1.15M -115,464 Closed
AFS
569
Access Financial Services
Minnesota
– -$680K -68,040 Closed
ODCM
570
Old Dominion Capital Management
Virginia
– -$561K -56,136 Closed
BAS
571
Brown Advisory Securities
Maryland
– -$534K -53,400 Closed
MIA
572
MainStreet Investment Advisors
Illinois
– -$474K -47,496 Closed
AWA
573
Arete Wealth Advisors
Illinois
– -$273K -27,318 Closed
PA
574
Paracle Advisors
Washington
– -$272K -27,276 Closed
BCM
575
Bowie Capital Management
Texas
– -$240K -24,000 Closed
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