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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 %
PG
551
Proffitt & Goodson
Tennessee
$21K 291 – –
AIM
552
Advantage Investment Management
Iowa
$21K 348 – –
TCM
553
TD Capital Management
Tennessee
$19K 265 +265 New
TFA
554
Transamerica Financial Advisors
Florida
$19K 267 +267 New
MWM
555
Merriman Wealth Management
Washington
$18.6K 26,232 +112 +0.4%
TCM
556
Tradewinds Capital Management
Washington
$18K 250 – –
MCM
557
Manchester Capital Management
Vermont
$17K 239 – –
HS
558
Horan Securities
United States
$17K 244 +244 New
Rockefeller Capital Management
559
Rockefeller Capital Management
New York
$15K 210 +111 +112%
TCOV
560
Trust Company of Vermont
Vermont
$14K 195 – –
FCMT
561
Founders Capital Management (Texas)
Texas
$14K 200 +200 New
JGIA
562
Jackson Grant Investment Advisers
Connecticut
$13K 190 – –
POIA
563
Pin Oak Investment Advisors
Texas
$12K 172 – –
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
$11K 149 – –
UWM
565
USAdvisors Wealth Management
Minnesota
$10.8K 152,584 +1,919 +1%
ACA
566
Atlas Capital Advisors
Wyoming
$10.3K 146 +146 New
GWM
567
Geneos Wealth Management
Colorado
$9K 132 -175 -57%
LGWM
568
Litman Gregory Wealth Management
California
$9K 125 – –
MAM
569
Marquette Asset Management
Minnesota
$8K 120 – –
JCM
570
Jacobi Capital Management
Pennsylvania
$7K 100 – –
LIA
571
LS Investment Advisors
Michigan
$6K 92 – –
KCPG
572
Kavar Capital Partners Group
Kansas
$6K 81 +81 New
SF
573
Synovus Financial
Georgia
$5K 70 – –
RIA
574
Realta Investment Advisors
Delaware
$5K 69 +69 New
BIMC
575
Benson Investment Management Company
Virginia
$4K 58 – –
21 22
23
24 25