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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 %
HRC
551
Hoertkorn Richard Charles
$36K 500 +500 New
GI
552
Gradient Investments
Minnesota
$35K 494 – –
AWM
553
AllSquare Wealth Management
New York
$34K 482 -1,028 -68%
PO
554
Private Ocean
California
$34K 478 +3 +0.6%
BCA
555
Berman Capital Advisors
Georgia
$31K 445 +2 +0.5%
TVWM
556
Tower View Wealth Management
Wisconsin
$30K 426 +2 +0.5%
EIP
557
Ellis Investment Partners
Pennsylvania
$29K 414 +2 +0.5%
SPIA
558
Steward Partners Investment Advisory
New York
$26K 370 – –
PG
559
Proffitt & Goodson
Tennessee
$26K 367 +76 +26%
PFBT
560
Parkside Financial Bank & Trust
Missouri
$25K 348 +1 +0.3%
FHA
561
Flagship Harbor Advisors
Massachusetts
$22K 312 – –
TCM
562
TD Capital Management
Tennessee
$19K 267 +2 +0.8%
NIC
563
Northwest Investment Counselors
Oregon
$19K 265 +265 New
TCM
564
Tradewinds Capital Management
Washington
$18K 250 – –
SWA
565
Sutton Wealth Advisors
Florida
$17.2K 242 -62 -20%
MCM
566
Manchester Capital Management
Vermont
$17K 239 – –
FHA
567
First Horizon Advisors
Tennessee
$17K 244 +244 New
Rockefeller Capital Management
568
Rockefeller Capital Management
New York
$16K 230 +20 +10%
QT
569
Quantbot Technologies
New York
$15K 222 +222 New
TCOV
570
Trust Company of Vermont
Vermont
$14K 195 – –
JGIA
571
Jackson Grant Investment Advisers
Connecticut
$14K 191 +1 +0.5%
POIA
572
Pin Oak Investment Advisors
Texas
$12K 172 – –
ACA
573
Atlas Capital Advisors
Wyoming
$10.4K 146 – –
FMP
574
Financial Management Professionals
Texas
$10K 144 -228,817 -100%
GWM
575
Geneos Wealth Management
Colorado
$9K 132 – –
21 22
23
24 25