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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 %
PFM
551
Parsec Financial Management
North Carolina
$209K +$209K +16,338 New
PAM
552
Private Asset Management
California
$209K +$209K +16,344 New
CAL
553
Capital Analysts LLC
Pennsylvania
$208K +$15.1K +1,176 +8%
MA
554
MUFG Americas
New York
$206K – – –
AAS
555
Annex Advisory Services
Wisconsin
$206K +$206K +16,032 New
SRC
556
Sage Rhino Capital
California
$203K +$203K +15,702 New
HWA
557
Heritage Wealth Advisors
Virginia
$199K – – –
LWM
558
Lenox Wealth Management
Ohio
$199K +$106K +8,250 +113%
TIM
559
Tortoise Investment Management
New York
$198K -$262K -20,520 -57%
WTC
560
WhitTier Trust Company
Nevada
$197K +$197K +15,354 New
OIA
561
Optimum Investment Advisors
Illinois
$195K -$65.3K -5,088 -25%
AWM
562
Avior Wealth Management
Nebraska
$184K +$1.46K +114 +0.8%
PK
563
Pflug Koory
Nebraska
$169K – – –
LFG
564
Larson Financial Group
Missouri
$166K +$3.54K +276 +2%
Bank of Montreal
565
Bank of Montreal
Ontario, Canada
$164K -$7.63K -594 -4%
IRC
566
Investors Research Corp
Georgia
$163K +$691 +54 +0.4%
PFP
567
Pinnacle Financial Partners
Tennessee
$161K +$161K +12,588 New
TWA
568
TCI Wealth Advisors
Arizona
$160K +$9.92K +774 +7%
JWM
569
Janiczek Wealth Management
Colorado
$155K +$19.5K +1,524 +14%
ACA
570
Aptus Capital Advisors
Alabama
$153K -$4.15K -324 -3%
AIM
571
Anchor Investment Management
South Carolina
$145K – – –
FCA
572
FinTrust Capital Advisors
South Carolina
$142K – – –
DAM
573
Delta Asset Management
Tennessee
$138K -$15.3K -1,200 -10%
RWA
574
Ropes Wealth Advisors
Massachusetts
$128K – – –
DOA
575
D'Orazio & Associates
Virginia
$128K – – –
21 22
23
24 25