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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 %
PFO
576
Pathstone Family Office
New Jersey
$4K 59 +59 New
TFA
577
Toth Financial Advisory
Virginia
$3K 45 – –
HR
578
Howe & Rusling
New York
$3K 48 – –
CFGS
579
Concourse Financial Group Securities
Alabama
$3K 45 +45 New
BC
580
Barnett & Company
Tennessee
$2K 34 – –
DSC
581
Duncker Streett & Co
Missouri
$1K 15 – –
NDSI
582
Newman Dignan & Sheerar Inc
Rhode Island
$451 6,391 -70 -1%
GT
583
Glenmede Trust
Pennsylvania
$212 3,019 – –
BCM
584
Breiter Capital Management
Florida
– – -45,653 Closed
APCM
585
Alaska Permanent Capital Management
Alaska
– – -13,816 Closed
FTUS
586
Flow Traders U.S.
New York
– – -7,592 Closed
LNC
587
Lincoln National Corp
Pennsylvania
– – -5,435 Closed
Susquehanna International Group
588
Susquehanna International Group
Pennsylvania
– – -5,306 Closed
TSWM
589
Triangle Securities Wealth Management
North Carolina
– – -3,998 Closed
RAG
590
Roof Advisory Group
Pennsylvania
– – -3,231 Closed
AAS
591
Annex Advisory Services
Wisconsin
– – -3,159 Closed
CCP
592
Clarkston Capital Partners
Michigan
– – -3,031 Closed
PFP
593
Pinnacle Financial Partners
Tennessee
– – -2,098 Closed
RFC
594
Regions Financial Corp
Alabama
– – -1,607 Closed
WAM
595
Wealthspire Advisors (Maryland)
Maryland
– – -1,593 Closed
CFG
596
Citizens Financial Group
Rhode Island
– – -1,313 Closed
CIM
597
Cambria Investment Management
California
– – -1,145 Closed
PGWM
598
Parisi Gray Wealth Management
New Jersey
– – -1,009 Closed
AA
599
Advisory Alpha
Michigan
– – -530 Closed
KL
600
KWMG LLC
Kansas
– – -485 Closed
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25