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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 %
LGWM
576
Litman Gregory Wealth Management
California
$9K 125 – –
MAM
577
Marquette Asset Management
Minnesota
$9K 120 – –
CTC
578
Central Trust Company
Missouri
$7K 105 -570 -84%
LIA
579
LS Investment Advisors
Michigan
$7K 92 – –
JCM
580
Jacobi Capital Management
Pennsylvania
$7K 100 – –
LWA
581
Lenox Wealth Advisors
New York
$5K 76 +76 New
MAU
582
MRA Associates USA
Arizona
$4.26K 60 +60 New
SF
583
Synovus Financial
Georgia
$4K 55 -15 -21%
BIMC
584
Benson Investment Management Company
Virginia
$4K 58 – –
FAAS
585
First Allied Advisory Services
California
$4K 60 +60 New
TFA
586
Toth Financial Advisory
Virginia
$3K 45 – –
HR
587
Howe & Rusling
New York
$3K 48 – –
CFGS
588
Concourse Financial Group Securities
Alabama
$3K 45 – –
BC
589
Barnett & Company
Tennessee
$2K 34 – –
GT
590
Glenmede Trust
Pennsylvania
$147 2,083 -936 -31%
AWA
591
Alaska Wealth Advisors
Alaska
– – -91,668 Closed
FBFS
592
First Business Financial Services
Wisconsin
– – -90,561 Closed
AEPG
593
American Economic Planning Group
New Jersey
– – -15,588 Closed
FF
594
Friedenthal Financial
New Jersey
– – -11,985 Closed
MAA
595
Mraz Amerine & Associates
California
– – -8,548 Closed
PAA
596
Peregrine Asset Advisers
Oregon
– – -7,153 Closed
AWM
597
AE Wealth Management
Kansas
– – -5,817 Closed
Renaissance Technologies
598
Renaissance Technologies
New York
– – -5,600 Closed
CAM
599
Cresset Asset Management
Illinois
– – -4,674 Closed
CW
600
CreativeOne Wealth
Kansas
– – -4,588 Closed
21 22 23
24
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