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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 %
SIM
576
Sonora Investment Management
Arizona
$124K -$6.15K -480 -5%
SIAP
577
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$123K – – –
US Bancorp
578
US Bancorp
Minnesota
$120K +$2.54K +198 +2%
SSB
579
Sandy Spring Bank
Maryland
$110K +$48.9K +3,828 +80%
PA
580
Procyon Advisors
Connecticut
$104K +$104K +8,088 New
CFG
581
Citizens Financial Group
Rhode Island
$102K +$1.15K +90 +1%
CIAS
582
Capital Investment Advisory Services
North Carolina
$101K – – –
BAMG
583
Brand Asset Management Group
Missouri
$100K +$77 +6 +0.1%
CAAS
584
Capital Asset Advisory Services
Michigan
$96K +$96K +7,200 New
OAM
585
Oppenheimer Asset Management
New York
$90K – – –
SL
586
Savior LLC
Massachusetts
$90K +$90K +7,056 New
PFSC
587
Peoples Financial Services Corp
Pennsylvania
$88K – – –
GT
588
Glenmede Trust
Pennsylvania
$87K -$72.9K -5,700 -46%
MM
589
Main Management
California
$87K +$6.09K +474 +8%
BFO
590
Biltmore Family Office
North Carolina
$86K -$28.7K -2,250 -25%
BAM
591
Barrett Asset Management
New York
$82K – – –
PCFFS
592
Pacific Center for Financial Services
California
$80K +$5.49K +426 +7%
LB
593
Legacy Bridge
Iowa
$79K – – –
QAM
594
QCI Asset Management
New York
$79K – – –
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$77K – – –
TL
596
TrueWealth LLC
Georgia
$75K +$917 +72 +1%
AAP
597
Arax Advisory Partners
Colorado
$73K +$774 +60 +1%
LWM
598
Liberty Wealth Management
California
$72K -$120K -9,390 -62%
HNB
599
Huntington National Bank
Ohio
$72K -$232K – –
LWANC
600
Laurel Wealth Advisors (North Carolina)
North Carolina
$68K +$383 +30 +0.6%
22 23
24
25 26