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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.

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 %
FHA
601
Flagship Harbor Advisors
Massachusetts
$68K +$43.9K +3,420 +183%
SWM
602
Selective Wealth Management
Virginia
$66K +$764 +60 +1%
WWM
603
Willingdon Wealth Management
North Carolina
$62K – – –
ME
604
McIlrath & Eck
Washington
$62K +$7.5K +582 +14%
WC
605
Whitnell & Co
Illinois
$61K – – –
IFWM
606
Institute for Wealth Management
Colorado
$61K +$61K +4,776 New
AIA
607
Armor Investment Advisors
North Carolina
$59K – – –
CAC
608
Certified Advisory Corp
Florida
$59K +$231 +18 +0.4%
JPMorgan Chase & Co
609
JPMorgan Chase & Co
New York
$52K +$4.34K +336 +9%
Fifth Third Bancorp
610
Fifth Third Bancorp
Ohio
$51K – – –
CCM
611
Covington Capital Management
California
$47K -$38.1K -3,000 -45%
NC
612
NewSquare Capital
Pennsylvania
$46K – – –
GWS
613
Glassman Wealth Services
Virginia
$46K – – –
PFBT
614
Parkside Financial Bank & Trust
Missouri
$46K +$19.3K +1,506 +72%
SMFS
615
Squar Milner Financial Services
California
$45K +$45K +3,552 New
ACM
616
Anfield Capital Management
California
$43K +$43K +3,348 New
MCM
617
MV Capital Management
Maryland
$41K – – –
PCG
618
Private Capital Group
Connecticut
$40K – – –
WP
619
WealthShield Partners
North Carolina
$39K – – –
FGAM
620
Financial Gravity Asset Management
Texas
$39K – – –
FMP
621
Financial Management Professionals
Texas
$39K +$27.9K +2,178 +252%
GI
622
Gradient Investments
Minnesota
$38K – – –
HRC
623
Hoertkorn Richard Charles
$38K – – –
WT
624
Whittier Trust
California
$38K – – –
PO
625
Private Ocean
California
$38K +$393 +30 +1%
23 24
25
26 27