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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 %
LWA
626
Lenox Wealth Advisors
New York
$37K +$31.1K +2,394 +525%
BCA
627
Berman Capital Advisors
Georgia
$34K +$378 +30 +1%
OPS
628
Orion Portfolio Solutions
Nebraska
$34K +$34K +2,652 New
TVWM
629
Tower View Wealth Management
Wisconsin
$33K +$383 +30 +1%
PG
630
Proffitt & Goodson
Tennessee
$33K +$4.5K +348 +16%
AWM
631
AllSquare Wealth Management
New York
$32K -$5.35K -414 -14%
EIP
632
Ellis Investment Partners
Pennsylvania
$32K +$230 +18 +0.7%
BW
633
Bison Wealth
Georgia
$29K +$29K +2,232 New
SPIA
634
Steward Partners Investment Advisory
New York
$28K – – –
AA
635
Advisory Alpha
Michigan
$27.3K -$19K -1,452 -41%
IA
636
Independence Advisors
Pennsylvania
$27K +$27K +2,124 New
EI
637
Ellevest Inc
New York
$26K +$26K +2,040 New
CCA
638
Column Capital Advisors
Indiana
$26K +$26K +2,070 New
CWA
639
Carolina Wealth Advisors
South Carolina
$25K +$25K +1,920 New
TCM
640
TD Capital Management
Tennessee
$21K +$156 +12 +0.7%
HWM
641
HighMark Wealth Management
Minnesota
$20K +$20K +1,632 New
TCM
642
Tradewinds Capital Management
Washington
$19K – – –
SWA
643
Sutton Wealth Advisors
Florida
$18.6K – – –
MCM
644
Manchester Capital Management
Vermont
$18K – – –
Rockefeller Capital Management
645
Rockefeller Capital Management
New York
$18K +$78 +6 +0.4%
FHA
646
First Horizon Advisors
Tennessee
$18K +$73 +6 +0.4%
SIS
647
Sound Income Strategies
Florida
$18K +$18K +1,404 New
CWC
648
Carolinas Wealth Consulting
North Carolina
$18K +$18K +1,416 New
WFMPM
649
Woodley Farra Manion Portfolio Management
Indiana
$17K +$17K +1,314 New
JGIA
650
Jackson Grant Investment Advisers
Connecticut
$15K +$155 +12 +1%
24 25
26
27 28