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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 %
TCOV
651
Trust Company of Vermont
Vermont
$13K -$1.91K -150 -13%
POIA
652
Pin Oak Investment Advisors
Texas
$13K +$75 +6 +0.6%
CTC
653
Central Trust Company
Missouri
$13K +$4.83K +372 +59%
KPW
654
Kore Private Wealth
New York
$13K +$13K +984 New
LC
655
Lindbrook Capital
California
$13K +$13K +1,032 New
MWA
656
Moser Wealth Advisors
Washington
$12K +$12K +948 New
ACA
657
Atlas Capital Advisors
Wyoming
$11.2K – – –
DI
658
Disciplined Investments
Oklahoma
$11K +$11K +834 New
CA
659
CXI Advisors
Indiana
$11K +$11K +852 New
GWM
660
Geneos Wealth Management
Colorado
$10K – – –
LGWM
661
Litman Gregory Wealth Management
California
$10K – – –
CMA
662
Cedar Mountain Advisors
Oregon
$10K +$10K +780 New
BAM
663
Bellevue Asset Management
Washington
$9K +$9K +690 New
MAM
664
Marquette Asset Management
Minnesota
$8K -$1.23K -96 -13%
JCM
665
Jacobi Capital Management
Pennsylvania
$8K – – –
LIA
666
LS Investment Advisors
Michigan
$7K – – –
CWA
667
Core Wealth Advisors
Florida
$7K +$7K +570 New
HWA
668
HCR Wealth Advisors
California
$5K +$5K +408 New
BIMC
669
Benson Investment Management Company
Virginia
$4K – – –
SF
670
Synovus Financial
Georgia
$4K – – –
HR
671
Howe & Rusling
New York
$4K – – –
FP
672
Financial Perspectives
Minnesota
$3.61K +$3.61K +282 New
CFGS
673
Concourse Financial Group Securities
Alabama
$3K – – –
TFA
674
Toth Financial Advisory
Virginia
$3K – – –
BC
675
Barnett & Company
Tennessee
$3K +$86 +6 +3%
25 26
27
28 29