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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 %
SHWM
676
Silicon Hills Wealth Management
Texas
$2.07K +$2.07K +906 New
HGWM
677
Harvest Group Wealth Management
Massachusetts
$2K -$119K -10,350 -98%
SQA
678
Simon Quick Advisors
New Jersey
$1K +$1K +42 New
CIR
679
Clear Investment Research
Georgia
$1K +$1K +90 New
DSC
680
Duncker Streett & Co
Missouri
$1K +$1K +96 New
NDSI
681
Newman Dignan & Sheerar Inc
Rhode Island
$516 +$466 +363,852 +933%
Mirae Asset Global Investments
682
Mirae Asset Global Investments
South Korea
– -$10.7M -906,216 Closed
WKWM
683
Walter & Keenan Wealth Management
Indiana
– -$4.21M -355,392 Closed
ACA
684
Ackerman Capital Advisors
Texas
– -$3.98M -336,000 Closed
BL
685
Balentine LLC
Georgia
– -$2.42M -204,000 Closed
BIA
686
BHK Investment Advisors
Alabama
– -$2.05M -173,226 Closed
SBA
687
Secrest Blakey & Associates
North Carolina
– -$988K -83,472 Closed
KWM
688
Kingsview Wealth Management
Oregon
– -$848K -71,652 Closed
SLA
689
Silver Lake Advisory
Utah
– -$764K -64,536 Closed
SG
690
Somerset Group
Minnesota
– -$342K -28,932 Closed
SS
691
Simplicity Solutions
Minnesota
– -$317K -26,814 Closed
CC
692
Cadinha & Co
Hawaii
– -$294K -24,852 Closed
Fisher Asset Management
693
Fisher Asset Management
Washington
– -$286K -24,132 Closed
AAS
694
Avantax Advisory Services
Texas
– -$263K -22,176 Closed
WSTAM
695
Wilbanks Smith & Thomas Asset Management
Virginia
– -$245K -20,700 Closed
PWM
696
Paulson Wealth Management
Illinois
– -$230K -19,452 Closed
EWA
697
EP Wealth Advisors
California
– -$230K -19,446 Closed
Simplex Trading
698
Simplex Trading
Illinois
– -$150K -12,750 Closed
UBS AM
699
UBS AM
Illinois
– -$126K -10,680 Closed
AIM
700
Acropolis Investment Management
Missouri
– -$116K -9,792 Closed
25 26 27
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