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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

537 hedge funds and large institutions have $4.58B invested in Schwab US Broad Market ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 243 increasing their positions, 119 reducing their positions, and 41 closing their positions.

Holders
537
Holders Change
+62
Holders Change %
+13.05%
% of All Funds
11.98%
Holding in Top 10
88
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.33%
% of All Funds
1.96%
New
108
Increased
243
Reduced
119
Closed
41
Calls
$1.59M
Puts
$289K
Net Calls
+$1.3M
Net Calls Change
+$389K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$405M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$69.8M
3
PPA
3
Parametric Portfolio Associates
Washington
$48.7M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$81.6M
5
PCA
5
Personal Capital Advisors
California
$24.8M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$549M
2
TIM
2
Total Investment Management
Arizona
$419K
3
CAI
3
Capital Advisors Inc
Oklahoma
$13.7M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$75M
5
PA
5
Planning Alternatives
Michigan
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
51
Pinkerton Retirement Specialists
Idaho
$15.9M +$1.82M +181,890 +13%
GAM
52
Gemmer Asset Management
California
$15.5M +$7.06M +706,602 +84%
BFPW
53
BOK Financial Private Wealth
Colorado
$15.1M +$15.1M +1,509,024 New
FANJ
54
Financial Architects (New Jersey)
New Jersey
$14.6M +$554K +55,422 +4%
RBC
55
Roble Belko & Company
Pennsylvania
$14.6M +$2.31M +231,750 +19%
Goldman Sachs
56
Goldman Sachs
New York
$14.3M +$14.3M +1,427,160 New
K
57
Kemper
Illinois
$14.2M – – –
AEPG
58
American Economic Planning Group
New Jersey
$14.2M +$14.2M +1,422,234 New
AI
59
Atria Investments
North Carolina
$13.8M +$12M +1,204,020 +668%
CAI
60
Capital Advisors Inc
Oklahoma
$13.7M -$34.6M -3,462,378 -72%
LFS
61
Legacy Financial Strategies
Kansas
$13.6M +$3.68M +368,382 +37%
BCWM
62
Bartlett & Co Wealth Management
Ohio
$13.6M +$1.87M +187,320 +16%
BC
63
Bartlett & Co
Ohio
$13.6M +$1.87M +187,320 +16%
CHJWM
64
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.5M +$789K +78,954 +6%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$13.4M +$13.4M +1,338,060 New
DW
66
Domani Wealth
Pennsylvania
$13M -$4.28M -428,808 -25%
BAM
67
Berkshire Asset Management
Pennsylvania
$12.8M +$12.5M +1,247,544 +3,318%
AIP
68
Almanack Investment Partners
Pennsylvania
$12.2M -$8.77M -875,934 -42%
OIWM
69
OptiFour Integrated Wealth Management
Virginia
$12.2M -$210K -21,048 -2%
BCMO
70
Buckingham Capital Management (Ohio)
Ohio
$12.1M +$613K +61,350 +5%
BJ
71
Brouwer & Janachowski
California
$11.6M -$103K -10,326 -0.9%
WAM
72
Watermark Asset Management
California
$11.5M -$156K -15,624 -1%
GAM
73
Garrison Asset Management
Arkansas
$11.4M +$9.61M +962,052 +527%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$10.8M -$1.37M -137,532 -11%
FC
75
Financial Consulate
Maryland
$10.6M -$4.44K -444 -0%
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