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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

558 hedge funds and large institutions have $5.64B invested in Schwab US Broad Market ETF in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.

Holders
558
Holders Change
+21
Holders Change %
+3.91%
% of All Funds
12.1%
Holding in Top 10
95
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.95%
% of All Funds
2.06%
New
64
Increased
269
Reduced
166
Closed
32
Calls
$1.42M
Puts
$612K
Net Calls
+$808K
Net Calls Change
-$488K

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$861M
2
UBS Group
2
UBS Group
Switzerland
$326M
3
Goldman Sachs
3
Goldman Sachs
New York
$38M
4
Mariner
4
Mariner
Kansas
$22.7M
5
FSA
5
Financial Services Advisory
Maryland
$17.5M

Top Sellers

1
ACA
1
Ackerman Capital Advisors
Texas
$3.81M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$30.9M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$678M
5
PCA
5
Personal Capital Advisors
California
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
51
Gemmer Asset Management
California
$19M +$1.48M +130,890 +8%
PIMG
52
Patriot Investment Management Group
Tennessee
$19M +$19M +1,673,454 New
SA
53
Strategic Advisors
New York
$18.9M -$523K -46,074 -3%
LPL Financial
54
LPL Financial
California
$18.8M +$191K +16,836 +1%
BFPW
55
BOK Financial Private Wealth
Colorado
$18.6M +$1.45M +127,992 +8%
CAI
56
Capital Advisors Inc
Oklahoma
$18.5M +$2.99M +263,892 +19%
HighTower Advisors
57
HighTower Advisors
Illinois
$18.4M +$159K +14,052 +0.9%
FSA
58
Financial Services Advisory
Maryland
$17.5M +$17.5M +1,543,674 New
Morgan Stanley
59
Morgan Stanley
New York
$17.3M +$7.93M +698,808 +84%
LFS
60
Legacy Financial Strategies
Kansas
$17.1M +$1.58M +139,662 +10%
RBC
61
Roble Belko & Company
Pennsylvania
$16.9M +$360K +31,734 +2%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$16.3M -$278K -24,474 -2%
ECML
63
Eagle Capital Management (Louisiana)
Louisiana
$16.3M +$16.3M +1,433,880 New
K
64
Kemper
Illinois
$16.2M – – –
BC
65
Bartlett & Co
Ohio
$16M +$556K +49,020 +4%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$16M +$556K +49,020 +4%
BAM
67
Berkshire Asset Management
Pennsylvania
$15M +$412K +36,288 +3%
WA
68
WBH Advisory
Maryland
$14.4M +$1.36M +119,574 +10%
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$14M +$190K +16,722 +1%
AIP
70
Almanack Investment Partners
Pennsylvania
$13.7M -$134K -11,856 -1%
Wells Fargo
71
Wells Fargo
California
$13.5M +$1.71M +150,420 +14%
OIWM
72
OptiFour Integrated Wealth Management
Virginia
$13.5M -$348K -30,642 -3%
CHJWM
73
Carlton Hofferkamp & Jenks Wealth Management
Texas
$13.3M -$2.01M -176,856 -13%
DW
74
Domani Wealth
Pennsylvania
$13.3M -$1.51M -133,500 -10%
BJ
75
Brouwer & Janachowski
California
$13.1M -$53.6K -4,722 -0.4%
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