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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

583 hedge funds and large institutions have $6.16B invested in Schwab US Broad Market ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 249 increasing their positions, 183 reducing their positions, and 25 closing their positions.

Holders
583
Holders Change
+25
Holders Change %
+4.48%
% of All Funds
12.68%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.07%
New
56
Increased
249
Reduced
183
Closed
25
Calls
$2.47M
Puts
$15K
Net Calls
+$2.45M
Net Calls Change
+$1.64M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$526M
2
TIM
2
Total Investment Management
Arizona
$55.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$747M
4
CAI
4
Capital Advisors Inc
Oklahoma
$60.5M
5
Betterment LLC
5
Betterment LLC
New York
$505M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$1.46M
2
MFRM
2
Milliman Financial Risk Management
Illinois
$845M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.29M
4
OIA
4
OneDigital Investment Advisors
Kansas
$7.34M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$99.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
51
Legacy Financial Strategies
Kansas
$20M 278,823 +27,991 +11%
FNC
52
First National Corp
Massachusetts
$19.8M 280,156 -2,810 -1%
SA
53
Strategic Advisors
New York
$19.4M 275,415 -2,718 -1%
BFPW
54
BOK Financial Private Wealth
Colorado
$19.3M 274,244 +1,408 +0.5%
Mariner
55
Mariner
Kansas
$19.2M 272,408 -61,160 -18%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$19.1M 263,651 +121,893 +86%
LPL Financial
57
LPL Financial
California
$19M 269,088 -6,639 -2%
PA
58
Planning Alternatives
Michigan
$18.9M 267,367 -16,923 -6%
Morgan Stanley
59
Morgan Stanley
New York
$18.8M 266,164 +11,264 +4%
RBC
60
Roble Belko & Company
Pennsylvania
$18.8M 266,047 +17,233 +7%
FANJ
61
Financial Architects (New Jersey)
New Jersey
$17.1M 242,180 +2,440 +1%
ECML
62
Eagle Capital Management (Louisiana)
Louisiana
$17M 241,197 +2,217 +0.9%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$16.8M 236,927 +1,972 +0.8%
K
64
Kemper
Illinois
$16.8M 237,715 – –
BC
65
Bartlett & Co
Ohio
$16.7M 236,927 +1,972 +0.8%
FMP
66
Financial Management Professionals
Texas
$16.1M 228,961 +228,946 +1,526,307%
BCMO
67
Buckingham Capital Management (Ohio)
Ohio
$15.8M 224,684 +19,338 +9%
BAM
68
Berkshire Asset Management
Pennsylvania
$15.2M 215,176 -5,063 -2%
Wells Fargo
69
Wells Fargo
California
$15.1M 213,552 +14,747 +7%
WA
70
WBH Advisory
Maryland
$15M 212,080 +1,111 +0.5%
CHJWM
71
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.3M 199,653 +3,646 +2%
AIP
72
Almanack Investment Partners
Pennsylvania
$14.2M 200,355 -1,641 -0.8%
DW
73
Domani Wealth
Pennsylvania
$14.2M 200,824 +5,799 +3%
OIWM
74
OptiFour Integrated Wealth Management
Virginia
$13.6M 192,336 -5,406 -3%
GAM
75
Garrison Asset Management
Arkansas
$13.4M 190,327 -274 -0.1%
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