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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

589 hedge funds and large institutions have $5.91B invested in Schwab US Broad Market ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 268 increasing their positions, 192 reducing their positions, and 30 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
12.94%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.09%
New
37
Increased
268
Reduced
192
Closed
30
Calls
$3.61M
Puts
$354K
Net Calls
+$3.25M
Net Calls Change
+$802K

Top Buyers

1
G
1
Gainplan
Michigan
$43.9M
2
WWM
2
WT Wealth Management
Arizona
$21.2M
3
Bank of America
3
Bank of America
North Carolina
$111M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$772M
5
Jane Street
5
Jane Street
New York
$23.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.7M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$787M
4
FMP
4
Financial Management Professionals
Texas
$10K
5
BAM
5
Berkshire Asset Management
Pennsylvania
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$21.7M 306,484 +42,833 +16%
HWA
52
HHM Wealth Advisors
Tennessee
$21.4M 301,745 -4,527 -1%
WWM
53
WT Wealth Management
Arizona
$21.2M 298,164 +298,164 New
BFPW
54
BOK Financial Private Wealth
Colorado
$21.1M 296,526 +22,282 +8%
Mariner
55
Mariner
Kansas
$20.9M 293,852 +21,444 +8%
LFS
56
Legacy Financial Strategies
Kansas
$20.7M 285,067 +6,244 +2%
FNC
57
First National Corp
Massachusetts
$19.8M 279,058 -1,098 -0.4%
SA
58
Strategic Advisors
New York
$19.6M 275,351 -64 -0%
Morgan Stanley
59
Morgan Stanley
New York
$19.4M 272,514 +6,350 +2%
RBC
60
Roble Belko & Company
Pennsylvania
$19M 268,126 +2,079 +0.8%
PA
61
Planning Alternatives
Michigan
$18.7M 263,853 -3,514 -1%
AIP
62
Almanack Investment Partners
Pennsylvania
$18.6M 261,832 +61,477 +31%
LPL Financial
63
LPL Financial
California
$17.4M 245,201 -23,887 -9%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$17.1M 240,620 -1,560 -0.6%
K
65
Kemper
Illinois
$16.9M 237,715 – –
BC
66
Bartlett & Co
Ohio
$16.7M 235,508 -1,419 -0.6%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$16.7M 235,508 -1,419 -0.6%
WA
68
WBH Advisory
Maryland
$16.2M 227,587 +15,507 +7%
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$16.1M 226,751 +2,067 +0.9%
Wells Fargo
70
Wells Fargo
California
$15.8M 223,112 +9,560 +4%
FSA
71
Financial Services Advisory
Maryland
$14.5M 204,852 +79,629 +64%
DW
72
Domani Wealth
Pennsylvania
$14.1M 198,900 -1,924 -1%
CHJWM
73
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.1M 201,256 +1,603 +0.8%
WPW
74
Waldron Private Wealth
Pennsylvania
$13.9M 196,315 +196,315 New
OIWM
75
OptiFour Integrated Wealth Management
Virginia
$13.6M 191,291 -1,045 -0.5%
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3
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