SCHB icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$25.1M +$1.49M +115,998 +6%
GAM
52
Gemmer Asset Management
California
$24.4M +$167K +13,062 +0.7%
HWA
53
HHM Wealth Advisors
Tennessee
$24.3M +$1.15M +90,132 +5%
Mariner
54
Mariner
Kansas
$24.2M +$1.63M +127,596 +7%
PIMG
55
Patriot Investment Management Group
Tennessee
$23.4M -$795K -62,010 -3%
AIP
56
Almanack Investment Partners
Pennsylvania
$22.9M +$2.73M +212,682 +14%
Morgan Stanley
57
Morgan Stanley
New York
$22.3M +$1.31M +102,474 +6%
FNC
58
First National Corp
Massachusetts
$21.9M +$483K +37,710 +2%
SA
59
Strategic Advisors
New York
$21.6M +$453K +35,376 +2%
PCA
60
Personal Capital Advisors
California
$21.1M +$19.5M +1,520,922 +1,247%
LPL Financial
61
LPL Financial
California
$20.6M +$1.74M +136,116 +9%
RBC
62
Roble Belko & Company
Pennsylvania
$20.2M -$424K -33,078 -2%
FANJ
63
Financial Architects (New Jersey)
New Jersey
$18.8M +$337K +26,328 +2%
WA
64
WBH Advisory
Maryland
$18.6M +$1.08M +83,988 +6%
PA
65
Planning Alternatives
Michigan
$18.4M -$1.9M -148,428 -9%
K
66
Kemper
Illinois
$18.3M – – –
BCWM
67
Bartlett & Co Wealth Management
Ohio
$18.1M -$55K -4,290 -0.3%
MAS
68
Madden Advisory Services
Florida
$17.7M +$8.59M +670,446 +95%
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$17.5M +$44K +3,432 +0.3%
SFP
70
Strategic Financial Planning
Texas
$17.4M +$17.4M +1,355,688 New
LFS
71
Legacy Financial Strategies
Kansas
$17M -$4.9M -382,170 -22%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$15.6M +$3.26M +254,700 +26%
CHJWM
73
Carlton Hofferkamp & Jenks Wealth Management
Texas
$15.4M -$137K -10,650 -0.9%
FSA
74
Financial Services Advisory
Maryland
$15.4M -$353K -27,540 -2%
DW
75
Domani Wealth
Pennsylvania
$15.3M +$28.7K +2,238 +0.2%
1 2
3
4 5