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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$10.6M -$7.27M -726,696 -41%
Wells Fargo
77
Wells Fargo
California
$10.4M -$4.54M -454,584 -30%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$10.3M +$9.58M +895,794 +1,352%
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$10.2M -$1.41M -140,748 -12%
FI
80
FormulaFolio Investments
Michigan
$9.83M – – –
PAM
81
Pegasus Asset Management
New York
$9.82M +$461K +46,164 +5%
GBBWRPM
82
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9.81M +$9.81M +981,978 New
FBFS
83
First Business Financial Services
Wisconsin
$9.04M +$9.04M +905,334 New
IAS
84
IMA Advisory Services
Colorado
$8.79M -$65.1K -6,522 -0.7%
UWM
85
USAdvisors Wealth Management
Minnesota
$8.77M +$207K +20,742 +2%
MAS
86
Madden Advisory Services
Florida
$8.51M +$22.1K +2,208 +0.3%
BlackRock
87
BlackRock
New York
$8.45M +$645K +64,596 +8%
Jane Street
88
Jane Street
New York
$8.36M -$1.88M -187,962 -18%
Morgan Stanley
89
Morgan Stanley
New York
$8.3M +$1.27M +127,416 +18%
IA
90
IFP Advisors
Florida
$8.16M -$4.91M -496,026 -38%
AIA
91
Arcadia Investment Advisors
Idaho
$7.11M +$6.94M +694,980 +4,077%
NSG
92
Nalls Sherbakoff Group
Tennessee
$7.05M +$7.05M +705,750 New
TA
93
Trellis Advisors
Washington
$7.02M +$4.31M +431,754 +160%
SFSG
94
Stearns Financial Services Group
North Carolina
$6.53M +$2M +200,712 +44%
TFF
95
The Family Firm
Maryland
$6.52M +$1.12M +111,306 +21%
HSA
96
HBK Sorce Advisory
Pennsylvania
$6.37M +$3.3M +330,666 +108%
SWM
97
SigFig Wealth Management
California
$6.32M +$108K +10,944 +2%
PS
98
Portfolio Solutions
Michigan
$6.31M +$2.55M +255,684 +68%
OA
99
Opes Advisors
California
$6.31M +$590K +59,034 +10%
LWMT
100
Legacy Wealth Management (Tennessee)
Tennessee
$6.24M +$5.89M +589,668 +1,673%
2 3
4
5 6