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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
76
Garrison Asset Management
Arkansas
$13M -$10.1K -888 -0.1%
FC
77
Financial Consulate
Maryland
$12.6M +$537K +47,316 +4%
PAM
78
Pegasus Asset Management
New York
$11.3M +$177K +15,582 +2%
IAS
79
IMA Advisory Services
Colorado
$11.1M +$1.08M +95,184 +11%
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$11M -$514K -45,360 -4%
UWM
81
USAdvisors Wealth Management
Minnesota
$10.3M +$297K +26,220 +3%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$9.99M -$1.31M -111,510 -12%
RMC
83
Regis Management Company
California
$9.73M +$4.97M +438,270 +104%
MAS
84
Madden Advisory Services
Florida
$9.66M +$2.45K +216 +0%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$8.53M -$3.72M -327,888 -30%
BlackRock
86
BlackRock
New York
$8.49M -$1.1M -96,972 -11%
HSA
87
HBK Sorce Advisory
Pennsylvania
$8.33M +$1.11M +97,542 +15%
FI
88
FormulaFolio Investments
Michigan
$8.32M -$1.18M -104,250 -12%
SFSG
89
Stearns Financial Services Group
North Carolina
$7.8M +$385K +33,960 +5%
PS
90
Portfolio Solutions
Michigan
$7.64M +$474K +41,832 +7%
SHJ
91
Sharkey, Howes & Javer
Colorado
$7.52M +$6.29M +554,838 +514%
TA
92
Trellis Advisors
Washington
$7.48M -$482K -42,540 -6%
TFF
93
The Family Firm
Maryland
$7.47M +$18K +1,572 +0.2%
AIA
94
Arcadia Investment Advisors
Idaho
$7.32M -$758K -66,852 -9%
AA
95
Apriem Advisors
California
$7.17M +$2.38M +209,742 +50%
OFW
96
Omnia Family Wealth
Florida
$7.08M +$113K +9,948 +2%
GFS
97
GYL Financial Synergies
Connecticut
$7.02M +$7.02M +618,474 New
SWM
98
SigFig Wealth Management
California
$7M -$244K -21,510 -3%
GBBWRPM
99
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6.66M -$4.48M -395,004 -40%
ACM
100
AlphaStar Capital Management
North Carolina
$6.65M +$1.42M +125,058 +27%
2 3
4
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