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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 %
BJ
76
Brouwer & Janachowski
California
$13.2M 187,187 -5,893 -3%
PAM
77
Pegasus Asset Management
New York
$11.8M 167,364 +869 +0.5%
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$10.9M 154,897 -7,174 -4%
IAS
79
IMA Advisory Services
Colorado
$10.2M 145,139 -17,432 -11%
GFS
80
GYL Financial Synergies
Connecticut
$9.59M 136,029 +32,950 +32%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$9.5M 134,704 +9,428 +8%
HSA
82
HBK Sorce Advisory
Pennsylvania
$9.39M 133,150 +10,679 +9%
JWS
83
Juncture Wealth Strategies
Arizona
$8.96M 127,067 +40,317 +46%
FSA
84
Financial Services Advisory
Maryland
$8.83M 125,223 -132,056 -51%
Creative Planning
85
Creative Planning
Kansas
$8.24M 116,775 +23,373 +25%
BlackRock
86
BlackRock
New York
$8.14M 115,456 -9,370 -8%
FI
87
FormulaFolio Investments
Michigan
$8.1M 114,895 -7,428 -6%
SHJ
88
Sharkey, Howes & Javer
Colorado
$8.06M 114,209 +3,738 +3%
AWMG
89
Alliance Wealth Management Group
New Jersey
$8M 113,481 +23,158 +26%
TCM
90
Towercrest Capital Management
Pennsylvania
$8M 113,480 +23,158 +26%
Jane Street
91
Jane Street
New York
$7.96M 112,791 +112,791 New
SFSG
92
Stearns Financial Services Group
North Carolina
$7.77M 110,184 -4,418 -4%
MAS
93
Madden Advisory Services
Florida
$7.77M 110,127 -31,900 -22%
TFF
94
The Family Firm
Maryland
$7.69M 108,575 -86 -0.1%
TA
95
Trellis Advisors
Washington
$7.61M 107,854 -2,128 -2%
AA
96
Apriem Advisors
California
$7.53M 106,703 +1,415 +1%
SWM
97
SigFig Wealth Management
California
$7.41M 105,099 +2,279 +2%
AIA
98
Arcadia Investment Advisors
Idaho
$7.37M 104,549 -2,980 -3%
OFW
99
Omnia Family Wealth
Florida
$7.34M 103,680 -348 -0.3%
OIA
100
OneDigital Investment Advisors
Kansas
$7.34M 104,024 -252,171 -71%
2 3
4
5 6