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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.

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 %
WPW
76
Waldron Private Wealth
Pennsylvania
$15.1M -$16.5K -1,290 -0.1%
GAM
77
Garrison Asset Management
Arkansas
$14.2M -$344K -26,856 -2%
OIWM
78
OptiFour Integrated Wealth Management
Virginia
$13.8M -$881K -68,754 -6%
BJ
79
Brouwer & Janachowski
California
$13.8M -$251K -19,572 -2%
PAM
80
Pegasus Asset Management
New York
$13.3M +$83.7K +6,534 +0.6%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$12.3M +$608K +47,412 +5%
HSA
82
HBK Sorce Advisory
Pennsylvania
$12.2M +$506K +39,462 +4%
SFG
83
Sunburst Financial Group
Alabama
$12.2M +$12.2M +951,468 New
ECML
84
Eagle Capital Management (Louisiana)
Louisiana
$12.1M -$71.3K -5,568 -0.6%
BIP
85
Blueprint Investment Partners
North Carolina
$11.9M +$11.9M +928,668 New
UWM
86
USAdvisors Wealth Management
Minnesota
$11.8M -$21.6K -1,686 -0.2%
TC
87
Tatro Capital
Kentucky
$11.6M +$11.6M +906,780 New
OIA
88
OneDigital Investment Advisors
Kansas
$11.6M +$5.99M +467,808 +107%
TW
89
TrinityPoint Wealth
Connecticut
$11.3M -$22.1K -1,722 -0.2%
JWS
90
Juncture Wealth Strategies
Arizona
$11M -$73.9K -5,766 -0.7%
MWP
91
Meridian Wealth Partners
Pennsylvania
$10.6M +$10.6M +825,990 New
BFPW
92
BOK Financial Private Wealth
Colorado
$10.5M -$12.3M -963,624 -54%
EE
93
EWG Elevate
California
$10.4M +$10.4M +813,630 New
GFS
94
GYL Financial Synergies
Connecticut
$10.3M -$88.6K -6,912 -0.9%
IAS
95
IMA Advisory Services
Colorado
$10.2M -$117K -9,162 -1%
Creative Planning
96
Creative Planning
Kansas
$9.97M +$955K +74,508 +11%
MA
97
Modus Advisors
Minnesota
$9.82M +$9.82M +766,308 New
IDA
98
Intelligence Driven Advisers
California
$9.53M +$1.13M +88,572 +14%
SCM
99
Spreng Capital Management
Ohio
$9.46M +$9.46M +738,648 New
IA
100
IFP Advisors
Florida
$9.28M -$941K -73,194 -9%
2 3
4
5 6