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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.

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 %
OFW
101
Omnia Family Wealth
Florida
$6.14M +$6.14M +614,220 New
VCP
102
Vista Capital Partners
Oregon
$5.92M +$5.26M +526,308 +796%
MWM
103
Meridian Wealth Management
Kentucky
$5.81M +$15.2K +1,518 +0.3%
DBRC
104
D.B. Root & Company
Pennsylvania
$5.7M +$878K +87,942 +18%
JFG
105
JMG Financial Group
Illinois
$5.65M +$1.92M +192,492 +52%
TPW
106
Tiller Private Wealth
Pennsylvania
$5.6M +$50K +5,010 +0.9%
SFM
107
Signature Financial Management
Virginia
$5.51M +$813K +81,414 +17%
PP
108
PrairieView Partners
Minnesota
$5.36M -$15.2K -1,524 -0.3%
AWM
109
Apollon Wealth Management
South Carolina
$5.32M +$5.32M +490,236 New
SCA
110
Strategic Capital Advisers
Colorado
$5.29M -$403K -40,350 -7%
SAMC
111
Spectrum Asset Management (California)
California
$5.28M -$85.3K -8,544 -2%
Creative Planning
112
Creative Planning
Kansas
$5.18M -$1.19M -119,388 -19%
AWA
113
Alaska Wealth Advisors
Alaska
$5.13M -$69.8K -6,990 -1%
PWSG
114
Pacific Wealth Strategies Group
California
$5.03M +$509K +50,922 +11%
AWMG
115
Alliance Wealth Management Group
New Jersey
$5M -$54.1K -5,412 -1%
TCM
116
Towercrest Capital Management
Pennsylvania
$5M -$54.1K -5,412 -1%
BWI
117
Beacon Wealthcare Inc
North Carolina
$4.89M +$1.43M +143,166 +41%
RC
118
Roundview Capital
New Jersey
$4.81M +$231K +23,154 +5%
FA
119
Fagan Associates
New York
$4.8M +$142K +14,172 +3%
BCI
120
Brinker Capital Investments
Pennsylvania
$4.77M +$1.45M +144,870 +44%
SP
121
Successful Portfolios
Florida
$4.73M +$402K +40,266 +9%
AF
122
Advisornet Financial
Minnesota
$4.72M -$61.9K -6,198 -1%
SWM
123
SeaCrest Wealth Management
New York
$4.62M +$668K +66,882 +17%
ACM
124
AlphaStar Capital Management
North Carolina
$4.61M -$66.7K -6,678 -1%
WKWM
125
Walter & Keenan Wealth Management
Indiana
$4.55M +$28.7K +2,874 +0.6%
3 4
5
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