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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 %
WKWM
101
Walter & Keenan Wealth Management
Indiana
$6.61M +$1.43M +126,426 +28%
DBRC
102
D.B. Root & Company
Pennsylvania
$6.57M +$93.1K +8,208 +1%
FBFS
103
First Business Financial Services
Wisconsin
$6.44M -$3.83M -337,476 -37%
MWM
104
Meridian Wealth Management
Kentucky
$6.43M -$173K -15,276 -3%
Creative Planning
105
Creative Planning
Kansas
$6.36M +$472K +41,640 +8%
RC
106
Roundview Capital
New Jersey
$6.33M +$868K +76,494 +16%
AWA
107
Alaska Wealth Advisors
Alaska
$6.24M +$414K +36,534 +7%
SAMC
108
Spectrum Asset Management (California)
California
$6.22M +$224K +19,752 +4%
TPW
109
Tiller Private Wealth
Pennsylvania
$6.17M -$198K -17,460 -3%
TCM
110
Towercrest Capital Management
Pennsylvania
$6.15M +$475K +41,856 +8%
AWMG
111
Alliance Wealth Management Group
New Jersey
$6.15M +$475K +41,862 +8%
PP
112
PrairieView Partners
Minnesota
$6.13M +$47.2K +4,164 +0.8%
SP
113
Successful Portfolios
Florida
$6.06M +$684K +60,282 +13%
OWM
114
Opes Wealth Management
California
$6.01M +$6.01M +529,584 New
JWS
115
Juncture Wealth Strategies
Arizona
$5.9M +$2.4M +211,710 +69%
JFG
116
JMG Financial Group
Illinois
$5.84M -$576K -50,760 -9%
FA
117
Fagan Associates
New York
$5.71M +$261K +22,980 +5%
SCA
118
Strategic Capital Advisers
Colorado
$5.71M -$297K -26,172 -5%
PWSG
119
Pacific Wealth Strategies Group
California
$5.67M -$38.7K -3,414 -0.7%
SC
120
Savant Capital
Illinois
$5.19M +$74.1K +6,534 +1%
AF
121
Advisornet Financial
Minnesota
$5.12M -$233K -20,550 -4%
TI
122
Truepoint Inc
Ohio
$4.99M +$4.22K +372 +0.1%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$4.97M +$1.26M +110,724 +34%
IWMA
124
Ironwood Wealth Management (Arizona)
Arizona
$4.91M +$58K +5,118 +1%
SWM
125
SeaCrest Wealth Management
New York
$4.83M -$407K -35,910 -8%
3 4
5
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