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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 %
KM
101
Kalos Management
Georgia
$7.3M 102,880 +102,880 New
PS
102
Portfolio Solutions
Michigan
$7.16M 101,538 -10,731 -10%
ACM
103
AlphaStar Capital Management
North Carolina
$7.02M 99,531 +1,800 +2%
IDA
104
Intelligence Driven Advisers
California
$6.91M 97,898 +47,704 +95%
GBBWRPM
105
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6.83M 96,834 -995 -1%
RC
106
Roundview Capital
New Jersey
$6.77M 96,002 +3,047 +3%
DBRC
107
D.B. Root & Company
Pennsylvania
$6.59M 93,370 -3,113 -3%
SAMC
108
Spectrum Asset Management (California)
California
$6.48M 91,828 +437 +0.5%
SP
109
Successful Portfolios
Florida
$6.44M 91,361 +2,370 +3%
FBFS
110
First Business Financial Services
Wisconsin
$6.39M 90,561 -4,082 -4%
PP
111
PrairieView Partners
Minnesota
$6.38M 90,463 +366 +0.4%
JFG
112
JMG Financial Group
Illinois
$6.3M 89,250 +3,365 +4%
AWA
113
Alaska Wealth Advisors
Alaska
$6.24M 91,668 – –
TPW
114
Tiller Private Wealth
Pennsylvania
$6.1M 86,474 -4,119 -5%
PWSG
115
Pacific Wealth Strategies Group
California
$5.98M 84,783 +1,455 +2%
OWM
116
Opes Wealth Management
California
$5.95M 84,334 -3,930 -4%
FA
117
Fagan Associates
New York
$5.95M 84,340 +427 +0.5%
SCA
118
Strategic Capital Advisers
Colorado
$5.86M 83,017 -850 -1%
AF
119
Advisornet Financial
Minnesota
$5.46M 77,395 +2,121 +3%
SC
120
Savant Capital
Illinois
$5.39M 76,432 +156 +0.2%
AG
121
Advisor Group
Arizona
$5.19M 73,532 +23,423 +47%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$5.11M 72,519 -498 -0.7%
RMC
123
Regis Management Company
California
$5.08M 71,970 -71,020 -50%
TI
124
Truepoint Inc
Ohio
$5.03M 71,241 -2,054 -3%
GCA
125
Genesee Capital Advisors
New York
$5.01M 71,104 +63,796 +873%
3 4
5
6 7