SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

589 hedge funds and large institutions have $5.91B invested in Schwab US Broad Market ETF in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 268 increasing their positions, 192 reducing their positions, and 30 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
12.94%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.09%
New
37
Increased
268
Reduced
192
Closed
30
Calls
$3.61M
Puts
$354K
Net Calls
+$3.25M
Net Calls Change
+$802K

Top Buyers

1
G
1
Gainplan
Michigan
$43.9M
2
WWM
2
WT Wealth Management
Arizona
$21.2M
3
Bank of America
3
Bank of America
North Carolina
$111M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$772M
5
Jane Street
5
Jane Street
New York
$23.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$10.7M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$787M
4
FMP
4
Financial Management Professionals
Texas
$10K
5
BAM
5
Berkshire Asset Management
Pennsylvania
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
SigFig Wealth Management
California
$7.61M 107,111 +2,012 +2%
AA
102
Apriem Advisors
California
$7.56M 106,508 -195 -0.2%
BlackRock
103
BlackRock
New York
$7.42M 104,458 -10,998 -10%
AIA
104
Arcadia Investment Advisors
Idaho
$7.42M 104,459 -90 -0.1%
MML Investors Services
105
MML Investors Services
Massachusetts
$7.41M 104,381 +92,233 +759%
OFW
106
Omnia Family Wealth
Florida
$7.35M 103,541 -139 -0.1%
SP
107
Successful Portfolios
Florida
$7.09M 99,861 +8,500 +9%
RC
108
Roundview Capital
New Jersey
$7.06M 99,343 +3,341 +3%
FI
109
FormulaFolio Investments
Michigan
$7.05M 99,268 -15,627 -14%
GBBWRPM
110
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6.86M 96,581 -253 -0.3%
DBRC
111
D.B. Root & Company
Pennsylvania
$6.83M 96,188 +2,818 +3%
MWM
112
Meridian Wealth Management
Kentucky
$6.64M 93,453 -638 -0.7%
FA
113
Fagan Associates
New York
$6.54M 92,142 +7,802 +9%
JFG
114
JMG Financial Group
Illinois
$6.43M 90,486 +1,236 +1%
SAMC
115
Spectrum Asset Management (California)
California
$6.42M 90,383 -1,445 -2%
PWSG
116
Pacific Wealth Strategies Group
California
$6.23M 87,732 +2,949 +3%
OWM
117
Opes Wealth Management
California
$6.11M 86,075 +1,741 +2%
AF
118
Advisornet Financial
Minnesota
$5.83M 82,018 +4,623 +6%
GCA
119
Genesee Capital Advisors
New York
$5.69M 80,114 +9,010 +13%
TPW
120
Tiller Private Wealth
Pennsylvania
$5.65M 79,490 -6,984 -8%
SC
121
Savant Capital
Illinois
$5.58M 78,630 +2,198 +3%
SCA
122
Strategic Capital Advisers
Colorado
$5.42M 76,300 -6,717 -8%
AG
123
Advisor Group
Arizona
$5.4M 75,956 +2,424 +3%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$5.2M 73,256 +737 +1%
OIA
125
OneDigital Investment Advisors
Kansas
$5.19M 73,105 -30,919 -30%
3 4
5
6 7