SCHB icon

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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$9.05M +$1.02M +79,848 +13%
AWMG
102
Alliance Wealth Management Group
New Jersey
$8.99M +$220K +17,154 +3%
TCM
103
Towercrest Capital Management
Pennsylvania
$8.99M +$220K +17,154 +3%
KM
104
Kalos Management
Georgia
$8.45M -$152K -11,292 -2%
PP
105
PrairieView Partners
Minnesota
$8.43M -$373K -29,118 -4%
RC
106
Roundview Capital
New Jersey
$8.35M +$714K +55,686 +9%
FA
107
Fagan Associates
New York
$8.19M +$121K +8,268 +1%
SFSG
108
Stearns Financial Services Group
North Carolina
$8.17M -$126K -9,804 -2%
SWM
109
SigFig Wealth Management
California
$8.15M -$81K -6,324 -1%
DBRC
110
D.B. Root & Company
Pennsylvania
$7.97M +$574K +44,814 +8%
AIA
111
Arcadia Investment Advisors
Idaho
$7.96M -$74.1K -5,784 -0.9%
OFW
112
Omnia Family Wealth
Florida
$7.92M -$36.3K -2,832 -0.5%
AA
113
Apriem Advisors
California
$7.8M -$384K -29,988 -5%
FI
114
FormulaFolio Investments
Michigan
$7.68M +$51K +3,978 +0.7%
WC
115
Wealth CMT
New Jersey
$7.61M +$7.61M +593,634 New
SAMC
116
Spectrum Asset Management (California)
California
$7.46M +$508K +39,654 +7%
BlackRock
117
BlackRock
New York
$7.43M -$606K -47,268 -8%
GLR
118
Great Lakes Retirement
Ohio
$7.42M +$7.42M +578,790 New
GBBWRPM
119
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7.42M -$5.15K -402 -0.1%
TA
120
Trellis Advisors
Washington
$7.42M -$893K -69,660 -11%
ICM
121
Islay Capital Management
Texas
$7.37M +$7.37M +575,190 New
MWM
122
Meridian Wealth Management
Kentucky
$7.17M -$17.1K -1,338 -0.2%
PWSG
123
Pacific Wealth Strategies Group
California
$7.06M +$317K +24,774 +5%
AF
124
Advisornet Financial
Minnesota
$7.04M +$730K +56,946 +12%
SP
125
Successful Portfolios
Florida
$7.01M -$664K -51,798 -9%
3 4
5
6 7