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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.

New
Increased
Maintained
Reduced
Closed
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
Betterment LLC
New York
$405M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$69.8M
3
PPA
Parametric Portfolio Associates
Washington
$48.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$81.6M
5
PCA
Personal Capital Advisors
California
$24.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$549M
2
TIM
Total Investment Management
Arizona
$419K
3
CAI
Capital Advisors Inc
Oklahoma
$13.7M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
$75M
5
PA
Planning Alternatives
Michigan
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Savant Capital
Illinois
$4.51M -$52K -5,208 -1%
TI
127
Truepoint Inc
Ohio
$4.39M +$4.39M +439,398 New
LCC
128
Lincoln Capital Corp
Rhode Island
$4.37M +$181K +18,144 +4%
5L
129
55I LLC
Massachusetts
$4.32M +$4.32M +432,852 New
IWMA
130
Ironwood Wealth Management (Arizona)
Arizona
$4.28M -$31K -3,108 -0.7%
GVAG
131
Great Valley Advisor Group
Delaware
$4.23M +$4.23M +283,800 New
AA
132
Apriem Advisors
California
$4.22M +$2.44M +244,632 +138%
RMC
133
Regis Management Company
California
$4.19M -$2M -200,202 -32%
PWMG
134
Prestige Wealth Management Group
New Jersey
$4.03M +$4.03M +402,996 New
CHA
135
Carmichael Hill & Associates
Maryland
$3.87M +$116K +11,610 +3%
CFMC
136
Curbstone Financial Management Corp
New Hampshire
$3.87M +$4.79K +480 +0.1%
WCM
137
Whitener Capital Management
North Carolina
$3.8M +$8.57K +858 +0.2%
JWA
138
JFS Wealth Advisors
Pennsylvania
$3.73M +$1.4M +139,932 +60%
GA
139
Gateway Advisory
New Jersey
$3.67M -$1.76M -175,908 -32%
VCAM
140
Van Cleef Asset Management
Ohio
$3.66M +$3.66M +366,588 New
PFM
141
Peak Financial Management
Massachusetts
$3.65M +$579K +57,960 +19%
AOWM
142
Alpha Omega Wealth Management
Virginia
$3.58M -$59.9K -5,994 -2%
KM
143
Kalos Management
Georgia
$3.49M +$3.49M +283,824 New
PA
144
Perennial Advisors
New York
$3.45M +$2.87M +287,010 +495%
SBL
145
Sargent Bickham Lagudis
Colorado
$3.37M +$687K +68,802 +26%
RAG
146
Roof Advisory Group
Pennsylvania
$3.31M +$3.13M +313,122 +1,717%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$3.27M +$287K +28,770 +10%
SFWC
148
Strategic Family Wealth Counselors
New Jersey
$3.26M +$3.26M +325,980 New
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$3.23M +$360 +36 +0%
JWS
150
Juncture Wealth Strategies
Arizona
$3.08M -$346K -34,644 -10%
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