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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.

New
Increased
Maintained
Reduced
Closed
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
Milliman Financial Risk Management
Illinois
$861M
2
UBS Group
UBS Group
Switzerland
$326M
3
Goldman Sachs
Goldman Sachs
New York
$38M
4
Mariner
Mariner
Kansas
$22.7M
5
FSA
Financial Services Advisory
Maryland
$17.5M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
$3.81M
2
PPA
Parametric Portfolio Associates
Washington
$0
3
FPCG
Fort Pitt Capital Group
Pennsylvania
$30.9M
4
Wealthfront Advisers
Wealthfront Advisers
California
$678M
5
PCA
Personal Capital Advisors
California
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
126
RVW Wealth
California
$4.65M +$4.65M +409,620 New
WCM
127
Whitener Capital Management
North Carolina
$4.5M +$180K +15,864 +4%
PAG
128
Private Advisor Group
New Jersey
$4.45M +$4.03M +355,170 +965%
CFMC
129
Curbstone Financial Management Corp
New Hampshire
$4.45M +$51K +4,500 +1%
LCC
130
Lincoln Capital Corp
Rhode Island
$4.44M -$522K -46,020 -11%
SBL
131
Sargent Bickham Lagudis
Colorado
$4.37M +$546K +48,114 +14%
CHA
132
Carmichael Hill & Associates
Maryland
$4.29M -$105K -9,300 -2%
PFM
133
Peak Financial Management
Massachusetts
$4.18M +$37.4K +3,294 +0.9%
BWI
134
Beacon Wealthcare Inc
North Carolina
$4.17M -$1.38M -121,662 -25%
PWMG
135
Prestige Wealth Management Group
New Jersey
$4.12M -$453K -39,912 -10%
5L
136
55I LLC
Massachusetts
$4M -$912K -80,448 -19%
AOWM
137
Alpha Omega Wealth Management
Virginia
$3.99M -$68.3K -6,018 -2%
SFWC
138
Strategic Family Wealth Counselors
New Jersey
$3.86M +$161K +14,232 +4%
ACA
139
Ackerman Capital Advisors
Texas
$3.81M -$241M -21,238,800 -98%
BCI
140
Brinker Capital Investments
Pennsylvania
$3.74M -$1.67M -147,594 -31%
GA
141
Gateway Advisory
New Jersey
$3.65M -$518K -45,678 -12%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$3.64M -$177K -15,000 -5%
SIA
143
Starfire Investment Advisers
Michigan
$3.5M +$7.96K +702 +0.2%
IDA
144
Intelligence Driven Advisers
California
$3.42M +$370K +32,598 +12%
AG
145
Advisor Group
Arizona
$3.41M +$895K +78,864 +36%
ZF
146
Zhang Financial
Michigan
$3.34M +$486K +42,822 +17%
FG
147
Fiduciary Group
Georgia
$3.22M +$35.7K +3,150 +1%
JPMPWA
148
J.P. Morgan Private Wealth Advisors
California
$3.14M +$54.9K +4,842 +2%
BPWA
149
Beacon Pointe Wealth Advisors
California
$3.11M -$205K -18,060 -6%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$3.11M +$1.91M +168,054 +158%
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