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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 %
IWMA
126
Ironwood Wealth Management (Arizona)
Arizona
$4.99M 70,732 -1,451 -2%
CFMC
127
Curbstone Financial Management Corp
New Hampshire
$4.97M 70,510 +5,180 +8%
WCM
128
Whitener Capital Management
North Carolina
$4.85M 68,768 +2,669 +4%
SWM
129
SeaCrest Wealth Management
New York
$4.78M 67,701 -3,329 -5%
RW
130
RVW Wealth
California
$4.65M 65,855 -2,415 -4%
CHA
131
Carmichael Hill & Associates
Maryland
$4.59M 65,093 +2,054 +3%
PFM
132
Peak Financial Management
Massachusetts
$4.3M 60,988 -392 -0.6%
BWI
133
Beacon Wealthcare Inc
North Carolina
$4.28M 60,687 -547 -0.9%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$4.23M 59,969 +3,267 +6%
WKWM
135
Walter & Keenan Wealth Management
Indiana
$4.22M 59,770 -37,295 -38%
ACA
136
Ackerman Capital Advisors
Texas
$3.95M 56,000 – –
AOWM
137
Alpha Omega Wealth Management
Virginia
$3.95M 55,960 -2,699 -5%
5L
138
55I LLC
Massachusetts
$3.87M 54,930 -3,804 -6%
BCI
139
Brinker Capital Investments
Pennsylvania
$3.87M 54,797 -172 -0.3%
PWMG
140
Prestige Wealth Management Group
New Jersey
$3.85M 54,522 -5,992 -10%
MWP
141
MYCIO Wealth Partners
Pennsylvania
$3.78M 53,564 +10,995 +26%
PAG
142
Private Advisor Group
New Jersey
$3.7M 52,440 -12,891 -20%
SIA
143
Starfire Investment Advisers
Michigan
$3.66M 51,838 +457 +0.9%
Chevy Chase Trust
144
Chevy Chase Trust
Maryland
$3.63M 51,405 – –
SA
145
Shilanski & Associates
Alaska
$3.57M 50,554 +50,554 New
LCM
146
Liberty Capital Management
Michigan
$3.55M 50,307 +30,465 +154%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$3.46M 49,030 +16,549 +51%
MWM
148
MinichMacGregor Wealth Management
New York
$3.35M 47,160 +2,709 +6%
IF
149
Ironwood Financial
Arizona
$3.34M 47,285 +1,890 +4%
FG
150
Fiduciary Group
Georgia
$3.33M 47,237 -111 -0.2%
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