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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 %
TRCT
126
Tower Research Capital (TRC)
New York
$5.09M 71,637 +69,220 +2,864%
RMC
127
Regis Management Company
California
$5.08M 71,475 -495 -0.7%
WCM
128
Whitener Capital Management
North Carolina
$5M 70,384 +1,616 +2%
TI
129
Truepoint Inc
Ohio
$4.99M 70,259 -982 -1%
CFMC
130
Curbstone Financial Management Corp
New Hampshire
$4.98M 70,150 -360 -0.5%
SWM
131
SeaCrest Wealth Management
New York
$4.84M 68,185 +484 +0.7%
IWMA
132
Ironwood Wealth Management (Arizona)
Arizona
$4.74M 66,687 -4,045 -6%
RW
133
RVW Wealth
California
$4.59M 64,622 -1,233 -2%
CHA
134
Carmichael Hill & Associates
Maryland
$4.57M 64,356 -737 -1%
LCM
135
Liberty Capital Management
Michigan
$4.47M 62,962 +12,655 +25%
ACM
136
AlphaStar Capital Management
North Carolina
$4.47M 62,956 -36,575 -37%
PFM
137
Peak Financial Management
Massachusetts
$4.42M 62,257 +1,269 +2%
WKWM
138
Walter & Keenan Wealth Management
Indiana
$4.21M 59,232 -538 -0.9%
BWI
139
Beacon Wealthcare Inc
North Carolina
$4.06M 57,229 -3,458 -6%
AOWM
140
Alpha Omega Wealth Management
Virginia
$4.05M 54,804 -1,156 -2%
PAG
141
Private Advisor Group
New Jersey
$4.05M 56,796 +4,356 +8%
SFWC
142
Strategic Family Wealth Counselors
New Jersey
$4.01M 56,504 -3,465 -6%
ACA
143
Ackerman Capital Advisors
Texas
$3.98M 56,000 – –
PMFA
144
Plante Moran Financial Advisors
Michigan
$3.89M 54,788 +53,899 +6,063%
PWMG
145
Prestige Wealth Management Group
New Jersey
$3.79M 53,351 -1,171 -2%
BCI
146
Brinker Capital Investments
Pennsylvania
$3.76M 52,952 -1,845 -3%
SIA
147
Starfire Investment Advisers
Michigan
$3.71M 52,170 +332 +0.6%
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
$3.64M 51,297 -108 -0.2%
SA
149
Shilanski & Associates
Alaska
$3.62M 50,906 +352 +0.7%
IF
150
Ironwood Financial
Arizona
$3.59M 50,596 +3,311 +7%
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