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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.

New
Increased
Maintained
Reduced
Closed
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
Golden State Wealth Management
California
$59.1M
2
Wells Fargo
Wells Fargo
California
$37.3M
3
PCA
Personal Capital Advisors
California
$21.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
$851M
5
FPCG
Fort Pitt Capital Group
Pennsylvania
$45.3M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$739M
2
Betterment LLC
Betterment LLC
New York
$501M
3
Bank of America
Bank of America
North Carolina
$93.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$46.2M
5
Jane Street
Jane Street
New York
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
126
First Business Financial Services
Wisconsin
$6.91M +$6.91M +538,938 New
OWM
127
Opes Wealth Management
California
$6.8M +$180K +14,070 +3%
JFG
128
JMG Financial Group
Illinois
$6.74M -$214K -16,668 -3%
GCA
129
Genesee Capital Advisors
New York
$6.33M +$168K +13,080 +3%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$6.13M +$498K +38,904 +9%
HFA
131
Hoover Financial Advisors
Pennsylvania
$5.9M +$5.9M +460,326 New
APA
132
American Portfolios Advisors
New York
$5.88M +$5.5M +428,898 +1,423%
SCA
133
Strategic Capital Advisers
Colorado
$5.85M -$13.5K -1,050 -0.2%
APW
134
Aurora Private Wealth
New Jersey
$5.68M +$5.68M +443,412 New
CHA
135
Carmichael Hill & Associates
Maryland
$5.67M +$718K +56,010 +15%
DTIM
136
Danda Trouve Investment Management
Kansas
$5.65M +$5.65M +440,586 New
TFF
137
The Family Firm
Maryland
$5.61M -$2.88M -225,048 -34%
TPW
138
Tiller Private Wealth
Pennsylvania
$5.59M -$520K -40,560 -9%
RMC
139
Regis Management Company
California
$5.53M +$32.7K +2,550 +0.6%
WCM
140
Whitener Capital Management
North Carolina
$5.38M -$34.1K -2,658 -0.6%
SC
141
Savant Capital
Illinois
$5.38M -$669K -52,224 -11%
SWM
142
SeaCrest Wealth Management
New York
$5.3M +$57.5K +4,488 +1%
CFMC
143
Curbstone Financial Management Corp
New Hampshire
$5.29M -$106K -8,280 -2%
TI
144
Truepoint Inc
Ohio
$5.23M -$177K -13,800 -3%
RW
145
RVW Wealth
California
$5.11M +$138K +10,806 +3%
ACM
146
AlphaStar Capital Management
North Carolina
$4.99M +$151K +11,808 +3%
LCM
147
Liberty Capital Management
Michigan
$4.93M +$85.5K +6,672 +2%
IWMA
148
Ironwood Wealth Management (Arizona)
Arizona
$4.83M -$297K -23,190 -6%
MFGP
149
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.8M +$945K +73,710 +24%
PFM
150
Peak Financial Management
Massachusetts
$4.8M +$12.1K +942 +0.3%
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